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Sundaram World Brand Fund Series II Regular IDCW

Equity
Large Cap
High Risk
13.07%
3Y annualised
+0.01% 1D
6M
1Y
3Y
All
NAV: 14 Nov 2019₹16.02
Min. SIP amountNA
RatingNA
Fund size₹64.82Cr

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA13.5%13.1%10.0%
Category averageNANANANA
Rank with in categoryNA22NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
Microsoft Corportion (US)
TechnologyForgn. Eq6.4%
Amazon. com Inc. (USA)
Cons DurableForgn. Eq6.0%
Alphabet Inc Class A
TechnologyForgn. Eq5.7%
Apple Inc. (USA)
Cons DurableForgn. Eq5.6%
Procter & Gamble (USA)
FMCGForgn. Eq4.8%
Mc DonaldS Corporation (US)
ServicesForgn. Eq4.7%
Lvmh Moet Hennessy Louis Vuitton Sa
TextilesForgn. Eq4.3%
Coca Cola Co. (US)
FMCGForgn. Eq4.1%
Anheuser Busch Inbev SA
FMCGADS/ADR3.9%
International Business Machines
TechnologyForgn. Eq3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Dec 2017 - Present
View details

Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Also manages these schemes

Rohit Seksaria
Dec 2017 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Sundaram World Brand Fund Series II Regular IDCW?

You can easily invest in Sundaram World Brand Fund Series II Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram World Brand Fund Series II Regular IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram World Brand Fund Series II Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram World Brand Fund Series II Regular IDCW provide?

The Sundaram World Brand Fund Series II Regular IDCW has been there from 10 Dec 2014 and the average annual returns provided by this fund is 13.46% since its inception.

How much expense ratio is charged by Sundaram World Brand Fund Series II Regular IDCW?

The term Expense Ratio used for Sundaram World Brand Fund Series II Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram World Brand Fund Series II Regular IDCW is 1.32% as of 27 May 2022...

What is the AUM of Sundaram World Brand Fund Series II Regular IDCW?

The AUM, short for Assets Under Management of Sundaram World Brand Fund Series II Regular IDCW is ₹64.82Cr as of 27 May 2022.

How to Redeem Sundaram World Brand Fund Series II Regular IDCW?

If you want to sell your Sundaram World Brand Fund Series II Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram World Brand Fund Series II Regular IDCW?

You can select either SIP or Lumpsum investment of Sundaram World Brand Fund Series II Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram World Brand Fund Series II Regular IDCW?

The NAV of Sundaram World Brand Fund Series II Regular IDCW is ₹16.02 as of 14 Nov 2019.

What is the PE and PB ratio of Sundaram World Brand Fund Series II Regular IDCW?

The PE ratio ratio of Sundaram World Brand Fund Series II Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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