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

Sundaram Banking & PSU Debt Fund Direct Growth

Debt
Banking and PSU
Low to Moderate Risk
7.73%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹34.76
Min. SIP amount₹250
Rating4star
Fund size₹882.65 Cr

Returns and rankings

Category: Debt Banking and PSU
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%7.7%6.8%7.7%
Category average4.4%8.4%7.7%NA
Rank with in category1816NANA
Understand termsinfo

Holdings (31)

NameSectorInstrumentAssets
EnergyCP7.5%
FinancialBonds5.4%
EnergyDebenture5.1%
EnergyDebenture5.0%
National Bank For Agriculture & Rural Development
FinancialCP5.0%
Power Finance Corporation Ltd.
FinancialNCD5.0%
Export-Import Bank Of India
FinancialCD5.0%
Indian Railway Finance Corporation Ltd.
FinancialCP5.0%
Reserve Bank of India
FinancialT-Bills5.0%
FinancialDebenture3.5%
See All

Pros and cons

info
Category: Debt Banking and PSU
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Pros

Exit load is zero
Lower expense ratio: 0.21%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

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

Expense ratio, exit load and tax

Expense ratio: 0.21%

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 termsinfo
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
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Siddharth Chaudhary
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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