SU
Sundaram Banking and PSU Debt Fund Direct Growth
Latest NAV
+4.75% 1Y
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Benchmark: Nifty Banking & PSU Debt Index A-II
Expense ratio
0.27%
AUM
₹258 Cr
Min SIP
₹250
Min lump sum
₹5,000
1Y
+4.75%
3Y (ann.)
+7.02%
5Y (ann.)
+6.00%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹46.54
52-week range
at 98%
₹46.54
Low 06 Oct 2025₹44.49
High 09 Sep 2026₹46.59
Risk level
Moderately Low
Low
Very high
NAV history
10 Jan 2013
Since inception
05 Oct 2026
Returns by period
1W
+0.00%
1M
+0.17%
3M
+0.60%
6M
+2.95%
1Y
+4.75%
3Y
+7.02%
5Y
+6.00%
3Y and 5Y returns are annualised.
Return calculator
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Invested
Projected value
min SIP ₹250
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
Fund manager(s): Kumaresh Ramakrishnan, Sandeep Agarwal, Rouhak Shah
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹5,000
SIP
Purchase
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STP
SWP
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