Overview (as on 23 Dec 2019)
NAV
₹17.1339
1y returns
32.244%
Fund AUM
₹48 Cr
Expense Ratio
0.74%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-9.00% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Cash Equivalent
100.00%
Debt Credit Ratings
Not Rated
100.00%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Cash And Other Net Current Assets
Low Risk
Cash
68.98%
Reverse Repo
Low Risk
Cash
31.02%
Coca-Cola Co
Equity
0.00%
Microsoft Corp
Equity
0.00%
Amazon.com Inc
Equity
0.00%
Alphabet Inc A
Equity
0.00%
Procter & Gamble Co
Equity
0.00%
LVMH Moet Hennessy Louis Vuitton SE
Equity
0.00%
McDonald's Corp
Equity
0.00%
Facebook Inc A
Equity
0.00%
Fund Details
Investment Objectives
The primary investment objective of the scheme is to seek to generate returns and growth of capital by investing in a diversified portfolio of the following securities which are maturing on or before the date of maturity of the scheme with the object of limiting interest rate volatility - u2022 Central and State Government securities and u2022 Other fixed income/ debt securities
Scheme Name
Sundaram World Brand Fund Series III Direct Growth
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
23 December, 2014
Fund Manager
S Krishnakumar
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Peer Funds
Sundaram World Brand Fund Series III Direct Growth
NAV
₹17.1339
INDmoney Analysis
Return Score
Excellent
Risk Score
Average
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers

S Krishnakumar
Manager
Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"

Rohit Seksaria
Manager
Work Experience
"null"