Sundaram Banking & PSU Debt Fund Regular Growth-0.01%

3
9.16%
1 Year Return
Debt
Banking & PSU
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Banking & PSU Debt Fund Regular Growth

RiskModerately Low
Min SIP Amount₹250
Expense Ratio0.36%
NAV33.05 (07 Aug 2020)
Fund Started30 Dec 2004
Fund Size1,620 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Banking & PSU Debt Fund Regular Growth
9.2%
7.6%
7.8%
8.0%
Category Average
10.3%
8.0%
8.3%
-
Rank within category
15
14
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialDebenture6.8%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture6.4%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.1%
    National Highways Authority of India Ltd.ServicesNCD5.5%
    Power Finance Corpn. Ltd.FinancialBonds5.4%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.4%
    Bank Of BarodaFinancialCD3.9%
    REC Ltd.FinancialDebenture3.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.2%
    NHPC Ltd.EnergyDebenture3.2%
    See All

    Fund Managers

    addDwijendra Srivastava
    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.
    Funds Managed
    addSiddharth Chaudhary
    Education
    Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
    Funds Managed

    Sundaram Banking & PSU Debt Fund Regular Growth Details

    Sundaram Banking & PSU Debt Fund Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 30 Dec 2004. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Banking & PSU Debt Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,620 Cr and the Latest NAV as of 07 Aug 2020 is ₹33.05.

    The Sundaram Banking & PSU Debt Fund Regular Growth is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 100000.

    Investment Objective

    The investment objective of the Scheme is to seek to generate income and capital appreciation by primarily investing in a portfolio of debt and money market securities that are issued by banks, public sector undertakings and Public Financial Institutions. There is no assurance that the investment objective of the Scheme will be realized.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹100000
    Min for First Investment
    ₹100000
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Sundaram Banking & PSU Debt Fund Regular Growth
    VS
    search

    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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,
    Similar Funds
    Data not available