TickerKhojSundaram Mutual Fund · Debt · Banking and PSU Debt · Regular plan
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) - Regular Plan - Growth
₹45.6685NAV on 30 Oct 2026Expense ratio 0.42%
29 Oct 2025NAV low 44 · high 45.85+3.7%
In plain words
Over 3 years it returned +6.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.5%.
On 3-year return it ranks 9 of 15 funds in Banking and PSU Debt.
A monthly SIP over 10 years ended ₹13,017 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | +0.2% | -5.1% |
| 6 months | +2.2% | -3.2% |
| 1 year | +3.8% | -10.2% |
| 3 years (yearly) | +6.7% | +7.4% |
| 5 years (yearly) | +5.8% | +6.5% |
| 10 years (yearly) | +6.2% | +11.3% |
| Since start (yearly) | +7.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,673 | +3.7% |
| 3 years | ₹3,60,000 | ₹3,94,486 | +5.8% |
| 5 years | ₹5,90,000 | ₹6,90,261 | +6.1% |
| 10 years | ₹11,90,000 | ₹16,24,360 | +6.0% |
Other plan of this fund: Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) - Direct Plan - Growth