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  • Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Sundaram Global Brand DS

Sundaram Mutual Fund

Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

International EquityInternational - Sectoral / Thematic

21.8098

NAV (Oct 22)

12.3%
5 Year CAGR
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

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

Relative Size

89 Cr. Negligible 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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    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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Historical NAV

21.8098

NAV (Oct 22)

Fund Returns

Last 1Y
25.9%
Last 3Y
15.7%
Last 5Y
12.3%
Last 10Y
8.7%
Since Inception
6.8%
6 Month CAGR
4.6%
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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

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.39
Launched (14y ago)
Aug 24, 2007
AUM in Crores
88.906
ISIN
Lock-in
No Lock-in
Benchmark
DJ Industrial Average TR USD
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Ratish Varier

Fund Manager

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Rohit Seksaria

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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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comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

Franklin India Feeder Franklin U S Opportunities Fund (G)

recommended-badge

₹ 3,837 cr

4

recommended-badge

₹ 641 cr

4

₹ 36 cr

5

₹ 36 cr

5

₹ 36 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.5%

    12.4%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    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
    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

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    About Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    About Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) is a International - Sectoral / Thematic International Equity fund and has delivered an annualised return of 6.8% over a period of 14 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 Ratish Varier, Rohit Seksaria

    Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-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 Transfer Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 24, 2007. The NAV (Net Asset Value) of this International - Sectoral / Thematic International Equity fund as of 2021-10-22 is ₹21.81. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹88.906. The category risk of the Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.39 % as expense ratio.

    Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 92.9% in this asset class. The top three holdings of the fund are , sundaram global brand master , treps , cash and other net curent assets

    Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Transfer Inc Dist cum Cap Wdrl (PIDCW-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 Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Sundaram Global Brand Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-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 Transfer Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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