Sundaram Global Brand Fund - IDCW - Regular Plan

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Fund Overview IDCW | Regular 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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) -22.49 -8.99 14.90 15.38 11.79 6.66
MSCI AC World Index 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 Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) Aug 22, 2007 14.90 15.38 11.79 2.28 143.39
Franklin India Feeder - Franklin U S Opportunities Fund - IDCW Feb 06, 2012 -1.26 20.66 18.51 1.67 4,167.20
PGIM India Global Equity Opportunities Fund - Dividend May 13, 2010 -12.06 22.64 17.47 2.44 1,724.94
DSP US Flexible Equity Fund - Regular Plan - IDCW Aug 03, 2012 13.02 18.04 14.45 2.36 711.56
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular - IDCW Sep 17, 2008 8.18 17.53 9.61 1.18 297.74
PGIM India Emerging Markets Equity Fund - Dividend Sep 11, 2007 -20.58 6.59 5.54 2.44 229.88

Fund Holdings as on 31-December-2021

  • SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapore)

  • Cash and Other Net Curent Assets

  • TREPS

  • Reverse Repo

  • 91 DAY T-BILL 06-Jan-2022

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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 ₹143.39 crore. Sundaram Global Brand Fund is benchmarked against MSCI AC World Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Global Brand Fund ended down ₹-0.21(-0.95%)yesterday to ₹21.547.

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 Ashish Agarwal 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