SUSundaram MFRegular · Growth

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

GlobalEquity - Thematic Fund - GlobalBenchmark: MSCI ACWI Industrials
NAV · 14 Nov 2019₹16.02+0.01%
AUM₹65 Cr
Expense Ratio1.32%
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%
Asset Allocation
Cash & Equivalents100.0%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
1.32%
₹5,000
Nil
Inception10 Dec 2014
AMCSundaram MF
Top Holdings
1Cash and Other Net Current Assets66.85%
2TREPS33.15%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram World Brand Fund - Series - II - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.32%
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