Sundaram Banking & PSU Fund Direct-Growth
Debt: Banking and PSU - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Debt: Banking and PSUBenchmark: Nifty Banking & PSU Debt Index A-II
NAV: ₹46.22+0.01%
24 Jul 2026
Similar Funds
Side-by-side comparison of Sundaram Banking & PSU Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +4.92% | 5.06% | 14 / 20 |
| 3Y Return | +7.13% | 7.21% | 13 / 19 |
| 5Y Return | +5.99% | 6.34% | 16 / 18 |
| 10Y Return | +6.52% | 7.24% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Banking and PSU
Top funds by AUM in the Debt: Banking and PSU category — see how Sundaram Banking & PSU Fund Direct-Growth compares on size and returns.
Funds Tracking Nifty Banking & PSU Debt Index A-II
Top funds tracking the Nifty Banking & PSU Debt Index A-II — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Sundaram Banking & PSU Fund Direct-Growth?
Funds similar to Sundaram Banking & PSU Fund Direct-Growth in the Debt: Banking and PSU category include Axis Banking & PSU Debt Direct Plan-Growth, Bandhan Banking and PSU Fund Direct-Growth, and Aditya Birla Sun Life Banking & PSU Debt Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Sundaram Banking & PSU Fund Direct-Growth in its category?
On a 3-year return basis Sundaram Banking & PSU Fund Direct-Growth is ranked 13 out of 19 funds in the Debt: Banking and PSU category as of 23 Jul 2026. On a 5-year return basis it ranks 16 out of 18. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Sundaram Banking & PSU Fund Direct-Growth's expense ratio compare to similar funds?
Sundaram Banking & PSU Fund Direct-Growth has an expense ratio of 0.27%. The peers Axis Banking & PSU Debt Direct Plan-Growth has an expense ratio of 0.36% and Bandhan Banking and PSU Fund Direct-Growth has 0.36%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Sundaram Banking & PSU Fund Direct-Growth's AUM compare to similar funds?
Sundaram Banking & PSU Fund Direct-Growth has an AUM of ₹280.44 crore. The peers Axis Banking & PSU Debt Direct Plan-Growth has an AUM of ₹12,270.1 crore and Bandhan Banking and PSU Fund Direct-Growth has ₹12,172.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Banking and PSU?
The top performing fund in the Debt: Banking and PSU category on a 3-year basis is Franklin India Banking & PSU Debt Fund Direct-Growth with a CAGR of 7.55% as of 23 Jul 2026. Sundaram Banking & PSU Fund Direct-Growth has delivered 7.13% CAGR over the same period, ranking 13 out of 19 funds. You can view and compare the full category ranking on sharpely.
How does Sundaram Banking & PSU Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Sundaram Banking & PSU Fund Direct-Growth has a Sharpe ratio of 0.94 compared to the Debt: Banking and PSU average of 0.95 as of 23 Jul 2026. It ranks 9 out of 19 funds in its category on Sharpe ratio.