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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Banking & PSU Debt Fund Direct Growth

Sundaram Banking & PSU Debt Fund Direct Growth

Debt
Banking and PSU
Moderate Risk
6.83%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹34.99
Min. SIP amount₹250
Rating4
Fund size₹1,030.50Cr

Returns and rankings

Category: Debt Banking and PSU
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.1%6.8%6.6%7.5%
Category average4.4%8.4%7.7%NA
Rank with in category2116NANA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialCD9.4%
FinancialDebenture7.4%
GOI
SovereignGOI Sec7.2%
National Bank For Agriculture & Rural Development
FinancialNCD7.2%
FinancialBonds5.2%
Export-Import Bank Of India
FinancialDebenture4.9%
EnergyDebenture4.9%
FinancialDebenture4.8%
FinancialNCD4.8%
EngineeringNCD4.8%
See All

Pros and cons

Category: Debt Banking and PSU

Pros

Exit load is zero
Lower expense ratio: 0.19%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.19%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

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
Siddharth Chaudhary
Jan 2013 - Present
View details

Fund house & investment objective

Fund house contact details

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