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Sundaram World Brand Fund Series III Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram World Brand Fund Series III Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹48 Cr

Lock In Period

N/A

Expense Ratio

1.34

Exit Load

Nil

Benchmark

MSCI ACWI Net Total Return

Sundaram World Brand Fund Series III Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.697.74
6M0.001.7364.49
1Y0.003.68137.57
3Y0.0012.21202.94

Portfolio Analysis

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

About Fund Sundaram World Brand Fund Series III Growth

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
Tata Business Cycle Fund Growth12,667 CR2.17
Edelweiss Focused Fund Growth11,030 CR2.26
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundTata Business Cycle Fund Growth1.520641.9836
This FundEdelweiss Focused Fund Growth2.57542.1478
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram World Brand Fund Series III Growth 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.