HomeMutual FundsSundaram World Brand Fund Series III Direct Growth

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
Aditya Birla Sun Life Resurgent India Fund Series 4 Direct Plan Growth
₹0
-Infinity% projected returns
IDFC Equity Opportunity Series 4 Direct Growth
₹0
-9.00% projected returns
DSP 3 Years Close Ended Equity Direct Growth
₹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
Click Here
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

Aditya Birla Sun Life Resurgent India Fund Series 4 Direct Plan Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

17.09%

AUM

₹281 Cr

Expense Ratio

0.63%

IDFC Equity Opportunity Series 4 Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

-2.11%

AUM

₹185 Cr

Expense Ratio

0.09%

DSP 3 Years Close Ended Equity Direct Growth  

NR
EquityClosed Ended - EquityDirectHigh Risk

1 yr returns

18.89%

AUM

₹38 Cr

Expense Ratio

2.3%

Sundaram World Brand Fund Series III Direct Growth

NAV

₹17.1339

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

S Krishnakumar
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
Rohit Seksaria

Manager

Work Experience
"null"
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