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  • Mutual Funds
  • Sundaram Asset Management Company Ltd
  • Sundaram Global Brand Fund (Dividend Payout - Annually)

Formerly Sundaram Global Advantage DP

Sundaram Global Brand Fund (Dividend Payout - Annually)

Sundaram Global Brand Fund (Dividend Payout - Annually)

International Equity

International - Sectoral / Thematic

18.3891

NAV (Nov 24)

Scripbox Opinion

Neutral

Click here for top ranked funds in international - sectoral / thematic mutual funds.

However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

44 Cr

Small within the category

Category View

Relatively Poor

The category has a relatively poor investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Retirement , Kids Education
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Scheme Information

Investment Objective

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

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

1.85 %

Expense Ratio

Aug 24, 2007

Launched (13y ago)

₹ 44

AUM in Crores

INF903J01EY9

ISIN

No Lock-in

Lock-in

DJ Industrial Average TR USD

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ratish Varier

Fund Manager

user-avatar

Rohit Seksaria

Fund Manager

user-avatar

S Krishnakumar

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-24

Top Stock Holdings

Sundaram global brand master

95.7%
95.7%

Treps

3.5%
3.5%

Reverse repo

0.8%
0.8%

Cash and other net curent assets

0%
0%
See all holdingsright-arrow
allocation by market cap
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

8 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

8 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

16 Years

Age

5

Track Record

Principal Global Opportunities Fund (DR-A)

Principal Global Opportunities Fund (DR-A)

International - Others

16 Years

Age

5

Track Record

Principal Global Opportunities Fund (DP-A)

Principal Global Opportunities Fund (DP-A)

International - Others

16 Years

Age

5

Track Record

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 29,811 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,246 Cr

    Fund Size

    4.3%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,126 Cr

    Fund Size

    8.7%

    3Y returns

    Sundaram Money Fund (G)

    Sundaram Money Fund (G)

    Liquid

    Top Ranked

    ₹ 3,495 Cr

    Fund Size

    6.2%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Sundaram Global Brand Fund (DP-A)

    About Sundaram Global Brand Fund (DP-A)

    Sundaram Global Brand Fund (DP-A) is a international - sectoral / thematic international equity fund and has delivered an annualised return of 5.9% over a period of 13 years .The fund was previously known as Sundaram Global Advantage DP.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Ratish Varier, Rohit Seksaria, S Krishnakumar

    Sundaram Global Brand Fund (DP-A) Investment Objective

    To achieve capital appreciation by investing in units of Sundaram Global Brand Fund,Singapore as a feeder fund. However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Global Brand Fund (DP-A) NAV,AUM,Risk

    The Sundaram Global Brand Fund (DP-A) fund was launched on Aug 24, 2007. The NAV (Net Asset Value) of this international - sectoral / thematic international equity as of 2020-11-24 is ₹ 18.3891. The total AUM (Asset Under Management) of the fund as of 2020-11-26 is ₹ 43.510. The category risk of the Sundaram Global Brand Fund (DP-A) fund is High Risk. The fund charges 1.85 % as expense ratio.

    Sundaram Global Brand Fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 82.8% in this asset class. The top three holdings of the fund are sundaram global brand master,treps and reverse repo

    Sundaram Global Brand Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.

    Sundaram Global Brand Fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to DJ Industrial Average TR USD

    Sundaram Global Brand Fund (DP-A) Review

    Sundaram Global Brand Fund (DP-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Global Brand Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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