- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Global Brand Fund Transfer (PIDCW-A)
Formerly Sundaram Global Brand DS
Sundaram Global Brand Fund Transfer (PIDCW-A)
₹ 25.3137
NAV (Apr 19)
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
₹ 25.3137
NAV (Apr 19)
Fund Returns
Last 1Y | 17.8% |
Last 3Y | 6.4% |
Last 5Y | 11.5% |
Last 10Y | 7% |
Since Inception | 6.7% |
6 Month CAGR | 14.5% |
Scheme Information
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 | 118.806 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | MSCI ACWI NR LCL |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.8 |
Standard Deviation (5yr) | 15.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.354 |
Sharpe Ratio (5yr) | 0.532 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Global Brand Fund Transfer (PIDCW-A) | 9,72,003 | 2,39,391 | 11.5% | |
| 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 master
96.5%treps
3.8%cash and other net current assets
0.3%Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 3,007 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 3,192 cr | ||
₹ 1,444 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Global Brand Fund Transfer (PIDCW-A) Review
Sundaram Global Brand Fund Transfer (PIDCW-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 DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.
Nav of Sundaram Global Brand Fund Transfer (PIDCW-A) as of 4/19/2024 is ₹25.31 with the total AUM as of 4/23/2024 is ₹118.806. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Global Brand Fund Transfer (PIDCW-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 Transfer (PIDCW-A) is ₹0 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 Transfer (PIDCW-A)?
How to invest in Sundaram Global Brand Fund Transfer (PIDCW-A)?
You can invest in Sundaram Global Brand Fund Transfer (PIDCW-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 Transfer (PIDCW-A)?
The minimum sip amount for Sundaram Global Brand Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Global Brand Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Global Brand Fund Transfer (PIDCW-A) is a Neutral fund. You can investSundaram Global Brand Fund Transfer (PIDCW-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 Transfer (PIDCW-A)?
The expense ratio of the Sundaram Global Brand Fund Transfer (PIDCW-A) is % for regular plan.