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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on NA

Sundaram World Brand Fund-Sr II(G)-Direct Plan

Top 10 Holdings
Company
(%)
No Data Found
Top 10 Sectors
Sectors
(%)
No Data Found
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 0.00 NA
Mid-Cap 0.00 NA
Small-Cap 0.00 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 29/08/17
to 29/08/18
26.84NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 22/12/17
to 24/12/18
-4.96NA
Ratios
Standard Deviation[%] 18.44
Sharpe Ratio [%] 0.21
Turnover Ratio [%] 8.69
Modified Duration
YTM
Riskometer
high risk

Investors understand that their principal will be at high risk

Fund Details
Category
Thematic Fund
Inception Date (Regular Plan)
NA
Inception Date (Direct Plan)
NA
Expense Ratio (Direct Plan) %
NA
Expense Ratio (Regular Plan) %
NA
Investing Style
Small Value
Fund Manager
S. Krishnakumar,Rohit Seksaria
Scheme Benchmark
MSCI ACWI INDUSTRIALS
AUM (Rs. in Cr.)
64.82
Fund 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.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Sundaram World Brand Fund-Sr II(G)-Direct Plan MSCI ACWI Industrials

Performance Comparison with similar Schemes and Benchmark