- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Banking & PSU Fund (G)
Sundaram Banking & PSU Fund (G)
₹ 35.62
NAV (Jun 28)
Scheme Information
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.
Expense Ratio | - |
Launched 20Y ago | 2004-12-29 |
AUM in Crores | 328.6 |
ISIN | INF903J01IK9 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty Banking & PSU Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Asset allocation and Holdings
Top Debt Holdings
GOI
10.74%Indian Oil Corporation Ltd.
9.1%GOI
7.71%REC Ltd.
7.59%Indian Railway Finance Corporation Ltd.
7.55%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 7,768 cr | ||
₹ 15,014 cr | ||
₹ 4,544 cr | ||
₹ 10,935 cr | ||
₹ 4,657 cr |
Sundaram Banking & PSU Fund (G) Review
Sundaram Banking & PSU Fund (G) is a Banking and PSU Debt fund and has delivered an annualised return of 6.73% over 20 years. The fund has grown over a period of 20 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Banking & PSU Fund (G) as of 6/28/2024 is ₹35.62 with the total AUM as of 5/12/2025 is ₹328.6. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Banking & PSU Fund (G) was launched on 2004-12-29. The category risk of the fund is Moderate.
The minimum SIP amount for Sundaram Banking & PSU Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Banking & PSU Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Banking & PSU Debt Index A-II.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Banking & PSU Fund (G).