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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Global Brand Fund - Direct Plan
|
|
Very High
|
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1.26 |
||
|
|
Very High
|
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0.17 |
|||
|
|
Very High
|
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0.55 |
|||
|
|
Very High
|
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0.55 |
|||
|
|
Very High
|
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1.10 |
Sundaram Global Brand Fund - Direct Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Global Brand Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Global Brand Fund - Direct Plan is ₹27.5583 as of 28-Sep-2023.
The AUM of Sundaram Global Brand Fund - Direct Plan Fund is ₹118 Cr as of 31-Aug-2023
The riskometer level of Sundaram Global Brand Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
96.99
|
As of 31-Aug-2023, Sundaram Global Brand Fund - Direct Plan had invested 96.99% in Equity and 3.01% in Cash & Cash Eq. See More
Sundaram Global Brand Fund - Direct Plan is 10 years 9 months old. It has delivered 7.00% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
27.51%
|
12.47%
|
8.64%
|
10.46%
|
6.94%
|
7.00%
|
The minimum SIP amount of Sundaram Global Brand Fund - Direct Plan is ₹100.
No, There is no lock in period in Sundaram Global Brand Fund - Direct Plan.
The expense ratio of Sundaram Global Brand Fund - Direct Plan is 1.26%.
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