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3 Year return
8.65%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹114.85 Cr.
Expense Ratio
1.33% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Fund Holdings
| Other Holdings | % of Asset |
|---|
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Dec 2017
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
DSP US Flexible Equity Fund Direct Plan IDCW Payout |
13.35% |
0 |
|
Franklin India Feeder Franklin U S Opportunities Fund Direct IDCW Payout |
9.4% |
0 |
|
DSP World Mining Fund Direct Plan IDCW Payout |
5.21% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Global Brand Fund Direct Plan Growth
Sundaram Global Brand Fund, managed by Sundaram Mutual Fund, belongs to the fund of funds category with a focus on global investments. This direct plan offers the Growth scheme, aiming to provide potential capital appreciation by investing in Sundaram Global Brand Fund, Singapore, which itself invests in a portfolio of international companies that are recognised global brands. The fund seeks to capitalise on the growth potential of these established brands. It maintains an expense ratio lower than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors the opportunity to participate in the growth potential of globally recognised brands. Sundaram Global Brand Fund Direct Plan Growth achieves this by investing in Sundaram Global Brand Fund, Singapore. The fund's strategy focuses on delivering competitive returns by identifying companies that demonstrate growth and brand recognition.
Key Features of The Fund
| 5-year return | 14.46% |
| Expense Ratio | 1.33% |
| Fund Manager | Rohit Seksaria |
| Fund Size | ₹114.85 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you're interested in gaining exposure to the growth potential of established global brands and expanding your investment horizon beyond domestic markets, Sundaram Global Brand Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals looking to diversify their portfolio with international equities. However, keep in mind that investing in global markets carries currency and geopolitical risks. Before considering this fund, evaluate your investment goals, risk tolerance, and knowledge of international markets. Consulting financial experts can provide personalised guidance for well-informed decisions.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
