Invesco India Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
Banking and PSU Debt Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 28-Oct-2026
| Metric | Invesco India Banking and PSU Debt Fund | Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) |
|---|---|---|
| Latest NAV | ₹2,566.2 | ₹46.38 |
| 1-Year Return | +4.50% | +4.71% |
| 3-Year Return (CAGR) | +7.06% | +7.06% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 1.5% | 1.3% |
| Max Drawdown | −0.9% | −0.5% |
| Fund House | Invesco Mutual Fund | Sundaram Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Invesco India Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund): which is better?
Invesco India Banking and PSU Debt Fund and Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) are both banking and psu debt fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised) the two funds are effectively neck and neck: Invesco India Banking and PSU Debt Fund at +7.06% versus Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) at +7.06%.
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) has been the steadier fund over the past year, with annualised volatility of 1.3% versus 1.5%. Looking at worst falls, Invesco India Banking and PSU Debt Fund's deepest drawdown in the stored history is −0.9% against −0.5% for Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund).
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- 3-year returns are virtually identical (+7.06% vs +7.06%).
- Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) has shown lower volatility over the trailing year.
- Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) has had the shallower maximum drawdown (−0.5%).
Frequently Asked Questions
Which fund has given higher returns — Invesco India Banking and PSU Debt Fund or Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)?
Over the past 3 year period their returns are almost identical: Invesco India Banking and PSU Debt Fund +7.06% and Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) +7.06% annualised. Past performance does not guarantee future results.
Which fund is less risky — Invesco India Banking and PSU Debt Fund or Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)?
Based on the trailing year, Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) has shown lower day-to-day volatility (Invesco India Banking and PSU Debt Fund: 1.5%, Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund): 1.3% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Invesco India Banking and PSU Debt Fund and Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Banking and PSU Debt Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.