|Risk||Low to Moderate|
|Min SIP Amount||₹250|
|NAV||₹34.27 (26 Jul 2021)|
|Fund Started||30 Dec 2004|
|Fund Size||₹884 Cr|
|Small Industries Devp. Bank of India Ltd.||Financial||Debenture||8.7%|
|Indian Oil Corporation Ltd.||Energy||CP||8.5%|
|Power Finance Corporation Ltd.||Financial||Bonds||5.7%|
|National Bank For Agriculture & Rural Development||Financial||Debenture||5.7%|
|National Bank For Agriculture & Rural Development||Financial||CP||5.6%|
|Export-Import Bank Of India||Financial||CD||5.6%|
|Power Finance Corporation Ltd.||Financial||Bonds||4.6%|
|Power Grid Corporation of India Ltd.||Energy||Bonds||4.0%|
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 ₹884 Cr and the Latest NAV as of 26 Jul 2021 is ₹34.27.
The Sundaram Banking & PSU Debt Fund Regular Growth is rated Low to Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.