Sundaram Global Brand Growth+0.88%

1
13.76%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Global Brand Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio2.38%
NAV18.90 (08 Jul 2020)
Fund Started22 Aug 2007
Fund Size39 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Global Brand Growth
13.8%
7.9%
7.1%
5.1%
Category Average
16.3%
9.3%
6.1%
-
Rank within category
12
17
18
-
*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
    0
    with 13.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than 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. Higher expense ratio
    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
    Sundaram Global BrandFinancialForgn.MF- Equity95.0%

    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

    Sundaram Global Brand Growth Details

    Sundaram Global Brand Growth is a Others Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Aug 2007. S Krishnakumar, Rohit Seksaria is the Current Fund Manager of Sundaram Global Brand Growth fund.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 08 Jul 2020 is ₹18.90.

    The Sundaram Global Brand Growth is rated 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

    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)

    ₹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
    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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