Sundaram Banking & PSU Reg Bns

Sundaram Banking & PSU Reg Bns Fund Details and Key Information

Sundaram Banking & PSU Reg Bns is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹281.42 Cr

• Expense Ratio: 0.44%

• Cash Holding: 15.87%

• Plan Type: Dividend

• Benchmark: NIFTY Banking & PSU Debt TR INR

• Launch Date: 2013-10-23

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Sundaram Banking & PSU Reg Bns Returns and Performance

Sundaram Banking & PSU Reg Bns has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.06%

• 3 Months: 2.65%

• 6 Months: 4.94%

• 1 Year: 9.24%

• 3 Years: 0.24%

• 5 Years: 0.31%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Sundaram Banking & PSU Reg Bns Risk Level and Volatility

Understanding risk is important before investing. Sundaram Banking & PSU Reg Bns falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Sundaram Banking & PSU Reg Bns Portfolio Allocation

The asset allocation of Sundaram Banking & PSU Reg Bns shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 15.87%

This allocation plays a key role in determining the fund’s risk and return profile.

Sundaram Banking & PSU Reg Bns Sector Allocation

Sundaram Banking & PSU Reg Bns diversifies its investments across sectors to reduce risk.

Sector Holding Detail

-

Sector allocation data helps investors understand which industries the fund is focusing on.

Sundaram Banking & PSU Reg Bns Fund House

Sundaram Banking & PSU Reg Bns is managed by:

AMC Name: Sundaram Asset Management Company Ltd

A strong fund house with a proven track record can improve investor confidence.

Sundaram Banking & PSU Reg Bns Minimum Investment

Investors can start investing in Sundaram Banking & PSU Reg Bns with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.