Sundaram World Brand Fund (Close ended Series II-III)

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Fund Managers

Mr. Shiv Chanani

Fund Manager

Mr. Shiv Chanani

Sundaram World Brand Fund

Suitability:

This product is suitable for investors who are seeking 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 Features
  1. Closed-end equity scheme which invests in stocks listed on recognized overseas stock exchanges across the world
  2. Fund predominantly invests in large cap global companies
Description:

An ideal way for domestic investors to get exposure to global brand companies. The fund invests in ~30 well known brands’ equity instruments after rigorous qualitative and quantitative analysis.

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

 
High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment predominantly in equity / equity related instruments listed on recognized overseas stock exchanges across the world.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Fund Facts

Inception
Sundaram World Brand Fund Series II    -    10-Dec-2014
Sundaram World Brand Fund Series III    -    23-Dec-2014
Maturity Dates
Sundaram World Brand Fund Series II    -    14-Nov-2019
Sundaram World Brand Fund Series III    -    23-Dec-2019
Scheme Type Large Cap Fund
Benchmark MSCI ACWI Index
Fund Manager S. Krishna Kumar and Rohit Seksaria
Investment Objective To provide long term capital appreciation to investors by primarily investing in equity/equity related securities listed on recognized overseas stock exchanges.
Average AUM for the month of Crores Series II
Crores Series III
Plans Regular, Direct
Options
Growth
Dividend – Payout
Entry Load Not applicable
Exit Load (both plans) Nil