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Sundaram Global Brand Fund - Direct Plan download report


Equity: International

1 Lakh

Investment Grown to
₹ 1.35 Lakh

₹ 10000

Monthly SIP Grown to
₹ 3.85 Lakh

Suitability:

"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.
  • If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Sundaram Global Brand Direct-G -18.17 -1.02 -0.77 -10.67 -13.17 -18.74 -10.85 10.64 8.84 6.19 --
S&P BSE 500 TRI* -6.66 2.54 3.16 -6.24 -5.11 -8.54 10.52 14.52 12.52 11.91 --

As on 19-May-2022

* As on 20-May-2022

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Sundaram Global Brand Fund - Direct Plan
Unrated
Jan-13 -10.85 10.64 8.84 1.08% 123
Motilal Oswal Nasdaq 100 FOF - Direct Plan
Unrated
Nov-18 -5.65 19.43 -- 0.10% 3,688
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan  | Invest Online Now
Unrated
Jan-13 -15.39 10.74 14.28 0.51% 3,263
Motilal Oswal S&P 500 Index Fund - Direct Plan
Unrated
Apr-20 0.86 -- -- 0.52% 2,530
ICICI Prudential US Bluechip Equity Fund - Direct Plan  | Invest Now
Unrated
Jan-13 -2.40 16.17 16.11 1.08% 1,935

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 13.16 23-Mar-2020 - 30-Mar-2020 -14.26 05-Mar-2020 - 12-Mar-2020
Month 21.48 18-Mar-2020 - 17-Apr-2020 -23.25 20-Feb-2020 - 23-Mar-2020
Quarter 31.70 23-Mar-2020 - 22-Jun-2020 -20.67 23-Dec-2019 - 23-Mar-2020
Year 59.11 20-Mar-2020 - 22-Mar-2021 -23.52 22-Aug-2014 - 24-Aug-2015

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Sundaram Global Brand Direct-G 12.39 15.85 0.56 0.83 -- --
S&P BSE 500 TRI 18.19 21.83 0.67 0.73 -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 30-Apr-2022

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
equal Sundaram Global Brand Financial -- 97.79

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 30-Apr-2022

Fund Manager

— Ashish Aggarwal since 01-Jan-2022

Education: Mr. Aggarwal has done BE, PGPM

Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Funds Managed:

— Rohit Seksaria since 30-Dec-2017

Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Funds Managed:


-1.02%

Change from previous, NAV as on 19-May-2022

Growth: ₹ 22.4303

IDCW: ₹ 19.9515


Investment Strategy

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.

Investment Details

Min. Investment (₹) 100
Min. Addl Investment (₹) 100
Min. SIP Investment (₹) 100
Min. No of Cheques 6
Min. Withdrawal (₹) 100
Min. Balance (₹) 1
Lock-in Period Not Applicable
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 03-Jan-2013
Return Since Launch: 5.68%
Benchmark: MSCI All Country World TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 123 Cr (As on 30-Apr-2022)
Expense: 1.08% (As on 31-Mar-2022)
Risk Grade: --
Return Grade: --
Turnover: --

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  
IDCW28-Nov-20141.0000

 31-May-20130.4150

Contact Information

AMC: Sundaram Asset Management Company Ltd

Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014

Phone: 1860-425-7237

Website: http://www.sundarammutual.com

Registrar & Transfer Agent: KFin Technologies Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com

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