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 05 May 2024...

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 05 May 2024.

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).

Sundaram World Brand Fund Series II Regular IDCW - NAV, Mutual Fund Performance & Portfolio

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Sundaram World Brand Fund Series II Regular IDCW
Equity
Large Cap
High Risk
Payout
13.07%
3Y annualised
+0.01% 1D
6M
1Y
3Y
All
 NAV: 14 Nov 2019₹16.02
Min. SIP amountNot Supported
RatingNA
Fund size₹64.82Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA13.5%13.1%10.0%
Category averageNANANANA
Rank with in categoryNA22NA
Understand terms
Holdings (32)NameSectorInstrumentAssets
Microsoft Corportion (US)
TechnologyForgn. Eq6.42%
Amazon. com Inc. (USA)
Cons DurableForgn. Eq5.98%
Alphabet Inc Class A
TechnologyForgn. Eq5.71%
Apple Inc. (USA)
Cons DurableForgn. Eq5.61%
Procter & Gamble (USA)
FMCGForgn. Eq4.78%
Mc DonaldS Corporation (US)
ServicesForgn. Eq4.67%
Lvmh Moet Hennessy Louis Vuitton Sa
TextilesForgn. Eq4.27%
Coca Cola Co. (US)
FMCGForgn. Eq4.13%
Anheuser Busch Inbev SA
FMCGADS/ADR3.90%
International Business Machines
TechnologyForgn. Eq3.75%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2020 - Present
1.32%
31 Oct 2019 - 31 Mar 2020
1.32%
30 Sep 2019 - 31 Oct 2019
1.32%
31 Aug 2019 - 30 Sep 2019
1.32%
31 Jul 2019 - 31 Aug 2019
1.32%
30 Jun 2019 - 31 Jul 2019
1.32%
31 May 2019 - 30 Jun 2019
1.32%
30 Apr 2019 - 31 May 2019
1.32%
31 Mar 2019 - 30 Apr 2019
2.86%
28 Feb 2019 - 31 Mar 2019
2.86%
31 Jan 2019 - 28 Feb 2019
2.86%
31 Dec 2018 - 31 Jan 2019
2.86%
30 Nov 2018 - 31 Dec 2018
2.86%
31 Oct 2018 - 30 Nov 2018
2.87%
30 Sep 2018 - 31 Oct 2018
2.54%
31 Aug 2018 - 30 Sep 2018
2.87%
31 Jul 2018 - 31 Aug 2018
2.87%
30 Jun 2018 - 31 Jul 2018
2.87%
31 May 2018 - 30 Jun 2018
2.87%
30 Apr 2018 - 31 May 2018
2.87%
31 Mar 2018 - 30 Apr 2018
2.87%
28 Feb 2018 - 31 Mar 2018
2.87%
31 Jan 2018 - 28 Feb 2018
3.11%
31 Dec 2017 - 31 Jan 2018
3.11%
30 Nov 2017 - 31 Dec 2017
3.11%
31 Oct 2017 - 30 Nov 2017
3.04%
Expense ratio, exit load and taxExpense ratio: 1.32%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementS 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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Select Small Cap Series II Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Select Small Cap Series III Direct Growth
Sundaram Select Small Cap Series IV Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹56,229.23Cr
Date of Incorporation26 Feb 1996
 Sundaram World Brand Fund Series II Regular IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar, Rohit Seksaria is the Current Fund Manager of Sundaram World Brand Fund Series II Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹56,229 Cr and the Latest NAV as of 14 Nov 2019 is ₹16.02.
The Sundaram World Brand Fund Series II Regular IDCW is rated High risk.
;
Investment ObjectiveThe scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities listed on recognized overseas stock exchanges across the world.
;
Fund benchmarkMSCI All Country World Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram World Brand Fund Series II Regular IDCW
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Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	13.5%	13.1%	10.0%
Category average	NA	NA	NA	NA
Rank with in category	NA	2	2	NA

Name	Sector	Instrument	Assets
Microsoft Corportion (US)	Technology	Forgn. Eq	6.42%
Amazon. com Inc. (USA)	Cons Durable	Forgn. Eq	5.98%
Alphabet Inc Class A	Technology	Forgn. Eq	5.71%
Apple Inc. (USA)	Cons Durable	Forgn. Eq	5.61%
Procter & Gamble (USA)	FMCG	Forgn. Eq	4.78%
Mc DonaldS Corporation (US)	Services	Forgn. Eq	4.67%
Lvmh Moet Hennessy Louis Vuitton Sa	Textiles	Forgn. Eq	4.27%
Coca Cola Co. (US)	FMCG	Forgn. Eq	4.13%
Anheuser Busch Inbev SA	FMCG	ADS/ADR	3.90%
International Business Machines	Technology	Forgn. Eq	3.75%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹64.82Cr

Sundaram World Brand Fund Series II Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (32)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.32%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

S KrishnakumarDec 2017 - PresentView details

Rohit SeksariaDec 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

S Krishnakumar
Dec 2017 - Present
View details

Rohit Seksaria
Dec 2017 - Present
View details