Sundaram Global Brand Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 16-05-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 Regular Plan - Growth 28.74 11.00 20.92 8.15 13.11 6.87
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 - Growth Aug 22, 2007 20.92 8.15 13.11 2.30 114.85
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Nov 29, 2018 38.72 14.92 22.52 0.58 4,624.61
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 37.79 9.29 15.56 1.53 3,385.14
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 2.54 -10.62 7.14 2.32 1,251.71
DSP US Flexible Equity Fund - Regular Plan - Growth Option Aug 03, 2012 24.08 11.11 16.92 2.34 863.66
Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Sep 17, 2008 25.96 7.76 13.64 1.12 258.85

Fund Holdings as on 30-April-2024

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

View More
  • Miscellaneous

View More

Fund Manager

  • Education:CA,B.com
  • Experience:3 Years
  • Basic Details:More than three years of experience in Equity Research
  • Funds Managed:
  • Sundaram Global Brand Fund
  • Cash

  • MFU

View More

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 ₹114.85 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 ₹-0.04(-0.14%)yesterday to ₹30.4371.

Among its top 3 holdings the fund has exposure to Sundaram Global Brand Fund - Master Class, TREPS and Cash and Other Net Current Assets

The Sundaram Global Brand Fund is managed by Patanjali Srinivasan .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156