How to Invest in Sundaram Banking & PSU Fund Direct IDCW Monthly?

You can easily invest in Sundaram Banking & PSU Fund Direct IDCW Monthly 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 Fund Direct IDCW Monthly 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 Fund Direct IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Banking & PSU Fund Direct IDCW Monthly provide?

The Sundaram Banking & PSU Fund Direct IDCW Monthly has been there from 09 Jan 2013 and the average annual returns provided by this fund is 8.10% since its inception.

How much expense ratio is charged by Sundaram Banking & PSU Fund Direct IDCW Monthly?

The term Expense Ratio used for Sundaram Banking & PSU Fund Direct IDCW Monthly 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 Fund Direct IDCW Monthly is 0.27% as of 31 Oct 2025...

What is the AUM of Sundaram Banking & PSU Fund Direct IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Banking & PSU Fund Direct IDCW Monthly is ₹400.20Cr as of 31 Oct 2025.

How to Redeem Sundaram Banking & PSU Fund Direct IDCW Monthly?

If you want to sell your Sundaram Banking & PSU Fund Direct IDCW Monthly 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 Fund Direct IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Banking & PSU Fund Direct IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Banking & PSU Fund Direct IDCW Monthly?

The NAV of Sundaram Banking & PSU Fund Direct IDCW Monthly is ₹11.11 as of 30 Oct 2025.

What is the PE and PB ratio of Sundaram Banking & PSU Fund Direct IDCW Monthly?

The PE ratio ratio of Sundaram Banking & PSU Fund Direct IDCW Monthly 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).

Name	Sector	Instrument	Assets
Indian Oil Corporation Ltd.	Energy	NCD	7.62%
REC Ltd.	Financial	Debenture	6.36%
HDFC Bank Ltd.	Financial	Debenture	6.36%
Housing & Urban Development Corporation Ltd.	Financial	Debenture	6.20%
National Housing Bank	Financial	Debenture	5.07%
GOI	Sovereign	GOI Sec	5.05%
National Bank For Agriculture & Rural Development	Financial	Debenture	3.83%
Export-Import Bank Of India	Financial	Bonds	3.81%
GOI	Sovereign	GOI Sec	2.70%
GOI	Sovereign	GOI Sec	2.61%
Power Grid Corporation Of India Ltd.	Energy	Bonds	2.55%
National Bank For Agriculture & Rural Development	Financial	Bonds	2.54%
Indian Railway Finance Corporation Ltd.	Financial	NCD	2.54%
National Bank For Agriculture & Rural Development	Financial	Bonds	2.54%
Tamilnadu State	Others	SDL	2.53%
Power Finance Corporation Ltd.	Financial	Bonds/NCD	2.50%
Bajaj Finance Ltd.	Financial	Debenture	2.49%
Power Finance Corporation Ltd.	Financial	Bonds	2.49%
Power Grid Corporation Of India Ltd.	Energy	Bonds	2.48%
Export-Import Bank Of India	Financial	CD	2.44%
GOI	Sovereign	GOI Sec	1.96%
Karnataka State	Others	SDL	1.29%
GOI	Sovereign	GOI Sec	1.29%
Power Finance Corporation Ltd.	Financial	NCD	1.28%
HDB Financial Services Ltd.	Financial	Debenture	1.27%
HDB Financial Services Ltd.	Financial	NCD	1.27%
National Bank For Agriculture & Rural Development	Financial	Debenture	1.27%
REC Ltd.	Financial	Debenture	1.26%
Indian Railway Finance Corporation Ltd.	Financial	Debenture	1.26%
REC Ltd.	Financial	Debenture	1.26%
Power Finance Corporation Ltd.	Financial	Bonds	1.26%
National Housing Bank	Financial	Debenture	1.26%
Bajaj Finance Ltd.	Financial	Debenture	1.25%
Export-Import Bank Of India	Financial	CD	1.22%
GOI	Sovereign	GOI Sec	1.19%
REC Ltd.	Financial	Debenture	1.00%
GOI	Sovereign	GOI Sec	0.25%

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

	1Y	3Y	5Y	All
Fund returns	8.1%	7.8%	5.8%	7.3%
Category average	7.8%	7.5%	5.8%	NA
Rank with in category	13	14	16	NA

Rank (total assets)	#17 in India
Total AUM	₹71,486.25Cr

Sundaram Banking & PSU Fund Direct IDCW Monthly

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Expense ratio: 0.27%

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Yash Pankaj SanghviMay 2025 - PresentView details

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Yash Pankaj Sanghvi
May 2025 - Present
View details