| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.23% |
| NAV | ₹33.10 (03 Jul 2020) |
|---|---|
| Fund Started | 09 Jan 2013 |
| Fund Size | ₹1,583 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 6.7% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 6.5% |
| National Highways Authority of India Ltd. | Services | NCD | 5.7% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 5.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 5.4% |
| Housing & Urban Development Corpn. Ltd. | Financial | NCD | 5.2% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 4.9% |
| REC Ltd. | Financial | Debenture | 3.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.3% |
| NHPC Ltd. | Energy | Debenture | 3.3% |
Sundaram Banking & PSU Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 09 Jan 2013. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Banking & PSU Debt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,583 Cr and the Latest NAV as of 03 Jul 2020 is ₹33.10.
The Sundaram Banking & PSU Debt Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 100000.
To generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments bykeeping the interest rate risk of the fund low.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.