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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100000

AUM (Fund size)

₹19 Cr

Lock In Period

N/A

Expense Ratio

0.29

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Banking & PSU Debt Fund(Old) Growth include a ₹ NAV as of Apr 26,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Banking & PSU Debt Fund(Old) Growth AUM is ₹19 Cr, with a lock-in of N/A years, expense ratio of 0.29%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.62% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.623.10
6M0.000.3111.87
1Y0.002.5421.71
3Y0.008.67142.24

Portfolio Analysis

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About Fund

Sundaram Banking & PSU Debt Fund(Old) Growth managed by Sundaram Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹19 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.29. Under the expert guidance of Siddharth Chaudhary ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Siddharth Chaudhary

Mr. Siddharth Chaudhary is a commerce graduate and holds a PG Diploma in Securities market. He has been associated with Sundaram Asset Management Company Ltd since 2010 as fund manager for Fixed Income. From 2006 - 2010, he was associated with Indian Bank in the Treasury Department and as Fixed Income & Derivatives Dealer.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak Quarterly Interval - Series 13 Growth026.21 CR
This FundSundaram Banking & PSU Debt Fund(Old) Growth019.27 CR0.29
Fund Name1Y3Y
This FundKotak Quarterly Interval - Series 13 Growth00
This FundSundaram Banking & PSU Debt Fund(Old) Growth

FAQs

Sundaram Banking & PSU Debt Fund(Old) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Banking & PSU Debt Fund(Old) Growth is 0.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Banking & PSU Debt Fund(Old) Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram Banking & PSU Debt Fund(Old) Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Banking & PSU Debt Fund(Old) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Banking & PSU Debt Fund(Old) Growth is ₹19 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Banking & PSU Debt Fund(Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500