Sundaram World Brand Fund - Series - III Add to compare
13.7967
-0.3515
(-2.48%)
1 day change as on 20 Nov 2018
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 Type Entry Load Average Asset Size (Rs cr.)
Close Ended Nil 43.14
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 5000
Launch Date Fund Manager Last Dividend
23-12-2014 S Krishnakumar,Rohit Seksaria 0.00
Benchmark Email / Website Bonus
MSCI ACWI* sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram World Brand Fund - Series - III 42.70 -5.30 -4.84 -0.57 8.79 7.98 -- 9.28
ICICI Prudential US Bluechip Equity Fund 229.19 -2.48 -0.64 9.55 20.13 13.03 11.53 16.43
Aditya Birla Sun Life International Equity Fund - Plan A 62.57 -3.46 -1.33 4.38 16.09 7.34 5.18 6.7
Reliance US Equity Opportunities Fund 29.07 -4.92 -3.12 4.00 14.85 12.07 -- 10.58
Sundaram World Brand Fund - Series - II 59.18 -5.28 -4.81 -0.51 8.83 8.01 -- 8.87
Reliance Japan Equity Fund 16.61 -5.11 -1.14 -2.61 4.50 3.78 -- 5.37
Top 10 Holdings
Company Name Sector Name Asset %
Apple Inc Consumer Goods 6.75
Amazon Com Stk Consumer Goods 6.23
Coca Cola Co. Consumer Goods 4.09
CBLO(CCIL) Current Assets 3.89
TOYOTA MOTOR CORP. Automobile 3.17
 
Company Name Sector Name Asset %
Bayerische Motoren Werke Ag Automobile 3.02
Anheuser Busch Inbev SA Consumer Goods 2.94
Daimler Ag. Automobile 2.23
Honda Motor Co Ltd. Automobile 2.01
Ebay Inc Consumer Goods 1.56
AUM Movement
Asset Allocation