Sundaram
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Direct Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -0.01% | +0.02% | -0.03 | 21 / 22 | Q4 |
| 1W | +0.20% | -0.03% | +0.23 | 1 / 22 | Q1 |
| 2W | +0.03% | -0.11% | +0.14 | 3 / 22 | Q1 |
| 1M | +0.18% | +0.69% | -0.51 | 22 / 22 | Q4 |
| 3M | +1.07% | +1.77% | -0.69 | 22 / 22 | Q4 |
| 6M | +3.86% | +3.20% | +0.66 | 1 / 22 | Q1 |
| YTD | +0.64% | +2.82% | -2.18 | 22 / 22 | Q4 |
| 1Y | +9.08% | +5.37% | +3.71 | 1 / 22 | Q1 |
| 2Y | +8.14% | +7.27% | +0.88 | 1 / 22 | Q1 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +8.28% | +7.48% | +0.80 | 1 / 21 | Q1 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2017 YTD | +0.64% | +5.82% | -5.17 | 17 / 17 |
| 2016 | +9.60% | +10.00% | -0.40 | 10 / 16 |
| 2015 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Banking & PSU Fund
Recent NAVs
| Date | NAV |
|---|---|
| 17 Mar 2017 | ₹11.7065 |
| 16 Mar 2017 | ₹11.7075 |
| 15 Mar 2017 | ₹11.7028 |
| 14 Mar 2017 | ₹11.6937 |
| 10 Mar 2017 | ₹11.6829 |
| 9 Mar 2017 | ₹11.6897 |
| 8 Mar 2017 | ₹11.6958 |
| 7 Mar 2017 | ₹11.6959 |
| 6 Mar 2017 | ₹11.7000 |
| 3 Mar 2017 | ₹11.7035 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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