Sundaram Banking & PSU Fund - Direct Plan - Growth Option - Regular - Latest NAV [ ₹41.6453 ], Returns, Performance, Portfolio & Returns 2024

Sundaram Banking & PSU Fund - Direct Plan - Growth Option

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Direct

Growth

3 yr CAGR
+5.84%
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starstarstarstar4

Direct

Growth

3 yr CAGR
+5.84%
highlight

Fund overview

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Net Asset Value

₹41.6453
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AUM (Fund size)

334.68 Crore
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Lock-in period

No Lock-in
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Exit Load

0% in 0 days
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Expense ratio

0.27%
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Risk

Moderate
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

5,951 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
risk

Top holdings

HoldingsWeightage
7.1% Govt Stock 203414.57%
Indian Oil Corporation Limited9.01%
Rural Electrification Corporation Limited7.5%
HDFC Bank Limited7.47%
National Housing Bank6%
Small Industries Development Bank Of India5.97%
Power Finance Corporation Limited5.84%
National Bank For Agriculture And Rural Development4.51%
Indian Railway Finance Corporation Limited4.47%
National Bank For Agriculture And Rural Development4.47%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

About Sundaram Asset Management Company Ltd

Sundaram Mutual Fund was started in 1996. It is a fully owned subsidiary of one of Indía's oldest NBFCs - Sundaram Finance Limited.

Managers

Dwijendra Srivastava, Sandeep Agarwal

Custodians

HDFC Bank Ltd

Address

Sundaram Asset Management Company Limited Sundaram Towers,

Fax Nos.

+91 44 2858 3156

Telephone Nos.

+91 44 28583362/3367

Homepage

www.sundarammutual.com

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BANGALORE, KARNATAKA

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BANGALORE, KARNATAKA

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

5,951 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
risk

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Frequently Asked Questions

What are debt-funds?

Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.

Who should invest in a debt fund?

Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.

What are liquid funds?

Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.