Sundaram World Brand Fund Series III Regular Growth

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

Holdings (18)

NameSectorInstrumentAssets
Alphabet Inc Class A
TechnologyForgn. Eq4.1%
Lvmh Moet Hennessy Louis Vuitton Sa
TextilesForgn. Eq3.2%
Facebook Co
TechnologyForgn. Eq2.7%
The Walt Disney Company
ServicesForgn. Eq2.5%
JP Morgan Chase & Co. (US)
FinancialForgn. Eq2.5%
Anheuser Busch Inbev SA
FMCGADS/ADR2.3%
Toyota Motor Corporation
AutomobileADS/ADR2.3%
Nike Inc.
TextilesForgn. Eq1.8%
United Parcel Services INC
ServicesForgn. Eq1.7%
PepsiCo Inc
FMCGForgn. Eq1.6%
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 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
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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