- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Global Brand Fund (RIDCW-I)
Sundaram Global Brand Fund (RIDCW-I)
₹ 26.3645
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Global Brand Fund (RIDCW-I) | 10,28,024 | 2,95,412 | 13.7% | |
| 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
96.1%Others
2.7%Others
1.2%Allocation by Sector
Financial
86.69%Comparison with International Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 2,294 cr | ||
₹ 23,712 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox 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)?
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.