Sundaram Banking and PSU Fund Direct Growth
Scheme code: INF903J01PA5
NAV value:
₹ 43.0990
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Banking and PSU Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.00 | 9.20 | 7.76 | 7.82 |
| 3 year | 3.98 | 6.72 | 5.02 | 5.88 |
| 5 year | 5.63 | 8.10 | 6.58 | 7.44 |
| 7 year | 6.05 | 8.46 | 6.94 | 7.6 |
| 10 year | 6.67 | 7.17 | 6.92 | 7.59 |
| 12 year | 7.08 | 7.26 | 7.17 | 7.69 |
Rolling return for 1 year
- Average return: 7.76% - Median return: 7.78% - Average standard deviation: 0.49Rolling return for 3 year
- Average return: 5.02% - Median return: 4.85% - Average standard deviation: 0.16Rolling return for 5 year
- Average return: 6.58% - Median return: 6.4% - Average standard deviation: 0.1Rolling return for 7 year
- Average return: 6.94% - Median return: 6.52% - Average standard deviation: 0.07Rolling return for 10 year
- Average return: 6.92% - Median return: 6.91% - Average standard deviation: 0.05Rolling return for 12 year
- Average return: 7.17% - Median return: 7.17% - Average standard deviation: 0.05SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,43,672 | 43,672 | 3.64 |
| 3 year | 36,00,000 | 38,78,514 | 2,78,514 | 2.52 |
| 5 year | 60,00,000 | 69,90,929 | 9,90,929 | 3.11 |
| 7 year | 84,00,000 | 1,05,65,754 | 21,65,754 | 3.33 |
| 10 year | 1,20,00,000 | 1,65,18,909 | 45,18,909 | 3.25 |
| 12 year | 1,44,00,000 | 2,16,78,439 | 72,78,439 | 3.47 |