Sundaram Banking & PSU Debt Fund Growth
Medium
Risk
Debt
Other
+
4.61
%
4.61
%
3Y annualised
+
0.07
%
0.07
%
1D
1M
6M
1Y
3Y
All
Fund size
349
NAV:
Mar 7, 2024
34.8808
Sector
Tech
Type
Debt
Launched
Dec 2004
Min Investment
5000
Expense Ratio
0
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
8.65
%
Indian Oil Corporation Limited
8.56
%
HDFC Bank Limited
8.55
%
Rural Electrification Corporation Limited
7.13
%
Indian Railway Finance Corporation Limited
7.12
%
Export Import Bank Of India
6.98
%
Small Industries Development Bank Of India
5.7
%
Power Finance Corporation Ltd.
5.52
%
7.32% Govt Stock 2030
4.35
%
National Bank For Agriculture And Rural Development
4.27
%
Expense ratio, exit load and tax
Expense Ratio:
0
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Banking & PSU Debt Fund Growth
More details
Investment objective
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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