Sundaram Banking & PSU Fund - Regular Plan - Quarterly Dividend - Reinvestment

Sundaram Banking & PSU Fund - Regular Plan - Quarterly Dividend - Reinvestment is a scheme launched by Sundaram Mutual Fund on March 27, 2015, and falls under the PSU Themes fund category. It currently manages an AUM of Rs 19.27 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 0.61% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to seek to generate income and capital appreciation by primarily investing in a portfolio of debt and money market securities that are issued by banks, public sector undertakings and Public Financial Institutions.

• Performance:

  Sundaram Banking & PSU Fund - Regular Plan - Quarterly Dividend - Reinvestment trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.