Sundaram Banking & PSU Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.4%
Sharpe Ratio1.74
Beta1.55
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities9.53%
6.79% Govt Stock 2034Utilities6.56%
Indian Oil Corporation LimitedUtilities6.51%
Rec LimitedUtilities5.44%
HDFC Bank LimitedUtilities5.42%
Housing And Urban Development Corporation LimitedUtilities5.29%
National Housing BankUtilities4.34%
Small Industries Development Bank Of IndiaUtilities4.28%
Power Finance Corporation LimitedUtilities4.24%
Indian BankUtilities4.08%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.41%
Regulatory & Tax Information
INF903J01IR4
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)