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Sundaram Banking & PSU Debt Fund Regular Growth

Debt
Banking and PSU
Low to Moderate Risk
5.49%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 May 2022₹34.61
Min. SIP amountNA
Rating2
Fund size₹716.89Cr

Returns and rankings

Category: Debt Banking and PSU
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.6%5.5%6.0%7.4%
Category average4.4%8.4%7.7%NA
Rank with in category171615NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
REC Ltd.FinancialBonds7.9%
Housing & Urban Development Corporation Ltd.FinancialDebenture7.5%
Export-Import Bank Of India
FinancialDebenture7.4%
Power Finance Corporation Ltd.FinancialNCD7.4%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD7.3%
Reserve Bank of India
FinancialT-Bills7.3%
Power Grid Corporation of India Ltd.EnergyBonds/NCD4.6%
Indian Oil Corporation Ltd.EnergyDebenture4.5%
Export-Import Bank Of India
FinancialBonds4.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jul 2010 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Sandeep Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Sundaram Banking & PSU Debt Fund Regular Growth?

You can easily invest in Sundaram Banking & PSU Debt Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Banking & PSU Debt Fund Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Banking & PSU Debt Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Banking & PSU Debt Fund Regular Growth provide?

The Sundaram Banking & PSU Debt Fund Regular Growth has been there from 30 Dec 2004 and the average annual returns provided by this fund is 1.56% since its inception.

How much expense ratio is charged by Sundaram Banking & PSU Debt Fund Regular Growth?

The term Expense Ratio used for Sundaram Banking & PSU Debt Fund Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Banking & PSU Debt Fund Regular Growth is 0.40% as of 23 May 2022...

What is the AUM of Sundaram Banking & PSU Debt Fund Regular Growth?

The AUM, short for Assets Under Management of Sundaram Banking & PSU Debt Fund Regular Growth is ₹716.89Cr as of 23 May 2022.

How to Redeem Sundaram Banking & PSU Debt Fund Regular Growth?

If you want to sell your Sundaram Banking & PSU Debt Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Banking & PSU Debt Fund Regular Growth?

You can select either SIP or Lumpsum investment of Sundaram Banking & PSU Debt Fund Regular Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Banking & PSU Debt Fund Regular Growth?

The NAV of Sundaram Banking & PSU Debt Fund Regular Growth is ₹34.61 as of 23 May 2022.

What is the PE and PB ratio of Sundaram Banking & PSU Debt Fund Regular Growth?

The PE ratio ratio of Sundaram Banking & PSU Debt Fund Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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