Sundaram Banking and PSU Gr
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.7%
Sharpe Ratio-0.47
Beta0.78
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LimitedUtilities9.67%
National Housing BankUtilities7.76%
Export Import Bank Of IndiaUtilities7.73%
Cash And Other Net Current Assets^Utilities6.06%
Indian Oil Corporation LimitedUtilities5.82%
TrepsUtilities4.06%
National Bank For Agriculture And Rural DevelopmentUtilities3.86%
Power Finance Corporation LimitedUtilities3.85%
Indian Railway Finance Corporation LimitedUtilities3.85%
Power Finance Corporation LimitedUtilities3.84%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.42%
Regulatory & Tax Information
INF903J01IN3
ISINDailyDealing Frequency
CRISIL Banking & PSU Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)