SUSundaram MFDirect · IDCW

Sundaram Banking & PSU Debt Fund - Quarterly Dividend - Direct Plan

debtDebt - Short Term FundBenchmark: CRISIL Short Term Bond Index
NAV · 31 Mar 2016₹10.64
AUM₹19 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit LoadNil
Min SIP₹250from this fund's primary plan
Launched2016

Investment Objective

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. There is no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Money mkt & debt securities issued by banks, PSU, Public Financial Institutions (PFIs)80%–100%
Other debt & money market securities0%–20%
Fund Managers
SC
Siddharth Chaudhary
Fund Manager
Key Information
₹250from this fund's primary plan
₹5,000
Nil
Nil
Inception30 Mar 2016
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Banking & PSU Debt Fund - Quarterly Dividend - Direct Plan.

Sundaram MF Latest News

Trailing Returns

No return data available for this fund.

Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
Nil
₹250from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme