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: 1.12% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: -
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)

31.0467

6.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
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 15.74
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 12.43 18.71 6.03 11.81 7.54
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 59.91 72.02 22.15 - -
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 39.4 43.56 6.48 - -
BANDHAN US EQUITY FUND OF FUND - GROWTH - REGULAR PLAN 20-08-2021 38.06 31.63 12.1 - -
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 34.89 31.39 6.0 16.7 14.58
Navi US Total Stock Market Fund of Fund- Regular Plan- Growth 18-02-2022 34.74 25.0 - - -
DSP World Gold Fund of Fund - Regular Plan - Growth 14-09-2007 34.35 20.04 6.64 10.5 7.73
SBI International Access - US Equity FoF - Regular Plan - Growth 22-03-2021 34.29 24.5 12.12 - -
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 32.61 34.84 11.97 23.58 -
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 32.39 38.94 - - -

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

100.24%

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