Sundaram World Brand Fund Series II Direct Plan Dividend Payout
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 15 Dec 2014.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 260 other funds in Growth
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 6 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram World Brand Fund Series II Direct Plan Dividend Payout against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Growth
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 133121
- First price on record
- 15 Dec 2014 · 1,207 daily prices
About Sundaram World Brand Fund Series II Direct Plan Dividend Payout
Sundaram World Brand Fund Series II Direct Plan Dividend Payout is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Dividend option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Sundaram World Brand Fund Series II Direct Plan Dividend Payout is ₹16.4358 (as of 14 Nov 2019). Historically, it has delivered 14.07% over the last year, 13.54% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 12.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 21.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram World Brand Fund Series II Direct Plan Dividend Payout?+
The latest NAV of Sundaram World Brand Fund Series II Direct Plan Dividend Payout is ₹16.4358 as of 14 Nov 2019, up 0.08% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram World Brand Fund Series II Direct Plan Dividend Payout?+
Sundaram World Brand Fund Series II Direct Plan Dividend Payout has delivered 1-year return 14.07%, 3-year CAGR 13.54%, since-inception CAGR 10.60%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram World Brand Fund Series II Direct Plan Dividend Payout belong to?+
Sundaram World Brand Fund Series II Direct Plan Dividend Payout is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.
How risky is Sundaram World Brand Fund Series II Direct Plan Dividend Payout?+
Based on its 3-year annualised volatility of 12.8%, Sundaram World Brand Fund Series II Direct Plan Dividend Payout sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram World Brand Fund Series II Direct Plan Dividend Payout a direct plan?+
Sundaram World Brand Fund Series II Direct Plan Dividend Payout is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Sundaram World Brand Fund Series II Direct Plan Dividend Payout?+
Sundaram World Brand Fund Series II Direct Plan Dividend Payout has NAV history available from 15 Dec 2014 — approximately 12 years of track record and 1,207 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.