• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Global Brand Fund (Growth)

Formerly Sundaram Global Advantage Gr

Sundaram Mutual Fund

Sundaram Global Brand Fund (Growth)

International EquityInternational - Sectoral / Thematic

22.7101

NAV (Dec 01)

6.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in international - sectoral / thematic mutual funds.

International - sectoral / thematic funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.

In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.7101

NAV (Dec 1)

Fund Returns

Last 1Y

-10.5%

Last 3Y

8.6%

Last 5Y

6.9%

Last 10Y

5.6%

Since Inception

5.5%

6 Month CAGR

2%

Scheme Information

Investment Objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund,Singapore as a feeder fund.

Expense Ratio

2.31

Launched (15y ago)

Aug 22, 2007

AUM in Crores

111.917

ISIN

INF903J01EX1

Lock-in

No Lock-in

Benchmark

MSCI ACWI NR LCL

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

17.4

Standard Deviation (5yr)

15.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.321

Sharpe Ratio (5yr)

0.178

YTM

0

Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

sundaram global brand master

98.1%
98.1%

treps

2.4%
2.4%

cash and other net curent assets

0.5%
0.5%
See all holdings

Compare Sundaram Global Brand Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 2,939 cr

₹ 2,370 cr

₹ 2,939 cr

₹ 2,939 cr

₹ 2,370 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Global Brand Fund (G) Review

    Sundaram Global Brand Fund (G) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 5.5% over a period of 15 years. The fund was previously known as Sundaram Global Advantage Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.

    Nav of Sundaram Global Brand Fund (G) as of 12/1/2022 is ₹22.71 with the total AUM as of 12/4/2022 is ₹111.917. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Global Brand Fund (G) was launched on Aug 22, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Global Brand Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Sundaram Global Brand Fund (G)?

    Sundaram Global Brand Fund (G) is a International - Sectoral / Thematic International Equity scheme predominantly investing across International Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Global Brand Fund (G)?

    You can invest in Sundaram Global Brand Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Global Brand Fund (G)?

    The minimum sip amount for Sundaram Global Brand Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Global Brand Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Global Brand Fund (G) is a Neutral fund. You can investSundaram Global Brand Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Global Brand Fund (G)?

    The expense ratio of the Sundaram Global Brand Fund (G) is 2.31% for regular plan.