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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹48 Cr

Lock In Period

N/A

Expense Ratio

1.34

Benchmark

MSCI ACWI Net Total Return

Exit Load

Nil

Summary

Latest details for Sundaram World Brand Fund Series III Growth include a ₹ NAV as of May 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Sundaram World Brand Fund Series III Growth AUM is ₹48 Cr, with a lock-in of N/A years, expense ratio of 1.34%, and benchmark MSCI ACWI Net Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.16% and a category best of 11.46%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.1611.46
6M0.001.4264.49
1Y0.005.08137.57
3Y0.0013.73202.94

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2019-10-31
View allocation % by

1. TREPS32.08%
2. APPLE INC4.33%
3. AMAZON.COM INC4.27%
4. ALPHABET INC. CLASS A4.11%
5. PROCTER & GAMBLE CO/THE3.33%
6. LVMH MOET HENNESSY LOUIS VUITTON SA3.18%
7. MCDONALD'S CORPORATION2.95%
8. COCA-COLA COMPANY2.85%
9. FACEBOOK INC2.67%
10. WALT DISNEY COMPANY (TH- COM DISNEY U2.53%
11. JP MORGAN CHASE & CO2.47%
12. TOYOTA MOTOR CORP - SPON ADR2.30%
13. ANHEUSER-BUSCH INBEV-SPN ADR2.30%
14. NIKE INC1.77%
15. UNITED PARCEL SERVICE INC1.70%
16. BAYERISCHE MOTOREN WERKE AG1.64%
17. PEPSICO INC1.62%
18. AMERICAN EXPRESS COMPANY1.48%
19. SAP SE1.47%
20. ACCENTURE LTD-CL A1.39%
21. GENERAL ELECTRIC COMPANY1.35%
22. DAIMLER AG-REGISTERED SHARES1.35%
23. HONDA MOTOR CO LTD-SPONS ADR1.17%
24. INDITEX-UNSPON ADR0.78%
25. HENNES & MAURITZ AB-UNSP ADR0.78%
26. HERMES INTERNATIONAL0.73%
27. LVMH MOET HENNESSY-UNSP ADR0.25%
28. WABTEC CORP - COM USD0.010.05%
29. Cash & Other Net Current Assets-0.17%

1. MICROSOFT CORP4.31%
2. ORACLE CORPORATION2.06%
3. CISCO SYSTEMS INC2.03%

1. INTEL CORPORATION2.46%
2. INTERNATIONAL BUSINESS MACHINES CORP2.40%

About Fund

Sundaram World Brand Fund Series III Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹48 Crore. The fund benchmarks its performance against the MSCI ACWI Net Total Return while maintaining an expense ratio of 1.34. 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
This FundAditya Birla Sun Life Business Cycle Fund Growth31687.28 CR2.17
This FundTata Multicap Fund Growth22853.95 CR1.9
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundAditya Birla Sun Life Business Cycle Fund Growth-0.068241.8199
This FundTata Multicap Fund Growth7.560342.2192
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Sundaram World Brand Fund Series III 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 III Growth is 1.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram World Brand Fund Series III 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 III 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 III 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 III Growth is ₹48 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram World Brand Fund Series III Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500