Sundaram Global Advantage Fund - Growth - Regular Plan

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  • 0.38 %Nav, as on 21-01-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 13.00 36.28 19.45 7.88 14.52 6.03
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 19.45 7.88 14.52 1.85 51.19
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 39.24 25.23 21.84 1.44 2,723.18
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 72.94 26.21 28.72 2.36 762.20
PGIM India Global Equity Opportunities Fund - Growth May 13, 2010 69.02 31.68 23.69 2.64 677.17
DSP US Flexible Equity Fund - Regular Plan - Growth Option Aug 03, 2012 25.56 15.53 17.35 2.44 307.25
Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Sep 17, 2008 27.59 10.97 15.80 1.18 168.56

Fund Holdings as on 31-December-2020

  • SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore)

  • TREPS

  • Reverse Repo

  • Cash and Other Net Curent Assets

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  • Miscellaneous

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  • Cash

  • 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 ₹51.19 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 up ₹0.08(0.38%)yesterday to ₹21.9574.

Among its top 3 holdings the fund has exposure to SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore), and

The Sundaram Global Brand Fund is managed by Ratish Varier 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