Sundaram Global Advantage Direct Dividend+0.35%

1Groww
3.95%
1 Year Return
Others
FoF Overseas
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Global Advantage Direct Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio0.60%
NAV15.91 (17 Oct 2019)
Fund Started12 Mar 2013
Fund Size21 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Global Advantage Direct Dividend
4.0%
7.2%
3.6%
4.6%
Category Average
4.5%
13.0%
NA
-
Rank within category
22
24
27
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Fidelity South East AsiaFinancialForgn.MF- Equity29.0%
    DB Tracker Emerging Markets AsiaFinancialForgn.MF- Equity25.3%
    Templeton Asian Growth FundFinancialForgn.MF- Equity15.4%
    Morgan Stanley Global PropertyFinancialForgn.MF- Equity10.4%
    DB Tracker Latin AmericaFinancialForgn.MF- Equity9.0%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addRohit Seksaria
    Education
    Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
    Funds Managed

    Other Details

    Sundaram Global Advantage Direct Dividend is a Others Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 12 Mar 2013. S Krishnakumar, Rohit Seksaria is the Current Fund Manager of Sundaram Global Advantage Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹21 Cr and the Latest NAV as of 17 Oct 2019 is ₹15.91.

    The Sundaram Global Advantage Direct Dividend is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    Sundaram BNP Paribas Global Advantage, is an open end Fund of Fund scheme, The objective of the scheme is to achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds and in money market instruments in domestic as well as in the overseas markets. Income generation may only be a secondary objective.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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