Sundaram BankIng & PSU Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Debt: Banking and PSU |
| Launch Date: 30-12-2004 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Banking & PSU Debt Index A-II |
| TER: 0.42% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 261.54 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
45.7777
0.01 (0.0277%)
7.25%
Benchmark: 6.91%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 2 Months
19 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate reasonable returns by creating a portfolio comprising substantially of fixed rate debt instruments, short term bonds and money market instruments. Its portfolio will be skewed towards short-term maturities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.2 |
| Average Maturity | 3.11 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram BankIng & PSU Fund Regular Plan - Growth | 30-12-2004 | 4.97 | 6.36 | 6.9 | 5.84 | 6.34 |
| FranklIn India BankIng & PSU Debt Fund - Growth | 05-04-2014 | 6.12 | 6.94 | 7.15 | 6.06 | 6.9 |
| UTI BankIng & PSU Fund- Regular Plan - Growth Option | 05-01-2014 | 5.91 | 6.93 | 7.15 | 7.45 | 6.37 |
| Bandhan BankIng And PSU Fund - Regular Growth | 07-03-2013 | 5.5 | 6.5 | 6.83 | 5.92 | 6.91 |
| ICICI Prudential Banking and PSU Debt Fund - Regular Plan - Growth | 01-01-2010 | 5.42 | 6.6 | 6.88 | 6.23 | 6.87 |
| Kotak BankIng And PSU Debt - Growth | 29-12-1998 | 5.34 | 6.39 | 6.9 | 6.02 | 7.0 |
| LIC MF BankIng & PSU Fund-Regular Plan-Growth | 30-05-2007 | 5.03 | 6.32 | 6.78 | 5.74 | 6.46 |
| Axis BankIng & PSU Debt Fund - Regular Plan - Growth Option | 01-06-2012 | 4.94 | 6.33 | 6.68 | 5.85 | 6.89 |
| SBI Banking & PSU Debt Fund - Regular Paln - Growth | 09-10-2009 | 4.89 | 6.26 | 6.69 | 5.62 | 6.62 |
| HDFC BankIng And PSU Debt Fund - Growth Option | 03-03-2014 | 4.85 | 6.15 | 6.67 | 5.82 | 6.76 |
Scheme Characteristics
Minimum investment in Debt instruments of banks, Public Sector Undertakings, Public Financial Institutions - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
