August 10, 2023
mayank
Sundaram Global Brand Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 29.3349
NAV IDCW: Rs 26.0887
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.
Fund Manager:
1) Ashish Aggarwal
Education: Mr. Aggarwal has done BE, PGPM
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
2) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Global Brand Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 03-Jan-13 |
| Return Since Launch | 7.70% |
| Benchmark | MSCI All Country World TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 127 Cr |
| (As on 30-Jun-2023) | |
| Expense | 1.26% |
| (As on 30-Jun-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Sundaram Global Brand Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Global Brand Dir | 24.98 | 0.45 | 2.70 | 8.97 | 11.48 | 22.51 | 13.58 | 10.70 | 11.62 | 8.23 |
| S&P BSE 500 TRI* | 10.70 | 0.35 | 2.80 | 10.72 | 13.81 | 14.44 | 24.22 | 13.15 | 14.18 | 16.28 |
Sundaram Global Brand Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Global Brand Dir | Unrated | 22.51 | 13.58 | 10.70 | 1.26 | 127 | 7.70 | 1.00 (365) | 10Y 7M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 21.37 | 13.73 | — | 0.17 | 4,195 | 22.85 | 1.00 (15) | 4Y 8M | — |
| Franklin Ind Feeder Franklin US Opp Dir | Unrated | 7.41 | 4.91 | 12.33 | 0.55 | 3,348 | 16.21 | 1.00 (365) | 10Y 7M | 2.44 |
| ICICI Pru US Bluechip Eqt Dir | Unrated | 16.66 | 17.10 | 16.43 | 1.10 | 2,911 | 17.02 | 1.00 (30) | 10Y 7M | 70.00 |
| Motilal Oswal S&P 500 Index Fund Dir | Unrated | 13.07 | 14.15 | — | 0.55 | 2,830 | 17.44 | 1.00 (7) | 3Y 3M | 10.00 |
Chanakya’s Mutual Fund Guidance For Sundaram Global Brand Fund
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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