Sundaram Banking & PSU Debt Fund – Direct Growth
₹ 250
Min SIP
₹ 5,000
Min Lumpsum
0.23 %
Expense Ratio
Rating
462
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.1% | 4.1% | 6.4% | 7.1% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Canara Bank
GSEC2027
Power Grid Corpn
GSEC2026
H D F C
Others
Advance Ratio
0.28
Alpha
0.34
SD
0.03
Beta
0.99
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
Fund Managers
Dwijendra Srivastava
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Banking and PSU .
-
- 8,145
-
7.6%Fund Size - 8,145
-
5.8%Fund Size - 8,145
-
7.5%Fund Size - 8,145
-
- Debt .
- Banking and PSU .
-
- 6,343
-
6.9%Fund Size - 6,343
-
5.4%Fund Size - 6,343
-
7.7%Fund Size - 6,343
-
- Debt .
- Banking and PSU .
-
- 8,400
-
6.6%Fund Size - 8,400
-
5.2%Fund Size - 8,400
-
7.5%Fund Size - 8,400
-
- Debt .
- Banking and PSU .
-
- 15,017
-
6.5%Fund Size - 15,017
-
4.9%Fund Size - 15,017
-
7.8%Fund Size - 15,017
-
- Debt .
- Banking and PSU .
-
- 14,605
-
6%Fund Size - 14,605
-
4.8%Fund Size - 14,605
-
7.3%Fund Size - 14,605
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 116
-
28.9%Fund Size - 116
-
39.3%Fund Size - 116
-
17.7%Fund Size - 116
-
- Equity .
- Small Cap .
-
- 45
-
10.6%Fund Size - 45
-
36.1%Fund Size - 45
-
-Fund Size - 45
-
- Equity .
- Small Cap .
-
- 159
-
11.4%Fund Size - 159
-
33.3%Fund Size - 159
-
-Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
28.9%Fund Size - 136
-
39.3%Fund Size - 136
-
17.7%Fund Size - 136
-
- Equity .
- Small Cap .
-
- 212
-
28.9%Fund Size - 212
-
39.3%Fund Size - 212
-
17.7%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Sundaram Banking & PSU Debt Fund – Direct Growth ?
You can invest in Sundaram Banking & PSU Debt Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Banking & PSU Debt Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Banking & PSU Debt Fund – Direct Growth ?
The NAV of Sundaram Banking & PSU Debt Fund – Direct Growth is ₹37.6 as of 18 August 2023.
How to redeem Sundaram Banking & PSU Debt Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Banking & PSU Debt Fund – Direct Growth?
The minimum SIP amount of Sundaram Banking & PSU Debt Fund – Direct Growth is ₹250
How can I redeem my investments in Sundaram Banking & PSU Debt Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Banking & PSU Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Banking & PSU Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Sundaram Banking & PSU Debt Fund – Direct Growth generated ?
The Sundaram Banking & PSU Debt Fund – Direct Growth has delivered 7.1% since inception
What is the expense ratio of Sundaram Banking & PSU Debt Fund – Direct Growth ?
The expense ratio of Sundaram Banking & PSU Debt Fund – Direct Growth is 0.23 % as of 18 August 2023.
What is the AUM of Sundaram Banking & PSU Debt Fund – Direct Growth?
The AUM of Sundaram Banking & PSU Debt Fund – Direct Growth is ₹45,611 Cr as of 18 August 2023
What are the top stock holdings of Sundaram Banking & PSU Debt Fund – Direct Growth?
The top stock holdings of Sundaram Banking & PSU Debt Fund – Direct Growth are
- Canara Bank - 7.58%
- GSEC2027 - 6.66%
- Power Grid Corpn - 6.61%
- GSEC2026 - 6.3%
- REC Ltd - 5.59%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Banking & PSU Debt Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Banking & PSU Debt Fund – Direct Growth based on your investment objective and risk tolerance.