Sundaram Banking and PSU Fund - Regular Plan - Growth

Sundaram Banking and PSU Fund - Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on December 30, 2004, and falls under the Banking and PSU fund category. It currently manages an AUM of Rs 470.51 crore. The fund permits investments with a minimum SIP of Rs 250 and a lump sum of Rs 5000. It charges an expense ratio of 0.41% for managing the portfolio.

• Investing Strategy:

  To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds

• Performance:

  Sundaram Banking and PSU Fund - Regular Plan - Growth trailing returns over different times are 8.1% (1 year), 7.32% (3 year) and 5.6% (5 year). The average annual return of this fund stands at 7.36%.