Sundaram Banking & PSU Fund Regular-Growth
Sundaram Banking & PSU Fund Regular-Growth: Mutual Fund Overview
Sundaram Banking & PSU Fund Regular-Growth is an Banking and PSU mutual fund with over 21.2 years of performance history. The scheme manages an AUM of ₹281.42 Cr and has a NAV of ₹44.5658. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.95%.
Debt, Banking and PSU, Principal at moderate risk
1 Year Return 6.95% at 12 Mar 2026 06:36 PM
Fund Details
NAV 44.5658
Sub-Type Banking and PSU
Rating 4
Min. SIP Amount ₹250.0
Fund Age(Year) 21.2
Fund Size(in Crores) 281.42
Fund Performance
1 Month 0.39%
3 Month 0.89%
6 Month 2.3%
1 Year 6.95%
3 Year 7.41%
5 Year 5.66%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100%) Market Cap Mid Cap 1.35 Small Cap 0.05 Large Cap 98.59 Top Sectors Financial 36.22 Energy 11.9 Technology 8.84 Automobile 6.96 Consumer Staples 5.9 Services 4.71 Communication 4.56 Construction 4.38 Healthcare 4.36 Materials 4.03 Metals & Mining 3.73 Consumer Discretionary 1.56 Insurance 1.47 Capital Goods 1.39 Top Holding ITC 2.63 HCL Technologies 1.28 Bharti Airtel 4.56 Bajaj Auto 0.96 Apollo Hospitals Enterprise 0.7 Kotak Mahindra Bank 2.66 HDFC Bank 11.83 Eternal 1.54 Infosys 3.97 Bajaj Finserv 0.99 Wipro 0.5 Bajaj Finance 2.3 Nestle India 0.81 Nifty 50 0.05 Mahindra & Mahindra 2.64 Power Grid Corporation Of India 1.18 Grasim Industries 0.93 Tech Mahindra 0.75 Larsen & Toubro 4.38 Ultratech Cement 1.31 Adani Ports and Special Economic Zone 0.98 SBI Life Insurance Company 0.8 Axis Bank 3.45 Max Healthcare Institute 0.71 Sun Pharmaceutical Industries 1.6 HDFC Life Insurance 0.67 ONGC 0.95 Cipla 0.66 ICICI Bank 8.58 Tata Consultancy 2.35 Tata Steel 1.53 Tata Consumer Products 0.65 Maruti Suzuki India 1.7 Tata Motors Passenger Vehicles 0.7 Interglobe Aviation 0.95 Bharat Electronics 1.39 State Bank of India 4.34 Hindustan Unilever 1.81 Shriram Finance 1.32 Trent 0.75 Dr. Reddy's Laboratories 0.68 Coal India 0.85 Eicher Motors 0.96 JIO Financial 0.73 Reliance Industries 8.2 JSW Steel 1.03 NTPC 1.58 Adani Enterprises 0.49 Titan Company 1.56 Asian Paints 0.94 Hindalco Industries 1.17
Debt & Others (0%) Sector Allocation Cash Margin 0.02 Repo 0.28 Net Payables -0.3 Debt Credit Ratings Debt Category Others 0.0
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.44%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Yash Pankaj Sanghvi
Education B.Tech (Electronics), PGDM (Finance)
Experience Prior to joining Sundaram MF, he was associated with LIC Mutual Fund.
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2004-12-29
Total AUM 75674.2
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
