CASPeR Ranking #137

Sundaram Banking & PSU Fund Growth

Moderate Risk •Banking & PSU• Fixed Income

NAV (Fri Jun 28 2024)

₹36

Returns (Since Inception)

4.95%

Category Average

5.99%

Rating

Allocation and Holdings

Asset class

Weightage

Unknown

64.16%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Sundaram Banking & PSU Fund Growth

Minimum SIP

250

Risk Level

Moderate Risk

AUM

₹335.10 Cr

ISIN

INF903J01IK9

Inception Date

Dec 30 2004

Standard Deviation

1.185

Beta

Sharpe Ratio

-0.734

Benchmark

NIFTY Banking & PSU Debt TR INR

Expense Ratio

0.400%

Exit Load

For redemption within 12 months from the date of allotment - 1%. For redemption after 12 months from the date of allotment - Nil.

Risk

Moderate Risk

Investment 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

Siddharth Chaudhary

About the AMC

Sundaram Asset Management Company Ltd

Phone Number

+91 44 28583362/3367

Email Address

rahulm@sundarammutual.com

Corporate Office Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Overall AUM

₹335.10 Cr

Website

www.sundarammutual.com

Popular Hybrid Funds

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Sundaram Aggressive Hybrid Fund Direct Plan Growth

15.84% (5Y)

Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option

5.71% (5Y)

Sundaram Focused Fund- Direct Plan - Growth Option

18.34% (5Y)

Sundaram Banking & PSU Fund Growth

5.84% (5Y)

Sundaram Banking & PSU Fund Regular Growth

5.64% (5Y)

Popular Fixed Income funds

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UTI Credit Risk Fund (Segregated - 06032020) - Regular Plan - Growth Option

Moderately High risk •Other Bond• Fixed Income

₹7.00 K

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Growth Option

Moderately High risk •Other Bond• Fixed Income

₹7.00 K

UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option

Moderate Risk •Other Bond• Fixed Income

₹0.66 Cr

UTI Medium Term Fund (Segregated - 06032020) - Direct Plan - Growth Option

Moderate Risk •Other Bond• Fixed Income

₹0.66 Cr

Bandhan BSE Sensex ETF

Very High Risk •Large-Cap• Equity

₹1.18 Cr

10.55%

Expert designed mutual fund portfolios

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Sundaram Banking & PSU Fund Growth

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Fixed Income funds

Expert designed mutual fund portfolios

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