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Sundaram Global Brand Direct IDCW+1.06%

33.64%
1 Year Return
Other
FoF Overseas/Domestic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Global Brand Direct IDCW

RiskVery High
Min SIP Amount₹100
Expense Ratio1.22%
NAV₹23.95 (23 Jul 2021)
Fund Started12 Mar 2013
Fund Size76 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
33.6%
15.2%
13.0%
6.1%
Category Average
32.4%
14.2%
13.4%
-
Rank Within Category
16
12
14
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 33.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.05%
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Sundaram Global BrandFinancialForgn.MF- Equity95.7%

Fund Managers

S Krishnakumar
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Ratish Varier
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Rohit Seksaria
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Sundaram Global Brand Direct IDCW Details

Sundaram Global Brand Direct IDCW is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Mar 2013. S Krishnakumar, Rohit Seksaria is the Current Fund Manager of Sundaram Global Brand Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹76 Cr and the Latest NAV as of 23 Jul 2021 is ₹23.95.

The Sundaram Global Brand Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Investment Objective

The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.

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)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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