Sundaram Banking & PSU Debt Fund Retail Dividend Monthly+0.02%

8.20%
1 Year Return
Debt
Short Term
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Banking & PSU Debt Fund Retail Dividend Monthly

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.37%
NAV11.51 (27 Oct 2020)
Fund Started30 Dec 2004
Fund Size1,722 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Banking & PSU Debt Fund Retail Dividend Monthly
8.2%
7.6%
7.4%
7.2%
Category Average
10.0%
8.4%
8.4%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Small Industries Devp. Bank of India Ltd.FinancialDebenture6.7%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture5.9%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.7%
    Power Finance Corpn. Ltd.FinancialBonds5.1%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.1%
    National Highways Authority of India Ltd.ServicesNCD4.6%
    Bank Of BarodaFinancialCD4.1%
    REC Ltd.FinancialDebenture3.3%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.0%
    Housing Development Finance Corpn. Ltd.FinancialNCD3.0%
    See All

    Fund Managers

    addDwijendra Srivastava
    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.
    Funds Managed
    addSiddharth Chaudhary
    Education
    Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
    Funds Managed

    Sundaram Banking & PSU Debt Fund Retail Dividend Monthly Details

    Sundaram Banking & PSU Debt Fund Retail Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 30 Dec 2004. Dwijendra Srivastava, Siddharth Chaudhary is the Current Fund Manager of Sundaram Banking & PSU Debt Fund Retail Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,722 Cr and the Latest NAV as of 27 Oct 2020 is ₹11.51.

    The Sundaram Banking & PSU Debt Fund Retail Dividend Monthly is rated Moderately Low risk. Minimum SIP Investment is set to 250.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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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