DS
Dwijendra SrivastavaFund Manager Since 31 Jul 2010
Fixed IncomeBanking & PSU
Sundaram Banking & PSU Fund Regular Growth
3Y Annualised
7.49%
0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.06%
0.02% 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
9 years 7 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹377.41 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
Canara Robeco Banking and PSU Debt Fund Direct Payout Inc Dist cum Cap Wdrl
2.53%
2nd
Canara Robeco Banking and PSU Debt Fund Direct Reinvestment Inc Dist cum Cap Wdrl
2.53%
3rd
Canara Robeco Banking and PSU Debt Fund Regular Payout Inc Dist cum Cap Wdrl
2.52%
4th
Canara Robeco Banking and PSU Debt Fund Regular Reinvestment Inc Dist cum Cap Wdrl
2.52%
5th
ICICI Prudential Banking and PSU Debt Fund Bonus
2.46%
143rd
Sundaram Banking & PSU Fund Regular Growth
0.06%
Fund Managers
SC
Siddharth ChaudharyFund Manager Since 30 Sept 2010
About Sundaram Banking & PSU Fund Regular Growth
Sundaram Banking & PSU Fund Regular 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 Regular Growth has ₹377.41 Cr worth of assets under management (AUM) as of Sun Dec 28 2025. The latest Net Asset Value (NAV) of Sundaram Banking & PSU Fund Regular Growth as of Fri Dec 26 2025 is ₹44.2736. The fund has an expense ratio of 0.41%, which is medium comparable to most other Fixed Income funds.
Sundaram Banking & PSU Fund Regular Growth returns for the last 1 year are 7.70%. Since launch, it has delivered 7.34% average annual returns.
The Sundaram Banking & PSU Fund Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Banking & PSU Fund Regular Growth.
- Indian Oil Corporation Limited: 8.08%
- Rec Limited: 6.74%
- HDFC Bank Limited: 6.74%
- Small Industries Development Bank Of India: 6.71%
- Housing And Urban Development Corporation Limited: 6.55%
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 Regular 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. |
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expense ratio
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Sundaram Focused Fund- Direct Plan - Growth Option
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Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹377.41 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.49%
expense ratio
0.41%
fund size
₹377.41 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
