Sundaram Global Brand Fund - Growth - Regular Plan

Other Plans and Options
  • 0.35 %Nav, as on 05-12-2023

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  • Net Change on 05-12-2023

  • 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 59.99 13.77 23.33 8.48 11.60 6.46
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 23.33 8.48 11.60 2.28 108.92
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Nov 29, 2018 38.21 11.66 21.86 0.57 3,813.02
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 27.34 3.34 14.00 1.52 2,896.40
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 -13.61 -13.28 6.21 2.37 1,332.50
PGIM India Global Equity Opportunities Fund - Growth May 13, 2010 28.69 0.10 14.74 2.38 1,284.64
DSP US Flexible Equity Fund - Regular Plan - Growth Option Aug 03, 2012 12.76 10.43 14.36 2.35 725.28

Fund Holdings as on 31-October-2023

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

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  • Miscellaneous

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Fund Manager

  • Education:PGDBM
  • Experience:12
  • Basic Details:Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
  • Funds Managed:
  • Sundaram Consumption Fund
  • Sundaram Consumption Fund
  • Sundaram Debt Oriented Hybrid Fund
  • Sundaram Global Brand Fund

  • 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 ₹108.92 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 up ₹0.1(0.35%)yesterday to ₹27.7262.

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 Rohit Seksaria and Ashish Agarwal.

Fund House Contact

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

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