Sundaram Global Advantage Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 - Direct Plan - Growth Option -36.14 7.70 15.01 6.10 10.13 4.74
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 - Direct Plan - Growth Option Jan 08, 2013 15.01 6.10 10.13 1.77 45
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth Jan 01, 2013 39.16 24.70 17.83 0.63 2,259.43
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Jan 02, 2013 48.55 19.61 19.66 1.52 366.38
PGIM India Global Equity Opportunities Fund - Growth - Direct Plan Jan 01, 2013 57.25 25.74 17.16 0.26 273.01
DSP US Flexible Equity Fund - Direct Plan - Growth Dec 31, 2012 14.36 13.15 13.22 1.64 199.36
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option Jan 02, 2013 20.68 8.90 10.01 0.63 144.13

Fund Holdings as on 31-August-2020

  • SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore)

  • TREPS

  • Cash and Other Net Curent Assets

  • Reverse Repo

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  • Miscellaneous

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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 08-Jan-2013 and currently has an AUM of ₹45 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 ₹-0.22(-1.06%)yesterday to ₹20.0711.

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