- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Global Brand Fund (Growth)
Formerly Sundaram Global Advantage Gr
Sundaram Global Brand Fund (Growth)
₹ 25.6002
NAV (Sep 27)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 25.6002
NAV (Sep 27)
Fund Returns
Last 1Y | 26.9% |
Last 3Y | 9.8% |
Last 5Y | 8% |
Last 10Y | 5.6% |
Since Inception | 6% |
6 Month CAGR | 5.6% |
Scheme Information
To achieve capital appreciation by investing in units of Sundaram Global Brand Fund,Singapore as a feeder fund.
Expense Ratio | 2.28 |
Launched (16y ago) | Aug 22, 2007 |
AUM in Crores | 118.479 |
ISIN | INF903J01EX1 |
Lock-in | No Lock-in |
Benchmark | MSCI ACWI NR LCL |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.4 |
Standard Deviation (5yr) | 15.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.383 |
Sharpe Ratio (5yr) | 0.341 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Global Brand Fund (Growth) | 8,89,549 | 1,56,937 | 8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
sundaram global brand fund - master class
97%treps
1.9%reverse repo
1.4%cash and other net current assets
0.3%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 3,286 cr | ||
₹ 2,828 cr | ||
₹ 3,286 cr | ||
₹ 3,286 cr | ||
₹ 2,828 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
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 6% over a period of 16 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 9/27/2023 is ₹25.60 with the total AUM as of 10/1/2023 is ₹118.479. 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)?
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 2.28% for regular plan.