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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: BSE India Bond Index
TER: 2.13% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 121.09 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 365 days from the date of allotment. NIL if redeemed /SWP/STP after 365 days from the date of allotment (Formerly known as Sundaram Global Advantage Fund Regular Growth)
NAV as on 11-03-2025

32.5683

-0.32 (-0.9721%)

CAGR Since Inception

6.94%

Benchmark: 11.41%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 15.74
Sharpe Ratio 0.15
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 8.52 18.04 12.79 15.21 8.9
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 47.1 25.38 8.22 11.58 10.23
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 32.48 60.27 34.74 - -
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 25.92 6.05 1.96 4.83 8.16
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 21.59 34.65 19.55 24.6 -
Axis Greater China Equity Fund of Fund - Regular Plan - Growth Option 11-02-2021 21.43 5.54 2.92 - -
PGIM India Emerging Markets Equity Fund - Growth 11-09-2007 19.97 20.85 6.6 4.75 2.83
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth 24-02-2014 18.27 14.95 8.95 13.83 11.17
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth 05-05-2014 16.98 20.64 17.92 20.25 10.37
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund - Growth 28-01-2022 16.97 15.39 9.67 - -

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%

Scheme Documents

January 2025

Monthly Portfolio Disclosure Equity & Fund of Funds - January - 2025

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