• Home
  • Mutual Funds
  • Sundaram World Brand Fund Series II Growth

Sundaram World Brand Fund Series II Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram World Brand Fund Series II Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹65 Cr

Lock In Period

N/A

Expense Ratio

1.32

Exit Load

Nil

Benchmark

MSCI AC World Index

Summary

Sundaram World Brand Fund Series II Growth NAV is ₹0 as of 15 May, 2026. Sundaram World Brand Fund Series II Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram World Brand Fund Series II Growth is ₹0. The AUM of Sundaram World Brand Fund Series II Growth is ₹65 Cr. The expense ratio of the fund is 1.32%, and its benchmark is MSCI AC World Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram World Brand Fund Series II Growth has delivered 0.00% returns.

Sundaram World Brand Fund Series II Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

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

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2019-10-31
View allocation % by

1. Cash & Other Net Current Assets66.85%
2. TREPS33.15%

About Fund Sundaram World Brand Fund Series II Growth

Sundaram World Brand Fund Series II Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹65 Crore. The fund benchmarks its performance against the MSCI AC World Index while maintaining an expense ratio of 1.32. Under the expert guidance of Rohit Seksaria ,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

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram World Brand Fund Series II Growth FAQs

Sundaram World Brand Fund Series II 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 II Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram World Brand Fund Series II 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 II 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 II 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 II Growth is ₹65 crore. It changes based on market performance, inflows, and outflows.

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