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Sundaram Banking and PSU Debt Fund Regular Plan - Growth
- Debt
- Banking and PSU
- Low to Moderate
-
₹40.86
(-0.03%)
Current NAV 22-11-2024
-
8.07%
Returns
-
Min. SIP ₹250
Min. Investment ₹5000
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Returns
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| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.08% | 0.1% | 0.1% |
| 1M | 0.46% | 0.46% | 1.05% |
| 3M | 1.86% | 1.8% | 2.16% |
| 6M | 4.01% | 3.89% | 4.45% |
| 1Y | 8.07% | 7.88% | 8.46% |
| 2Y | 7.32% | 7.15% | 8.2% |
| 3Y | 5.73% | 5.74% | 6.75% |
| 5Y | 5.57% | 6.21% | 8.3% |
| ALL | 7.32% | 6.91% | 8.8% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 1.18% | -0.49% | 2.28% | 3.99% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Compare your fund with the top category schemes.
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns5.73% (p.a.)
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns6.16% (p.a.)
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns5.73% (p.a.)
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns5.93% (p.a.)
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns5.73% (p.a.)
ITI Banking and PSU Fund Regular - Growth
3Y Returns5.84% (p.a.)
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns5.73% (p.a.)
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.97% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Debt96.93% Others2.72%
Debt Market Cap
Top 5 Sectors of Debt
Financial 63.26%
Sovereign 21.53%
Energy 12.14%
Top 5 Companies of Debt
7.18% GOI 14/08/2033 10.74%
7.44% Indian Oil Corporation Ltd. 25/11/2027 9.1%
7.32% GOI 13/11/2030 7.71%
7.55% REC Ltd. 31/03/2028 7.6%
7.23% Indian Railway Finance Corporation Ltd. 15/10/2026 7.55%
Others Market Cap
Top 5 Sectors of Others
Others 2.72%
Top 5 Companies of Others
Others 2.4%
Others 0.32%
Check out the favourite sectors and companies of this fund
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Banking and PSU Debt Fund Regular Plan - Growth as of 22-11-2024 is 40.8585.
What is the benchmark of Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Banking and PSU Debt Fund Regular Plan - Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
The fund's top 5 sectors holdings are Financial, Sovereign, Energy, Others
How can I redeem my investments in Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
Redeeming your investments in Sundaram Banking and PSU Debt Fund Regular Plan - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Dwijendra Srivastava, Sandeep Agarwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Banking and PSU Debt Fund Regular Plan - Growth is Rs 328.47 Crs. Crs.
Should I invest in Sundaram Banking and PSU Debt Fund Regular Plan - Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Banking and PSU Debt Fund Regular Plan - Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
