Sundaram Global Advantage Fund - Growth - Regular Plan

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  • (-1%)Nav, as on 03-07-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

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  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singaporeas a feeder fund.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Global Brand Fund Growth -3.90 83.33 10.05 6.94 5.57 4.91
Dow Jones Industrial Average N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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 Brand Fund Growth Aug 22, 2007 10.05 6.94 5.57 2.38 38.55
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 33.46 24.55 15.98 1.50 1,693.49
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 48.26 21.69 14.77 2.35 220.31
DSP US Flexible Equity Fund - Regular Plan - Growth Option Aug 03, 2012 16.81 13.51 11.50 2.47 171.38
Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Sep 17, 2008 19.73 9.79 5.83 1.13 117.45
PGIM India Global Equity Opportunities Fund - Growth May 13, 2010 40.71 25.08 10.58 1.29 100.67

Fund Holdings as on 31-May-2020

  • SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore)

  • Reverse Repo

  • Cash and Other Net Curent Assets

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  • Miscellaneous

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Fund Manager

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  • MFU

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About Sundaram Global Brand Fund

Scheme Analysis

Sundaram Global Brand 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 ₹38.55 crore. Sundaram Global Brand Fund is benchmarked against Dow Jones Industrial Average as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Global Brand Fund ended down ₹-0.19(-1%)yesterday to ₹18.5392.

Among its top 3 holdings the fund has exposure to SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore), Reverse Repo and Cash and Other Net Curent Assets

The Sundaram Global Brand 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