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Sundaram Global Brand IDCW

Other
FoF Overseas/Domestic
Very High Risk
35.00%
1Y return
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹21.95
Min. SIP Amount₹100
Rating1star
Fund Size₹76.44 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.0%14.5%13.0%7.0%
Category average32.4%14.2%13.4%NA
Rank with in category131111NA
Understand termsinfo

Holdings (1)

NameSectorInstrumentAssets
Sundaram Global Brand
FinancialForgn.MF- Equity95.7%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.05%
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.05%

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

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

Understand termsinfo

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
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Ratish Varier
Jul 2020 - Present
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Rohit Seksaria
Dec 2017 - Present
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Fund house & investment objective

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Fund house contact details

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