Sundaram Global Brand Fund - IDCW - Direct Plan

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Fund Overview IDCW | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 - Income Distribution cum Capital Withdrawal (IDCW) -21.12 -7.74 16.12 16.06 12.29 7.43
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 Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Mar 12, 2013 16.12 16.06 12.29 1.08 143.39
Franklin India Feeder - Franklin U S Opportunities Fund - Direct - IDCW Jan 01, 2013 -0.24 21.83 19.63 0.56 4,167.20
PGIM India Global Equity Opportunities Fund - Direct Plan - Dividend Jan 01, 2013 -11.10 23.89 18.88 1.40 1,724.94
DSP US Flexible Equity Fund - Direct Plan - IDCW Dec 31, 2012 14.00 20.39 16.41 1.50 711.56
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW Jan 02, 2013 8.73 18.09 10.00 0.68 297.74
PGIM India Emerging Markets Equity Fund - Direct Plan - Dividend Dec 10, 2013 -19.80 7.40 6.31 1.25 229.88

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 12-Mar-2013 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 ₹-0.23(-0.95%)yesterday to ₹23.6313.

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