Sundaram Banking & PSU Debt Fund - Regular - Growth+0.0%

4.2%
1 Year Return
Debt
Banking & PSU
1.0 star
1Y
3Y
5Y

Fund Details

Sundaram Banking & PSU Debt Fund - Regular - Growth

RiskModerately Low
Min SIP Amount₹250
Expense Ratio0.37%
NAV28.0 (16-Nov-2018)
Fund Started30-Dec-2004
Fund Size1,180 Cr

Returns

Fund
1Y
3Y
5Y
Sundaram Banking & PSU Debt Fund - Regular - Growth
4.2%
6.5% p.a
7.5% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.2% annual returns

    Comparison

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

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    7.4 Power Finance Corporation Ltd. Sep 30 2021 11.2%Financial ServicesDebenturesAAA105.9
    8.4 Small Industries Development Bank of India Ltd. Aug 10 2021 9.1%Financial ServicesBondAAA85.4
    8.39 NABARD Jul 19 2021 8.4%Financial ServicesBondAAA79.3
    7.8 HDB Financial Services Ltd Jun 29 2020 7.7%Financial ServicesDebenturesAAA72.2
    7.65 Indian Railway Finance Corporation Ltd. Mar 15 2021 6.8%Financial ServicesDebenturesAAA63.6
    7.14 Housing & Urban Development Corporation Ltd. Dec 22 2020 6.2%Financial ServicesDebenturesAAA58.0
    7.17 National Highway Authority of India Dec 23 2021 6.1%ServicesBondAAA57.6
    7.24 Rural Electrification Corporation Oct 21 2021 5.6%Financial ServicesBondAAA52.9
    Housing Development Finance Corporation Ltd.4.9%Financial ServicesFRBAAA46.0
    7.76 HDB Financial Services Ltd May 26 2020 3.6%Financial ServicesDebenturesAAA33.7
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    About Sundaram Mutual Fund

    Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.

    This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.

    With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

    The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.

    For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.

    It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

    Launch Date25 Feb 1996
    AddressSundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Assets33,150 Cr
    SponsorNA
    Phone044-28583362/3367
    Emailravis@sundarammutual.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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