Sundaram Banking & PSU Fund - Direct Plan - Growth Option
Moderate Risk
Debt
3 Star
NAV as of Mar 20, 2026
₹45.21
-0.01%1D Change
3Y returns
+23.78% ↑
Moderate Risk
Debt
3 Star
NAV as of Mar 20, 2026
₹45.21
-0.01%1D Change
3Y returns
+23.78% ↑
Sundaram Banking & PSU Fund - Direct Plan - Growth Option
Moderate Risk|Debt|3 Star
NAV as of Mar 20, 2026
₹45.21
-0.01%1D
3Y returns
+23.78% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.27%
- Exit Load0% within 0 days
- AUM (Fund size)₹277.53 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹5000
- RiskModerate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Treps | 12.22% |
| Indian Oil Corporation Limited | 10.86% |
| HDFC Bank Limited | 9.06% |
| National Housing Bank | 7.24% |
| Export Import Bank Of India | 7.23% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| UTI Banking & PSU Fund Di... | ₹ 1,107 Cr | ₹23.24 | -0.01% | Low to Moderate |
| Kotak Banking and PSU Deb... | ₹ 5,409 Cr | ₹70.87 | -0.04% | Low to Moderate |
| ICICI Prudential Banking ... | ₹ 9,293 Cr | ₹35.45 | -0.04% | Moderate |
| HSBC Banking & PSU Debt f... | ₹ 4,514 Cr | ₹26.48 | -0.05% | Moderate |
NAV History - SUNDARAM BANKING AND PSU FUND Direct Plan - Growth
FUND | SUNDARAM BANKING AND PSU FUND Direct Plan - Growth |
|---|---|
| NAV (Mar 20, 2026) | ₹45.21 |
| Class | Debt | Banking & PSU |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal, Yash Sanghvi |
FUND | SUNDARAM BANKING AND PSU FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM BANKING AND... | 0.07% | 0.05% | 0.79% | 2.19% | 6.55% | 7.37% |
Frequently Asked Questions
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About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,368
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
