DS
Dwijendra SrivastavaFund Manager Since 31 Jul 2010
Fixed IncomeBanking & PSU
Sundaram Banking & PSU Fund Growth
3Y Annualised
4.95%
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
0.56%
0.05% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
14 years 4 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹337.14 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹5000
Exit load
0%
For redemption within 12 months from the date of allotment - 1%. For redemption after 12 months from the date of allotment - Nil.
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Banking and PSU Debt Fund Bonus
2.46%
2nd
ICICI Prudential Banking and PSU Debt Fund Retail Plan Growth
2.42%
3rd
ICICI Prudential Banking and PSU Debt Fund Retail Plan Daily Payout of Inc Dist cum Cap Wdrl
2.28%
4th
ICICI Prudential Banking and PSU Debt Fund Retail Plan Daily Rnvstmnt of Inc Dist cum Cap Wdrl
2.28%
5th
PGIM India Banking and PSU Debt Fund Direct Plan Quarterly Reinvestment of Inc Dist cum cap wdrl
0.89%
31st
Sundaram Banking & PSU Fund Growth
0.56%
Fund Managers
SC
Siddharth ChaudharyFund Manager Since 30 Sept 2010
About Sundaram Banking & PSU Fund Growth
Sundaram Banking & PSU Fund Growth is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 20 years, having been launched on 2004-12-30. Sundaram Banking & PSU Fund Growth has ₹337.14 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Sundaram Banking & PSU Fund Growth as of Fri Jun 28 2024 is ₹35.6206. The fund has an expense ratio of 0.42%, which is medium comparable to most other Fixed Income funds.
Sundaram Banking & PSU Fund Growth returns for the last 1 year are 6.91%. Since launch, it has delivered 6.73% average annual returns.
The Sundaram Banking & PSU Fund Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Banking & PSU Fund Growth.
- 7.1% Govt Stock 2034: 13.65%
- Indian Oil Corporation Limited: 8.92%
- Rural Electrification Corporation Limited: 7.44%
- HDFC Bank Limited: 7.42%
- National Housing Bank: 5.95%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2004-12-30 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Banking & PSU Fund Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
12.86%
expense ratio
0.82%
fund size
₹5435.68 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
6.89%
expense ratio
0.23%
fund size
₹2147.14 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
14.09%
expense ratio
1.41%
fund size
₹1062.46 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹337.14 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.09%
expense ratio
0.42%
fund size
₹337.14 Cr
FAQs
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