Sundaram Global Advantage Fund - Growth - Regular Plan

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  • Net Change on 17-09-2019

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

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  • Exit Load (%)

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Fund Objective

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Global Advantage Fund Growth 51.57 17.82 0.63 7.01 1.74 4.50
MSCI Emerging Market Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Global Advantage Fund Growth Aug 22, 2007 Unrated 0.63 7.01 1.74 0.97 21.10
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 Unrated 2.18 17.07 12.53 1.58 954.58
DSP US Flexible Equity Fund - Regular Plan - Growth Option Aug 03, 2012 -2.60 14.11 10.48 2.37 235.07
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 11.95 12.29 9.65 1.36 94.52
ICICI Prudential Global Stable Equity Fund - Growth Sep 13, 2013 Unrated 1.70 7.25 7.97 1.48 86.67
Edelweiss ASEAN Equity Off-shore Fund - Regular Plan - Growth Option Jul 01, 2011 3.68 8.73 4.99 1.41 43.65

Fund Holdings as on 31-August-2019

  • FIL Investment Management Luxembourg SA - Fidelity-Asia Focus -A USD

  • D B Tracker EM Asia

  • Templeton Asia GR FD PR SH CL A(YDIS)USD

  • TREPS

  • Morgan Stanley Inv Mgt - Morgan Stanley SICAV- Global Property Fund Class I

  • D B Tracker LATAM

  • Parvest Equity Latin America

  • Cash and Other Net Curent Assets

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  • Miscellaneous

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About Sundaram Global Advantage Fund

Scheme Analysis

Sundaram Global Advantage Fund is a FoFs (Overseas) fund and belongs to Sundaram Mutual Fund. It was launched on 22-Aug-2007 and currently has an AUM of ₹21.10 crore. Sundaram Global Advantage Fund is benchmarked against MSCI Emerging Market Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Global Advantage Fund ended down ₹-0.01(-0.04%)yesterday to ₹17.02.

Among its top 3 holdings the fund has exposure to FIL Investment Management Luxembourg SA - Fidelity-Asia Focus -A USD, D B Tracker EM Asia and Templeton Asia GR FD PR SH CL A(YDIS)USD

The Sundaram Global Advantage Fund is managed by S. Krishnakumar and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • MFU

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