Return
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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 ₹44.4234 NAV as of Apr 02,2026 and returns since inception of 22.69%. 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 -0.21% returns, against a category average of -1.71% and a category best of 2.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.21 | -1.71 | 2.46 |
| 6M | 1.78 | 0.81 | 5.84 |
| 1Y | 5.58 | 4.75 | 9.60 |
| 3Y | 7.06 | 13.92 | 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 FundHDFC Banking and PSU Debt Fund - Growth | 4 | 5455.07 CR | 0.72 |
| 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 FundUTI Banking & PSU Fund Growth | 5 | 1107.4 CR | 0.46 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 4 | 476.37 CR | 0.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Banking and PSU Debt Fund - Growth | 5.1785 | 22.0572 |
| This FundEdelweiss Banking and PSU Debt Fund Growth | 4.9603 | 22.0946 |
| This FundSundaram Banking & PSU Fund Growth | 5.5834 | 22.6945 |
| This FundUTI Banking & PSU Fund Growth | 6.5149 | 22.931 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 6.424 | 23.0278 |
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 : -0.21%
- 6 Months : 1.78%
- 1 Year : 5.58%
- 3 Years : 7.06%
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