Sundaram Banking & PSU Debt Fund(G)-Direct Plan

Banking and PSU Fund
1 Finance Score:73 /100
1 Finance Rank

This fund ranks 14th out of 22 funds in its category.

14
AUM 353 Cr
Expense Ratio0.27%

Strengths and Weaknesses

thub-like

The fund demonstrates a low level of volatility as the standard deviation is low.

thub-dislike

The fund holds low quality bonds and securities, along with a concentrated portfolio.

thub-dislike

Low AUM may result in limited portfolio diversification.

thub-dislike

Historically the fund has generated low returns.

Who should invest? 

Those looking to invest in a high-quality portfolio for 3 to 5 years and are willing to accept a slightly lower returns, should consider this fund. Conservative investors should invest in this fund.

Who should avoid? 

Moderate to high risk takers should avoid this fund.

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Liquid funds serve as an ideal option for parking emergency funds.
Debt funds, being less volatile and posing lower risk than equity funds, prove to be an attractive choice for risk-averse investors.
It's essential to recognise that debt funds do carry certain risks, such as interest rate fluctuations, default possibilities, and vulnerability to inflation.
Achieving optimal returns from debt funds involves aligning the investment horizon with the appropriate scheme.