Sundaram Global Brand Fund Regular Plan - Growth

(Erstwhile Sundaram Global Advantage Fund Growth)
Fund House: Sundaram Mutual Fund
Category: Fund of Funds-Overseas
Launch Date: 24-08-2007
Asset Class: Equity
Benchmark: MSCI All Country World TRI
TER: 2.3% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 120.25 Cr As on (31-03-2024)
Turn over: - | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

29.7347

6.74%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
13 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.81
Sharpe Ratio 0.35
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Global Brand Fund Regular Plan - Growth 24-08-2007 18.85 12.38 6.73 11.55 7.22
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 94.62 41.92 - - -
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 48.63 17.88 4.86 - -
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 02-02-2021 41.41 17.84 12.47 - -
Aditya Birla Sun Life Nasdaq 100 FOF-Regular Growth 01-11-2021 38.29 16.65 - - -
Navi NASDAQ 100 Fund of Fund- Regular- Growth 05-03-2022 38.12 16.72 - - -
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 07-09-2022 37.92 - - - -
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 37.19 11.68 5.26 14.95 14.26
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth 01-11-2022 37.13 - - - -
BANDHAN US EQUITY FUND OF FUND - GROWTH - REGULAR PLAN 20-08-2021 37.11 17.5 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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