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Sundaram Banking & PSU Debt Fund(Old) Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Banking & PSU Debt Fund(Old) Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100000

AUM (Fund size)

₹19 Cr

Lock In Period

N/A

Expense Ratio

0.29

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Sundaram Banking & PSU Debt Fund(Old) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.433.98
6M0.000.9311.87
1Y0.003.8521.71
3Y0.007.85135.01

Portfolio Analysis

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About Fund Sundaram Banking & PSU Debt Fund(Old) Growth

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
Franklin India Credit Risk Fund - Segregated Portfolio 3 Growth00 CR1.13
Sundaram Banking & PSU Debt Fund(Old) Growth019.27 CR0.29
Fund Name1Y3Y
This FundFranklin India Credit Risk Fund - Segregated Portfolio 3 Growth
This FundSundaram Banking & PSU Debt Fund(Old) Growth

Sundaram 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.