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Sundaram Banking and PSU Debt Fund Direct Growth
+7.16%
3Y annualised
+0.04% 1D
NAV: 24 Aug '26
₹46.40
Min. for SIP
₹250
Fund size (AUM)
₹261.16 Cr
Expense ratio
0.27%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,491 | +2.48% | |
| 3 years | ₹1,80,000 | ₹1,98,103 | +10.06% | |
| 5 years | ₹3,00,000 | ₹3,53,407 | +17.80% | |
| 10 years | ₹6,00,000 | ₹8,29,050 | +38.17% |
Holdings (30)
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹250
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.2% | +6.0% | +6.5% | +7.1% |
| Category average (Debt Banking and PSU) | +7.3% | +5.7% | +7.1% | -- |
| Rank (Debt Banking and PSU) | 13 | 15 | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.53% | +7.55% | 585.13 | |
 | +6.04% | +7.43% | 1,482.56 | |
 | +5.92% | +7.39% | 8,849.66 | |
 | +6.02% | +7.23% | 12,121.96 | |
 | +5.20% | +7.15% | 8,833.13 | |
| Compare | ||||
Fund management
SASandeep AgarwalMay 2022 - PresentView details
SA
Sandeep Agarwal
May 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - Present
View details
RSRonak ShahAug 2026 - PresentView details
RS
Ronak Shah
Aug 2026 - Present
View details
About Sundaram Banking and PSU Debt Fund Direct Growth
Sundaram Banking and PSU Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Banking and PSU Debt Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹84,418 Cr and the Latest NAV as of 24 Aug 2026 is ₹46.40.
The Sundaram Banking and PSU Debt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.
Fund benchmarkNifty Banking & PSU Debt Index A-II
Fund house
Rank (total assets)#17 in India
Total AUM₹84,417.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,