Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
As on 23 Oct 2026
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
DebtNAV
₹ 46.36
CAGR (3 Years)
6.83%
AUM (Cr)
₹ 257.79
Risk
Low to Moderate Risk
About Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
Breakdown of this Fund
Debt Others
143.87%
Govt. Securities
19.23%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
0.28
Exit Load
Nil
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.