Return
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹278 Cr
Lock In Period
N/A
Expense Ratio
0.44
Benchmark
Nifty Banking & PSU Debt Index A-II
Exit Load
Nil
Summary
Latest details for Sundaram Banking & PSU Fund Growth include a ₹44.4671 NAV as of Mar 30,2026 and returns since inception of 22.75%. Minimum investments start at SIP ₹250. The Sundaram Banking & PSU Fund Growth AUM is ₹278 Cr, with a lock-in of N/A years, expense ratio of 0.44%, and benchmark Nifty Banking & PSU Debt Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.33% returns, against a category average of -1.47% and a category best of 2.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.33 | -1.47 | 2.46 |
| 6M | 1.70 | 1.24 | 5.84 |
| 1Y | 5.64 | 4.75 | 9.60 |
| 3Y | 7.07 | 13.32 | 28.10 |
Portfolio Analysis
- Equity:
- Debt: 96.35%
- Others
As on: 2026-03-15
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About Fund
Sundaram Banking & PSU Fund Growth managed by Sundaram Mutual Fund,is a Banking & PSUscheme with Assets Under Management of ₹278 Crore. The fund benchmarks its performance against the Nifty Banking & PSU Debt Index A-II while maintaining an expense ratio of 0.44. Under the expert guidance of Dwijendra Srivastava ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Banking & PSU Debt Fund - Retail Plan - Growth Growth | 5 | 8905.19 CR | 0.65 |
| This FundEdelweiss Banking and PSU Debt Fund Growth | 1 | 504.01 CR | 0.69 |
| This FundSundaram Banking & PSU Fund Growth | 3 | 277.53 CR | 0.44 |
| This FundICICI Prudential Banking and PSU Debt Fund Growth | 5 | 9293.41 CR | 0.73 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 4 | 476.37 CR | 0.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Banking & PSU Debt Fund - Retail Plan - Growth Growth | 5.3524 | 22.1902 |
| This FundEdelweiss Banking and PSU Debt Fund Growth | 5.2183 | 22.3311 |
| This FundSundaram Banking & PSU Fund Growth | 5.6436 | 22.7467 |
| This FundICICI Prudential Banking and PSU Debt Fund Growth | 5.6789 | 23.0319 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 6.5909 | 23.1337 |
FAQs
Sundaram Banking & PSU Fund 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 Fund Growth is 0.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Banking & PSU Fund Growth’s fund performance is as follows:
- 1 Month : -0.33%
- 6 Months : 1.70%
- 1 Year : 5.64%
- 3 Years : 7.07%
You can invest in Sundaram Banking & PSU Fund 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 Fund Growth is ₹278 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Banking & PSU Fund 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