Sundaram Banking and PSU Fund Direct Growth
Scheme code: INF903J01PA5
NAV value:
₹ 45.2144
NAV date: 18 March, 2026
TER: 0.27%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Banking and PSU Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 1.32 | 11.75 | 7.86 | 7.23 | 8.05 |
| 3 year | 4.09 | 9.27 | 7.41 | 6.92 | 7.57 |
| 5 year | 5.69 | 8.16 | 6.62 | 6.81 | 6.86 |
| 7 year | 6.15 | 8.45 | 6.64 | 6.94 | 6.98 |
| 10 year | 6.62 | 7.15 | 6.87 | 6.89 | 7.28 |
| 12 year | 6.98 | 7.33 | 7.18 | 7.17 | 7.46 |
SIP 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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,40,866 - Absolute Returns: ₹40,866 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,85,586 - Absolute Returns: ₹3,85,586 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,69,063 - Absolute Returns: ₹10,69,063 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,35,551 - Absolute Returns: ₹21,35,551 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,65,79,535 - Absolute Returns: ₹45,79,535 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,18,05,774 - Absolute Returns: ₹74,05,774 - CAGR: %Drawdown Metrics
Max Drawdown
-1.78 %
Drawdown Duration
1 months
Recovery Time
0 months
Avg Drawdown
-0.08 %
Calmar Ratio by Duration
1
Y
4.0604
3
Y
3.8863
5
Y
3.8246
7
Y
3.8976
10
Y
3.8695
12
Y
4.0267