SUSundaram MFRegular · Growth

Sundaram World Brand Fund - Series - I - Regular Plan - Growth

GlobalEquity - Thematic Fund - GlobalBenchmark: MSCI ACWI Industrials

NAV · 14 Dec 2017₹12.86-0.00%

AUM₹58 Cr

Expense Ratio3.11%

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%

NAV Growth

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Asset Allocation

Overseas62.5%

Cash & Equivalents25.6%

Other11.9%

Fund Managers

Shiv Chanani

Fund Manager

Key Information

3.11%

—

₹5,000

—

Nil

Inception10 Dec 2014

AMCSundaram MF

Top Holdings

1Cash and Other Net Current Assets20.91%

2MCDONALD'S CORPORATIONRestaurant6.26%

3CBLO4.67%

4COCA-COLA COMPANYBeverage3.86%

5TOYOTA MOTOR CORP - SPON ADRAutomotive3.84%

6MICROSOFT CORPComputers - Software3.74%

7BAYERISCHE MOTOREN WERKE AGAutomobile Industry3.47%

8LVMH MOET HENNESSY LOUIS VUITTON SAConsumer Discretionary3.46%

9AMAZON.COM INCProduct Distribution3.27%

10ALPHABET INC. CLASS AInternet / Intranet3.22%

Sector Allocation

Other25.6%

Consumer Discretionary8.1%

Restaurant6.3%

Automotive6.2%

Internet / Intranet6.0%

Beverage3.9%

Computers - Software3.7%

Automobile Industry3.5%

Product Distribution3.3%

Manufacturing2.7%

Consumer Staples2.6%

Diversified Manufacturing2.6%

Media & Broadcasting2.3%

Beverages2.1%

Information Technology2.0%

On This Page

NAV growth Asset allocation Top holdings

Compare With

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Sundaram MF Latest News

Trailing Returns

PeriodReturns

1 Day-0.00%

Risk Metrics

Risk metrics are not available for this fund.

Fees

3.11%

—

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