Sundaram Banking And Psu Fund Regular Plan Growth

Debt Generate Interest income and beat FD returns
Banking and PSU Fund
Category Rank
Rating
  • The fund has strong portfolio and relatively low credit default risk
  • The fund has above average yield(expected return) as compared to other funds in the category
  • The fund has lower interest rate risk as compared to others funds in the category
Fund
Fund sahi hai
Time to Invest
NAV
Rs.42.7117 (09/05/2025)
L 52Wk H
39.13
 
 42.80

Asset Allocation for Sundaram Banking And Psu Fund Regular Plan Growth Fund Growth

Top 10 Holdings of Sundaram Banking And Psu Fund Regular Plan Growth

51.53 % of total assets
Indian Oil Corporation Ltd - 7.44% - 25/11/2027**(6.54%)
6.79% Central Government Securities 07/10/2034(5.53%)
HDFC Bank Ltd - 7.7% - 16/05/2028(5.46%)
REC LTD - 7.55% - 31/03/2028**(5.46%)
Housing and Urban Development Corp. Ltd - 6.9% - 23/04/2032**(5.37%)
Bank of Baroda - 15/05/2025(5.35%)
TREPS(4.91%)
National Housing Bank - 7.59% - 14/07/2027**(4.36%)
Small Industries Development Bank of India - 7.54% - 12/01/2026**(4.31%)
Power Finance Corporation Ltd - 6.09% - 27/08/2026**(4.25%)

Detailed Portfolio of Sundaram Banking And Psu Fund Regular Plan Growth

Portfolio Date -30 Apr 2025
Debt Holdings -33
Other Holdings -3

  • Equity Holdings

  • Debt Holdings

  • Other Holdings

Holdings % Weight Value Sahi Hai/Nahi

Insight on the composition of the Sundaram Banking And Psu Fund Regular Plan Growth

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Sundaram global
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  • The volatility of constituents of the fund is one of the highest in the category which often results in sub optimal returns
  • The funds expense ratio is one of the highest in the category
  • The funds ability to generate higher returns for each unit of risk undertaken is one of the lowest in the category
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
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