Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) — Rolling Returns & Performance Analysis
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) (Direct Plan) is a Debt Fund from Sundaram Mutual Fund — a fund that invests in fixed-income instruments like bonds. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 134363).
Most sites show Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)'s return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a debt fund.
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) rolling returns explained
Each point on the chart is Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)'s annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)?
Rolling returns for Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) delivered more reliably regardless of when you invested.
What is the 5-year return of Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)'s performance calculated?
Returns are computed from Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund)'s official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.