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
Expense Ratio: 2.34% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 115.67 Cr As on (31-08-2022)
Turn over: - | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

19.8367

4.62%

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

Volatility 12.0
Sharp Ratio 0.45
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 -19.07 0.32 6.03 4.0 4.6
DSP World Mining Fund - Regular Plan - Growth 29-12-2009 1.35 13.97 17.66 11.46 3.0
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option 07-08-2013 -1.32 16.1 11.07 9.98 -
HSBC Brazil Fund-Growth 06-05-2011 -1.66 5.16 -9.26 -4.02 -3.48
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option 01-07-2011 -4.02 10.78 2.49 3.73 5.83
ICICI Prudential Global Stable Equity Fund (FOF) - Growth 05-09-2013 -5.92 9.34 6.6 6.86 -
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 -7.05 10.27 13.35 12.05 14.01
DSP Global Allocation Fund - Regular Plan - Growth 21-08-2014 -11.02 1.24 6.54 5.86 -
SBI International Access - US Equity FoF - Regular Plan - Growth 22-03-2021 -11.56 - - - -
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth 05-05-2014 -11.74 8.16 6.26 4.09 -

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

100.0%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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