SUSundaram MFDirect · IDCW

Sundaram World Brand Fund - Series - I - Dividend - Direct Plan

GlobalEquity - Thematic Fund - GlobalBenchmark: MSCI ACWI Industrials
NAV · 14 Dec 2017₹13.09-0.00%
AUM₹58 Crfrom this fund's primary plan
Expense Ratio2.77%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

To provide long term capital appreciation to investors by primarily investing in equity and equity related securities listed on recognized overseas stock exchanges across the world. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Domestic Fixed Income and MMI0%–35%
Equity & Equity related Instruments listed on recognized overseas stock exchanges across the world65%–100%
Fund Managers
SC
Shiv Chanani
Fund Manager
Key Information
2.77%
₹5,000
Nil
Inception10 Dec 2014
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram World Brand Fund - Series - I - Dividend - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.77%
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme