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Sundaram World Brand Fund Series I Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram World Brand Fund Series I Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹58 Cr

Lock In Period

N/A

Expense Ratio

3.04

Exit Load

Nil

Benchmark

N/A

Summary

Sundaram World Brand Fund Series I Growth NAV is ₹0 as of 16 May, 2026. Sundaram World Brand Fund Series I Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram World Brand Fund Series I Growth is ₹0. The AUM of Sundaram World Brand Fund Series I Growth is ₹58 Cr. The expense ratio of the fund is 3.04%, and its benchmark is N/A. The current exit load of the fund is Nil. In the last 1M months, Sundaram World Brand Fund Series I Growth has delivered 0.00% returns.

Sundaram World Brand Fund Series I Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.0513.20
6M0.001.0664.49
1Y0.003.63137.57
3Y0.0010.74202.94

Portfolio Analysis

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About Fund Sundaram World Brand Fund Series I Growth

Sundaram World Brand Fund Series I Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹58 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 3.04. Under the expert guidance of Avinash Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Avinash Agarwal

Mr. Avinash Agarwal has pursued B.Com (H) and PGDM from IIM-L. Prior to joining Sundaram Mutual Fund in February 2008, he has worked as a Manager in Investment Research at Irevna and as a Research Analyst at Aranca.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bajaj Finserv Small Cap Fund Growth01902.77 CR2.05
WhiteOak Capital Multi Cap Fund Growth43421.36 CR1.96
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundBajaj Finserv Small Cap Fund Growth00
This FundWhiteOak Capital Multi Cap Fund Growth5.98810
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram World Brand Fund Series I Growth FAQs

Sundaram World Brand Fund Series I Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram World Brand Fund Series I Growth is 3.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram World Brand Fund Series I Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram World Brand Fund Series I Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram World Brand Fund Series I Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram World Brand Fund Series I Growth is ₹58 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram World Brand Fund Series I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.