Overview
Sundaram Global Brand Direct Growth
Sundaram Mutual Fund
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.
Investments in Sundaram Global Brand Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 32.8372
Fund Size (AUM)
₹ 111 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 100
SIP: ₹100
Launch Date
8 January 2013
Expense Ratio
1.18%
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Benchmark
MSCI All Country World Total Return Index
Standard Deviation
16.12
History
Performance & Ratios
1-Year SIP Return
-7.01%
3-Year SIP Return
9.9%
5-Year SIP Return
9.23%
Mean Return
6.7%
Alpha
-
Beta
-
Sharpe Ratio
0.3
Sortino Ratio
0.48
Information Ratio
-
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 2.03% | 9.54% | 14.00% | 6.18% |
| Category Average | 8.77% | 7.55% | 10.27% | N/A |
| Rank Within Category | 47 | 24 | 10 | N/A |
Holdings (1)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Sundaram Global Brand | Financial | Foreign MF | 96.19% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
SIP Not Available for investment
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 1000
Min Installments: 5
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 6
AMC Details
Asset Management Company
Sundaram Mutual Fund
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Launch Date
26 February 1996
Total AUM
₹ 64,176 Cr
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Website
Sub Type
Gilt
Sub Type Info
Invest predominantly in Government Securities(minimum 80% of total assets). They are relatively more risky than the other debt funds due to fluctuating interest rates.
Tax Impact
Returns are taxed as per your Income Tax slab.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Sundaram Global Brand Direct Growth
Sundaram Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Sundaram Global Brand Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Sundaram Global Brand Direct Growth?
The top stocks held by Sundaram Global Brand Direct Growth include Sundaram Global Brand.
Which industries does Sundaram Global Brand Direct Growth invest in?
Sundaram Global Brand Direct Growth primarily invests in the following industries: Financial.
Who is the fund manager of Sundaram Global Brand Direct Growth?
The fund manager of Sundaram Global Brand Direct Growth is Pathanjali Srinivasan.
How many years has the fund manager been managing Sundaram Global Brand Direct Growth?
Pathanjali Srinivasan has been managing the fund for 1 years.
What is the minimum investment for Sundaram Global Brand Direct Growth?
The minimum investment for Sundaram Global Brand Direct Growth is ₹100 for lumpsum investments and ₹100 for SIPs.
What are the average 1-year returns for Sundaram Global Brand Direct Growth?
The average 1-year return for Sundaram Global Brand Direct Growth is -7.01%.
What are the average 3-year returns for Sundaram Global Brand Direct Growth?
The average 3-year return for Sundaram Global Brand Direct Growth is 9.90%.
What is the expense ratio of Sundaram Global Brand Direct Growth, and how does it compare to its category?
The expense ratio of Sundaram Global Brand Direct Growth is 1.18%. No category comparison data is available.