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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 Feb 21,2026 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 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Interval Fund - III - Series 1 Growth | 0 | 52.55 CR | 0.13 |
| This FundSundaram Banking & PSU Debt Fund(Old) Growth | 0 | 19.27 CR | 0.29 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Interval Fund - III - Series 1 Growth | ||
| 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 : %
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