Sundaram Global Brand Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Global Advantage Fund Dividend)
Fund House: Sundaram Mutual Fund| Category: Fund of Funds-Overseas |
| Launch Date: 24-08-2007 |
| Asset Class: Equity |
| Benchmark: BSE India Bond Index |
| TER: 2.31% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 114.87 Cr As on 29-11-2024(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) |
27.5112
0.02 (0.0898%)
6.77%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 7 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 Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
