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Previously called: Sundaram Global Advantage Direct-G

NAV as of ( Sep 08, 2022 )

22.93 -0.13 % 1-D Change

5.2% p.a.

You get upto 1.23% extra returns

ET Money's Fund Report Card - Sundaram Global Brand Fund

Sorry! A report card for this scheme is not available. Our analysts are currently analyzing this scheme. Please bear with us in the meantime.

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is not accepting any new investments as SEBI has restricted overseas investment by mutual fund houses.

This fund vs
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Scheme Details

ET Money Rank Not yet ranked
VRO Rating N.A.
Expense ratio 1.08%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 121 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark MSCI All Country World Index
Min. Investment

SIP 250 

About Sundaram Global Brand Fund

Sundaram Global Brand Direct-Growth is a International mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Global Brand Direct-Growth has ₹121 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.08%, which is higher than what most other International funds charge.
  • Sundaram Global Brand Direct-Growth returns of last 1-year are -14.47%. Since launch, it has delivered 5.73% average annual returns. The fund has doubled the money invested in it every 7 yrs.
  • The fund has the majority of its money invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category.
  • The fund's top 5 holdings are in Sundaram Global Brand.
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Total value Profit
This fund
Category Average
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Allocation by Market Cap

Large Cap 0%

Mid Cap 0%

Small Cap 0%

Other Cap 97.14%

Allocation by Sector

Financial 97.14%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Foreign Mutual Fund Equity 97.14%

Repo 3.2%

Other Holdings

Others 3.2%

Comparison with international Funds

as on Sep 12, 2022
Average
-5.29%
-7.8 % p.a
This fund

Lowest
-8.88%

Highest
-0.05%
Pick time period to see return
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Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Sundaram Global Brand Fund

EQUITY INTERNATIONAL

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.

  • Std. Dev : 16.69
  • Alpha : -
  • Beta : -
  • Sharpe : 0.52
  • Sortino : 0.81
  • Profile

    Rohit Seksaria

    Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    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.

  • Profile

    Ashish Aggarwal

    Mr. Aggarwal has done BE, PGPM

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Sundaram Mutual Fund

Sundaram Mutual Fund

# SCHEMES

27

See all schemes

TOTAL AUM:

₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Royapettah
    Chennai, 600014

Compare with similar Funds

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Frequently asked questions

How are the returns of Sundaram Global Brand Fund ?

The Sundaram Global Brand Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 5.2% since inception.

Sundaram Global Brand Fund Returns

1-Year 3-Year 5-Year Since Inception
-13.73% 9.13% 6.72% 5.2%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Global Brand Fund for Sep 08, 2022 is 22.93 .

On ET Money, Investing in Sundaram Global Brand Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Global Brand Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Global Brand Fund is 1.08%.  .

Redeeming your investments in Sundaram Global Brand Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Global Brand Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Global Brand Fund is ₹121 Crs.

The Sundaram Global Brand Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Sundaram Global Brand 97.14%

The Sundaram Global Brand Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 97.14%
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