Sundaram Global Brand Fund Growth

Global | Region Specific - Emerging Markets

(NAV as of 24/04/2024)

30.00 (0.24)

3Y Returns

7.16%

Min SIP

₹100

Min Lumpsum

₹100

Expense Ratio

2.28%

Fund Size

₹119 Cr

Inception Date

22-Aug-07

Fund Manager

Rohit Seksaria

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P 500 Index benchmark but its beta is more than Global category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given more SIP returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given more or less similar risk adjusted returns than the S&P 500 Index benchmark and among the mid quartile in Global category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the S&P 500 Index benchmark and among the bottom quartile in Global category when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the S&P 500 Index benchmark and among the mid quartile in Global category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

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SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

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Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Overseas Mutual Fund Units

96.26%

Cash/Deposits/Margins/Treps/Repo/Swaps

3.75%

Top Ten Holdings

Sundaram Global Brand Fund - Master Class

96.26%

Cash/Bank/Net Current Assets/(Liabilities)

2.35%

TREPS

1.40%

Investment Objective

To Achieve Capital Appreciation By Investing In Units Of Sundaram Global Brand Fund, Singaporeas A Feeder Fund.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Scheme Document

https://www.sundarammutual.com/Downloads

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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