Sundaram Global Brand Fund

Other · FoFs Overseas
100
Min SIP
100
Min Lumpsum
1.26 %
Expense Ratio
Rating
122
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.5% 13.1% 9% 6.6%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapor
97.55%
TREPS
1.3%
Net CA & Others
1.15%
Others
0%
Others
100%
Foreign Mutual Fund
96.41%
Reverse Repos
3.87%
Net Curr Ass/Net Receivables
-0.28%
Others
0%

Advance Ratio

0.05
Alpha
4.81
SD
0.57
Beta
0.23
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

How to invest in Sundaram Global Brand Fund ?

You can invest in Sundaram Global Brand Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Global Brand Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Global Brand Fund ?

The NAV of Sundaram Global Brand Fund is ₹27.2 as of 01 June 2023.

How to redeem Sundaram Global Brand Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Global Brand Fund?

The minimum SIP amount of Sundaram Global Brand Fund is ₹100

How much returns have Sundaram Global Brand Fund generated ?

The Sundaram Global Brand Fund has delivered 6.6% since inception

What is the expense ratio of Sundaram Global Brand Fund ?

The expense ratio of Sundaram Global Brand Fund is 1.26 % as of 01 June 2023.

What is the AUM of Sundaram Global Brand Fund?

The AUM of Sundaram Global Brand Fund is ₹39,953 Cr as of 01 June 2023

What are the top stock holdings of Sundaram Global Brand Fund?

The top stock holdings of Sundaram Global Brand Fund are
  1. SUNDARAM GLOBAL BRAND FUND -MASTER CLASS (Singapor - 97.55%
  2. TREPS - 1.3%
  3. Net CA & Others - 1.15%
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