- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Global Brand Fund Direct Growth
Sundaram Global Brand Fund Direct Plan Growth
₹ 31.43
NAV (Apr 08)
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.
Sundaram Global Brand Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,18,602
Wealth Gained10,51,214
Total Corpus Created (₹)
With CAGR of 14.522 % in 5 yearsHistorical NAV
₹ 31.4316
NAV (Apr 8)
Fund Returns
Last 1Y | -4.7% |
Last 3Y | 7.7% |
Last 5Y | 14.5% |
Last 10Y | 8.4% |
Since Inception | 7.2% |
6 Month CAGR | -5.8% |
Scheme Information
The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.
Expense Ratio | 1.18 % |
Launched | - |
AUM in Crores | 121.1 |
ISIN | INF903J01OB6 |
Lock-in (days) | No Lock-in |
Benchmark | MSCI All Country World Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 15.3 |
Beta | - |
Sharpe Ratio | 0.5 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Global Brand Fund Direct (G) | 10,51,214 | 3,18,602 | 14.5% | |
| 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
96.12%Others
2.7%Others
1.18%
Allocation by Sector
Financial
86.69%
Comparison with International Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 88,004 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.2% | 17.9% | ||
7.3% | 7.6% | ||
11.8% | 11.9% | ||
14.1% | 20% | ||
18% | 13.9% |
Sundaram Global Brand Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,18,602
Wealth Gained10,51,214
Total Corpus Created (₹)
With CAGR of 14.522 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Global Brand Fund Direct Plan Growth?
What is the current AUM of Sundaram Global Brand Fund Direct Growth?
What is the latest NAV of Sundaram Global Brand Fund Direct Growth?
What is the Riskometer rating for Sundaram Global Brand Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Global Brand Fund Direct Plan?
Which are the top stock holdings in Sundaram Global Brand Fund Direct Plan?
What is the asset allocation of Sundaram Global Brand Fund Direct Plan Growth?
What has been the performance of Sundaram Global Brand Fund Direct Growth returns?
Does Sundaram Global Brand Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Global Brand Fund Direct Plan Growth?
How to invest in Sundaram Global Brand Fund Direct Growth?
How can I redeem my investment in Sundaram Global Brand Fund Direct Plan?