• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Global Brand Fund ion (RIDCW-A)

Formerly Sundaram Global Brand DR

Sundaram Mutual Fund

Sundaram Global Brand Fund ion (RIDCW-A)

International EquityInternational - Sectoral / Thematic

25.6879

NAV (Jun 11)

12.7%
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.

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 ->

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

25.6879

NAV (Jun 11)

Fund Returns

Last 1Y
14.7%
Last 3Y
6.5%
Last 5Y
13.3%
Last 10Y
7.9%
Since Inception
8.3%
6 Month CAGR
6.9%

Scheme Information

Investment Objective

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

Expense Ratio
0
Launched (17y ago)
Aug 24, 2007
AUM in Crores
114.852
ISIN
INF903J01EZ6
Lock-in
No Lock-in
Benchmark
MSCI ACWI NR LCL
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.9
Standard Deviation (5yr)
15.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.167
Sharpe Ratio (5yr)
0.545
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Global Brand Fund ion (RIDCW-A)70%10,02,516 2,69,90412.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-11

Top Stock Holdings

sundaram global brand master

98%
98%

treps

2.3%
2.3%

cash and other net current assets

0.3%
0.3%
See all holdings

Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Kotak NASDAQ 100 Fund of Fund (G)
Kotak NASDAQ 100 Fund of Fund (G)

₹ 2,974 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 3,055 cr

₹ 1,349 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,374 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12%

8.8%

18.6%

20.9%

5.3%

4.9%

18.5%

%

20.6%

13.3%

Sundaram Global Brand Fund ion (RIDCW-A) Review

Sundaram Global Brand Fund ion (RIDCW-A) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 6.7% over a period of 16 years. The fund was previously known as Sundaram Global Brand DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.

Nav of Sundaram Global Brand Fund ion (RIDCW-A) as of 6/11/2024 is ₹25.69 with the total AUM as of 6/13/2024 is ₹114.852. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Global Brand Fund ion (RIDCW-A) was launched on Aug 24, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Global Brand Fund ion (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Global Brand Fund ion (RIDCW-A)?

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

How to invest in Sundaram Global Brand Fund ion (RIDCW-A)?

You can invest in Sundaram Global Brand Fund ion (RIDCW-A) 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 ion (RIDCW-A)?

The minimum sip amount for Sundaram Global Brand Fund ion (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Global Brand Fund ion (RIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Global Brand Fund ion (RIDCW-A) is a Neutral fund. You can investSundaram Global Brand Fund ion (RIDCW-A) 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 ion (RIDCW-A)?

The expense ratio of the Sundaram Global Brand Fund ion (RIDCW-A) is % for regular plan.