Sundaram Banking & PSU Debt Fund
250
Min SIP
5,000
Min Lumpsum
0.23 %
Expense Ratio
Rating
458
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.8% | 4.4% | 6.6% | 7.1% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Canara Bank
GSEC2027
Power Grid Corpn
GSEC2026
H D F C
Others
Advance Ratio
0.27
Alpha
0.35
SD
0.04
Beta
0.99
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
Fund Managers
Dwijendra Srivastava
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Banking and PSU .
-
- 7,950
-
7.6%Fund Size - 7,950
-
6.2%Fund Size - 7,950
-
7.6%Fund Size - 7,950
-
- Debt .
- Banking and PSU .
-
- 6,415
-
7.5%Fund Size - 6,415
-
6%Fund Size - 6,415
-
7.9%Fund Size - 6,415
-
- Debt .
- Banking and PSU .
-
- 8,258
-
7%Fund Size - 8,258
-
5.9%Fund Size - 8,258
-
7.6%Fund Size - 8,258
-
- Debt .
- Banking and PSU .
-
- 15,136
-
6.9%Fund Size - 15,136
-
5.7%Fund Size - 15,136
-
8%Fund Size - 15,136
-
- Debt .
- Banking and PSU .
-
- 14,783
-
6.4%Fund Size - 14,783
-
5.5%Fund Size - 14,783
-
7.5%Fund Size - 14,783
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Banking & PSU Debt Fund ?
You can invest in Sundaram Banking & PSU Debt Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Banking & PSU Debt Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Banking & PSU Debt Fund ?
The NAV of Sundaram Banking & PSU Debt Fund is ₹37.3 as of 02 June 2023.
How to redeem Sundaram Banking & PSU Debt Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Banking & PSU Debt Fund?
The minimum SIP amount of Sundaram Banking & PSU Debt Fund is ₹250
How much returns have Sundaram Banking & PSU Debt Fund generated ?
The Sundaram Banking & PSU Debt Fund has delivered 7.1% since inception
What is the expense ratio of Sundaram Banking & PSU Debt Fund ?
The expense ratio of Sundaram Banking & PSU Debt Fund is 0.23 % as of 02 June 2023.
What is the AUM of Sundaram Banking & PSU Debt Fund?
The AUM of Sundaram Banking & PSU Debt Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Banking & PSU Debt Fund?
The top stock holdings of Sundaram Banking & PSU Debt Fund are
- Canara Bank - 7.58%
- GSEC2027 - 6.66%
- Power Grid Corpn - 6.61%
- GSEC2026 - 6.3%
- REC Ltd - 5.59%