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  • Sundaram Mutual Fund
  • Sundaram Global Brand Fund (RIDCW-I)
Sundaram Mutual Fund

Sundaram Global Brand Fund (RIDCW-I)

International EquityInternational - Sectoral / Thematic

26.3645

NAV (Oct 03)

13.668%
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 ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Good

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

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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

26.3645

NAV (Oct 3)

Fund Returns

Last 1Y
20.7%
Last 3Y
7.3%
Last 5Y
13.7%
Last 10Y
8.2%
Since Inception
8.3%
6 Month CAGR
0.5%

Scheme Information

Investment Objective

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
2.31
Launched (0y ago)
2.31
AUM in Crores
114.3
ISIN
INF903J01EZ6
Lock-in
-
Benchmark
MSCI All Country World Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.7
Beta
-
Sharpe Ratio
0.1
YTM
-
Fund Managers

Pathanjali Srinivasan

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 (RIDCW-I)70%10,28,024 2,95,41213.7%
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 2023-12-21

Top Stock Holdings

Sundaram Global Brand

96.1%
96.116%

Others

2.7%
2.704%

Others

1.2%
1.18%
See all holdings

Allocation by Sector

Financial

86.69%
86.69%
See all sectors

Comparison with International Equity Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,124 cr

₹ 1,977 cr

₹ 26,041 cr

₹ 2,294 cr

₹ 23,712 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

17.029%

22.163%

17.933%

15.095%

10.785%

8.511%

5.647%

4.955%

17.488%

12.077%

Sundaram Global Brand Fund (RIDCW-I) Review

Sundaram Global Brand Fund (RIDCW-I) is a International Equity International Equity fund and has delivered an annualised return of 8.268% over a period of 17 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is Pathanjali Srinivasan.

Nav of Sundaram Global Brand Fund (RIDCW-I) as of 10/3/2024 is ₹26.36 with the total AUM as of 10/7/2024 is ₹114.349997. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Global Brand Fund (RIDCW-I) was launched on 2007-08-24. The category risk of the fund is null.

The minimum SIP amount for Sundaram Global Brand Fund (RIDCW-I) 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 (RIDCW-I)?

Sundaram Global Brand Fund (RIDCW-I) is a International Equity 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 (RIDCW-I)?

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

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

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

As per Scripbox experts, Sundaram Global Brand Fund (RIDCW-I) is a 2 fund. You can investSundaram Global Brand Fund (RIDCW-I) 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 (RIDCW-I)?

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