Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Regular Plan

Banking & PSUDebt Rank 20 of 21

NAV · Regular-Growth

—+0.01+0.04%

As of — · AMFI

NAV growth+6.3%

Jul ’22Jul ’23

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Trails its Banking & PSU category on 1Y, 3Y & 5Y.

1Y return

+5.4%

-0.3 vs cat

3Y CAGR

+7.1%

-0.2 vs cat

5Y CAGR

+5.9%

-0.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.4%

3Y std dev

Go deeper on Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan is a Banking & PSU scheme from Sundaram. Long-run track record: about 5.9% CAGR over 5 years. Worst historical drawdown: -100% in Aug 2008, recovered in 0 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01IN3

NAV (Direct-Growth)

₹37.0398

Last 1Y

+6.28%

Jul 22Min ₹34.85 · Max ₹37.04 · 244 ptsJul 23

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Aug 2008

-100.0%

Peak ₹12.86 on 18 Aug 2008 → trough ₹0.00 on 19 Aug 2008 (0 months down).

Recovered in 0 months· 20 Aug 2008

Mar 2009

-100.0%

Peak ₹13.73 on 26 Mar 2009 → trough ₹0.00 on 27 Mar 2009 (0 months down).

Recovered in 0 months· 30 Mar 2009

Apr 2009

-100.0%

Peak ₹13.74 on 31 Mar 2009 → trough ₹0.00 on 1 Apr 2009 (0 months down).

Recovered in 0 months· 2 Apr 2009

Jul 2009

-100.0%

Peak ₹13.95 on 30 Jun 2009 → trough ₹0.00 on 1 Jul 2009 (0 months down).

Recovered in 0 months· 2 Jul 2009

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.03%	-0.02%	10/ 22
1M	+0.56%	+0.54%	8/ 22
3M	+2.53%	+2.68%	18/ 22
6M	+2.73%	+2.90%	18/ 22
YTD	+3.27%	+3.49%	17/ 22
1Y	+5.36%	+5.66%	16/ 22
2Y	+6.89%	+7.08%	18/ 22
3Y	+7.13%	+7.33%	20/ 21
5Y	+5.91%	+6.33%	19/ 20
7Y	+6.06%	+6.79%	18/ 18
10Y	+6.40%	+7.10%	18/ 18

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