1M
6M
1Y
3Y
5Y
All
| NAV: 23 Sep 2021 | ₹26.38 |
| Min. SIP amount | ₹100 |
| Rating | 1star |
| Fund size | ₹88.58 Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 31.4% | 13.9% | 12.7% | 7.5% |
| Category average | 32.4% | 14.2% | 13.4% | NA |
| Rank with in category | 19 | 10 | 12 | NA |
Understand termsinfo
Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Sundaram Global Brand | Financial | Forgn.MF- Equity | 98.0% |
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.22%
31 Jul 2021 - 31 Aug 2021
1.22%
30 Jun 2021 - 31 Jul 2021
1.22%
31 May 2021 - 30 Jun 2021
1.22%
30 Apr 2021 - 31 May 2021
1.22%
31 Mar 2021 - 30 Apr 2021
0.18%
28 Feb 2021 - 31 Mar 2021
1.22%
31 Jan 2021 - 28 Feb 2021
1.22%
31 Dec 2020 - 31 Jan 2021
1.22%
30 Nov 2020 - 31 Dec 2020
1.22%
31 Oct 2020 - 30 Nov 2020
1.22%
30 Sep 2020 - 31 Oct 2020
0.73%
31 Aug 2020 - 30 Sep 2020
1.77%
31 Jul 2020 - 31 Aug 2020
1.77%
30 Jun 2020 - 31 Jul 2020
1.77%
31 May 2020 - 30 Jun 2020
1.77%
30 Apr 2020 - 31 May 2020
1.77%
31 Mar 2020 - 30 Apr 2020
0.77%
29 Feb 2020 - 31 Mar 2020
2.28%
31 Jan 2020 - 29 Feb 2020
1.48%
31 Dec 2019 - 31 Jan 2020
1.48%
30 Nov 2019 - 31 Dec 2019
1.47%
31 Oct 2019 - 30 Nov 2019
0.60%
30 Sep 2019 - 31 Oct 2019
0.60%
31 Aug 2019 - 30 Sep 2019
0.60%
31 Jul 2019 - 31 Aug 2019
0.10%
30 Jun 2019 - 31 Jul 2019
0.61%
31 May 2019 - 30 Jun 2019
0.61%
30 Apr 2019 - 31 May 2019
0.61%
31 Mar 2019 - 30 Apr 2019
0.78%
28 Feb 2019 - 31 Mar 2019
0.79%
31 Jan 2019 - 28 Feb 2019
0.82%
31 Dec 2018 - 31 Jan 2019
0.82%
30 Nov 2018 - 31 Dec 2018
0.66%
31 Oct 2018 - 30 Nov 2018
0.83%
30 Sep 2018 - 31 Oct 2018
0.82%
31 Aug 2018 - 30 Sep 2018
0.82%
31 Jul 2018 - 31 Aug 2018
0.82%
31 May 2018 - 31 Jul 2018
0.91%
30 Apr 2018 - 31 May 2018
0.90%
31 Mar 2018 - 30 Apr 2018
0.90%
28 Feb 2018 - 31 Mar 2018
0.91%
31 Jan 2018 - 28 Feb 2018
0.91%
31 Dec 2017 - 31 Jan 2018
0.90%
30 Nov 2017 - 31 Dec 2017
0.89%
31 Oct 2017 - 30 Nov 2017
0.85%
Expense ratio, exit load and tax
Expense ratio: 1.22%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Understand termsinfo
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
S Krishnakumar
Dec 2017 - Present
View details
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Also manages these schemes
Ratish Varier
Jul 2020 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Rohit Seksaria
Dec 2017 - Present
View details
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.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | 32,095.30 Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Global Brand Direct Growth is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26
Sundaram Global Brand Direct Growth is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar, Rohit Seksaria is the Current Fund Manager of Sundaram Global Brand Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 23 Sep 2021 is ₹26.38.
The Sundaram Global Brand Direct Growth 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.
...Read more
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, fu
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.
...Read more
| Fund benchmark | Dow Jones Industrial Average TRI |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Global Brand Direct Growth
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