Sundaram World Brand Fund Series III Regular Growth

Equity
Global Funds
High Risk
12.78%
3Y annualised
+0.03% 1D
6M
1Y
3Y
5Y
All
NAV: 23 Dec 2019₹16.70
Min. SIP amountNot Supported
RatingNA
Fund size₹48.27Cr

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 Global Funds
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.5%12.8%10.8%10.8%
Category averageNANANANA
Rank with in category111NA
Understand terms

Holdings (19)

NameSectorInstrumentAssets
Alphabet Inc Class A
TechnologyForgn. Eq4.11%
Lvmh Moet Hennessy Louis Vuitton Sa
TextilesForgn. Eq3.18%
Facebook Co
TechnologyForgn. Eq2.67%
The Walt Disney Company
ServicesForgn. Eq2.53%
JP Morgan Chase & Co. (US)
FinancialForgn. Eq2.47%
Anheuser Busch Inbev SA
FMCGADS/ADR2.30%
Toyota Motor Corporation
AutomobileADS/ADR2.30%
Nike Inc.
TextilesForgn. Eq1.77%
United Parcel Services INC
ServicesForgn. Eq1.70%
PepsiCo Inc
FMCGForgn. Eq1.62%
American Express Company
FinancialForgn. Eq1.48%
SAP SE
TechnologyForgn. Eq1.47%
Daimler AG
AutomobileForgn. Eq1.35%
Honda Motor Company (Japan)
AutomobileADS/ADR1.17%
Hennes & Mauritz Ab-B Shs
TextilesADS/ADR0.78%
Inditex-Unspon Adr
TextilesADS/ADR0.78%
Hermes International
ServicesForgn. Eq0.73%
Lvmh Moet Hennessy Louis Vuitton
TextilesForgn. Eq0.25%
Wabtec Corporation
ServicesForgn. Eq0.05%
See All

Expense ratio, exit load and tax

Expense ratio: 1.33%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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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