Sundaram Banking and PSU Fund
Direct · Growth ₹46.38
04 Aug 2026
NAV
6.9%
3Y CAGR
6.8%
5Y CAGR
6.8%
10Y CAGR
6.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.33
Sharpe
-1.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 7.1% | -0.1% | 12.1% |
| 3 Years | ₹36.00 L | ₹39.93 L | 6.9% | 3.1% | 9.4% |
| 5 Years | ₹60.00 L | ₹70.79 L | 6.6% | 4.9% | 8.4% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.6% | 5.5% | 8.3% |
| 10 Years | ₹1.20 Cr | ₹1.66 Cr | 6.4% | 6.2% | 6.9% |
| 12 Years | ₹1.44 Cr | ₹2.17 Cr | 6.7% | 6.4% | 7.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.1% | 7.5% |
| 3 Years | 6.9% | 7.4% |
| 5 Years | 6.6% | 7.3% |
| 7 Years | 6.6% | 7.2% |
| 10 Years | 6.4% | 7.1% |
| 12 Years | 6.7% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.2% | 7.8% | 1.3% | 11.8% | 0.28 | 0.43 | 100% | — | — |
| 3 Years | 6.9% | 7.4% | 4.1% | 9.3% | 0.31 | 0.50 | 100% | — | — |
| 5 Years | 6.8% | 6.6% | 5.7% | 8.2% | 0.32 | 0.69 | 100% | — | — |
| 10 Years | 6.8% | 6.8% | 6.5% | 7.2% | 2.33 | 133.86 | 100% | — | — |
-1.8%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
4.02
1Y
3.89
3Y
3.80
5Y
3.88
7Y
3.85
10Y
3.99
12Y