Sundaram Banking & PSU Fund Direct Growth

Debt
Banking and PSU
Moderate Risk
4.81%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Apr 2024₹39.45
Min. SIP amount₹250
Rating2
Fund size₹346.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Banking and PSU
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.7%4.8%6.0%7.1%
Category average6.5%5.1%6.6%NA
Rank with in category161915NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
SovereignGOI Sec10.19%
EnergyNCD8.65%
HDFC Bank Ltd.
FinancialDebenture8.63%
FinancialDebenture7.22%
FinancialDebenture7.18%
Export-Import Bank Of India
FinancialDebenture7.04%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.75%
FinancialNCD5.58%
GOI
SovereignGOI Sec4.39%
National Bank For Agriculture & Rural Development
FinancialDebenture4.31%
See All

Pros and cons

Category: Debt Banking and PSU

Pros

Cons

Exit load is zero
3Y, 5Y and 10Y annualised returns lower than category average
Lower expense ratio: 0.27%
Low rating: 2
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 0.26%

Expense ratio, exit load and tax

Expense ratio: 0.27%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹250

Fund management

Dwijendra Srivastava
Jan 2013 - 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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
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,

Compare funds

Sundaram Banking & PSU Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.8.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ