Sundaram Banking & PSU Debt Fund Direct IDCW Monthly

Debt
Banking and PSU
Low to Moderate Risk
4.58%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Dec 2022₹11.55
Min. SIP amountNot Supported
Rating2
Fund size₹458.79Cr

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 returns2.9%4.6%5.9%7.1%
Category average3.0%5.5%6.5%NA
Rank with in category171815NA
Understand terms

Holdings (17)

NameSectorInstrumentAssets
Indian Oil Corporation Ltd.EnergyDebenture6.5%
Power Grid Corporation of India Ltd.EnergyBonds/NCD6.5%
GOI
SovereignGOI Sec6.2%
REC Ltd.FinancialBonds5.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture5.5%
Axis Bank Ltd.
FinancialCD5.4%
National Housing Bank
FinancialNCD5.4%
National Bank For Agriculture & Rural Development
FinancialNCD5.4%
Housing & Urban Development Corporation Ltd.FinancialDebenture5.4%
Export-Import Bank Of India
FinancialDebenture5.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.22%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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

Sandeep Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
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,

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