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 (%)

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 (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

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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 No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
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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