Sundaram Banking & Psu Fund (Formerly Known As Sundaram Banking and Psu Debt Fund) Retail Plan - Growth
Expense Ratio: 0.41
Risk: Moderate
Debt Scheme - Banking and PSU Fund
Plan: Regular
Benchmark: NIFTY Banking & PSU Debt Index A-II
Inception: 25-03-2015
Exit Load: Nil
Performance
1Y
FundN/A
Cat. Avg.3.44%
2Y
FundN/A
Cat. Avg.6.44%
3Y
FundN/A
Cat. Avg.6.47%
5Y
FundN/A
Cat. Avg.5.74%
10Y
FundN/A
Cat. Avg.6.81%
SI
FundN/A
Cat. Avg.8.30%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 28 Jun, 24 | 1 L. | 1 L. | 0.0% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.