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Sundaram Banking & PSU Fund - Reg (G)

Banking and PSU Fund • OPEN
NAV as of Apr 29, 2026
₹44.72
1 day change
Returns since inception
7.26%
CAGR
AUM (Fund size)
₹274 Cr
NAV: ₹ 44.72
as on Apr 29, 2026
Sundaram Banking & PSU Fund - Reg (G)

Sundaram Banking & PSU Fund - Reg (G) Overview

AUM (Fund size) ₹ 274 Cr
Expense ratio 0.44 %
Exit load Nil
Plan type Regular Fund
Risk Moderately Low
Lock-in Period Nil
Benchmark Nifty Banking & PSU Debt Index A-II
Min. investment SIP: ₹250    Lumpsum: ₹5,000
Age 21 yrs 4 m since Dec 20, 2004
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

No Sector Data Available

Top Holdings

TREPS 12.00%
HDFC Bank 9.17%
E X I M Bank 7.34%
Natl. Hous. Bank 7.33%
N A B A R D 5.51%
I O C L 5.50%
N A B A R D 3.66%
I R F C 3.66%
SBI 3.64%
Power Fin.Corpn. 3.63%

Scheme Information

Sundaram Banking & PSU Fund - Reg (G) was launched on 20/12/2004. The fund manages ₹274 Cr in assets. Its current expense ratio is 0.44%.

Fund Manager: Dwijendra Srivastava

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FAQs on Sundaram Banking & PSU Fund - Reg (G)

The current expense ratio of Sundaram Banking & PSU Fund - Reg (G) is 0.44%.

The AUM of Sundaram Banking & PSU Fund - Reg (G) is ₹274 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Banking & PSU Fund - Reg (G) allows both SIP and lump sum investments.

The latest NAV is ₹44.72.

Minimum SIP starts from ₹250.

Redemption can be done via AMC website or your investment platform.

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