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Sundaram Banking & PSU Debt Fund (Growth)

Formerly Sundaram Flexible S/T Instl Gr
Returns (5yrs)
7.8 %
Latest NAV
33.07

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of August, 07:03 PM

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

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Siddharth Chaudhary
  • expense-ratio
    Expense Ratio
    0.36
    benchmark
    Benchmark
    CRISIL Banking and PSU Debt TR INR
  • Aum image
    AUM
    ₹ 1655.96 Crores
    ISIN
    ISIN
    INF903J01IN3
  • Category Risk:

    Moderately Low risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Small Industries Development Bank Of India
7%
Indian Railway Finance Corporation Limited
6%
National Bank For Agriculture And Rural Development
6%
Power Finance Corporation Ltd.
5%
Housing Development Finance Corporation Limited
5%

Allocation

Debt
81%
Others
19%
Equity
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
100000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Banking & PSU Debt Fund Regular Growth is a Banking And Psu Debt fund and has delivered an annualised return of 7.8% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Siddharth Chaudhary. To generate income and capital appreciation by predominantly investing in debt instruments of Banks,Public Sector Undertakings,Public Financial Institutions and Municipal Bonds The fund charges 0.36000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹100000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.