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Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) - Direct Plan - GROWTH
Banking & PSU · Debt
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.81
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.12
Downside-only Sharpe
Max Drawdown
-1.8%
Peak-to-trough · full history
Vol (3Y)
1.0%
Annualised σ of daily returns
Positive Days
81%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.81). Its worst peak-to-trough drop over the full history was 1.8% (small drawdowns) between 2020-03-09 and 2020-03-24. About 81% of trading days closed up. Profile: smooth NAV path.
YTD
+3.4%
Calendar YTD
1 Year
+5.1%
Trailing 12 mo
3 Year
+7.1%
CAGR
5 Year
+6.0%
CAGR
10 Year
+6.5%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2585 windows
- Best window CAGR
- +9.27%
- Median CAGR
- +7.33%
- Avg CAGR
- +6.93%
- Worst window CAGR
- +4.09%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2103 windows
- Best window CAGR
- +8.17%
- Median CAGR
- +6.53%
- Avg CAGR
- +6.75%
- Worst window CAGR
- +5.68%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Banking & PSU
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Banking & PSU Debt Fund
Franklin Templeton Mutual Fund
|
+6.4% | +7.5% | +6.4% | — |
|
UTI Banking & PSU Debt Fund
UTI Mutual Fund
|
+6.1% | +7.4% | +7.7% | — |
|
Kotak Banking and PSU Debt Fund
Kotak Mahindra Mutual Fund
|
+5.7% | +7.3% | +6.4% | — |
|
LIC MF Banking & PSU Debt Fund
LIC Mutual Fund
|
+5.4% | +7.3% | +6.3% | — |
|
ICICI Prudential Banking and PSU Debt Fund
ICICI Prudential Mutual Fund
|
+5.7% | +7.2% | +6.6% | — |
|
Invesco India Banking and PSU Debt Fund
Invesco Mutual Fund
|
+5.2% | +7.2% | +5.6% | — |
|
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) (this fund)
Sundaram Mutual Fund
|
+5.1% | +7.1% | +6.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.