16478
18076
Sundaram Banking & PSU Fund - Direct Growth
6.02
8.05
5.79
0.05
0.54
1.40
4.12
7.16
  • NAV

    41.68

    as on 27 Dec 2024

  • ₹0.02 (0.06%)

    Last Change

  • 6.02%

    3Y CAGR returns

  • ₹ 250

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.27%

    Expense Ratio
  • Rating
  • 336 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 27 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.05%
  • 6.02%
  • 5.79%
  • 7.16
13.83%
8.96%
7.46%
7.45%
5.97%
56.33%
View all Holdings
  • -1.23Alpha
  • 0.35SD
  • 0.05Beta
  • -0.81Sharpe
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds

Dwijendra Srivastava

Low Low to
moderate
Moderate Moderately
High
High Very
High

Sundaram Mutual Fund

  • AUM :
  • 67,164Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
Mutual Fund by Category

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FAQs

You can invest in Sundaram Banking & PSU Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Banking & PSU Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Banking & PSU Fund - Direct Growth has delivered 7.12% since inception

The NAV of Sundaram Banking & PSU Fund - Direct Growth is ₹40.1619 as of 27 Dec 2024

The expense ratio of Sundaram Banking & PSU Fund - Direct Growth is % as of 27 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Banking & PSU Fund - Direct Growth 328.7 CR as of 27 Dec 2024

The minimum SIP amount of Sundaram Banking & PSU Fund - Direct Growth is 250

The top stock holdings of Sundaram Banking & PSU Fund - Direct Growth are

  1. GSEC2034 - 13.83%
  2. I O C L - 8.96%
  3. REC Ltd - 7.46%
  4. HDFC Bank - 7.45%
  5. Natl. Hous. Bank - 5.97%

The top sectors Sundaram Banking & PSU Fund - Direct Growth has invested in are

  1. - 0%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Banking & PSU Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Banking & PSU Fund - Direct Growth based on your investment objective and risk tolerance

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