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Sundaram Global Brand Fund

1 Lakh

Investment Grown to
₹ 1.62 Lakh

₹ 10000

Monthly SIP Grown to
₹ 4.78 Lakh


"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 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
Fund 16.60 0.69 -1.63 -1.48 1.43 3.92 18.61 17.42 12.79 8.41 8.16
S&P BSE 500 TRI* 30.36 -0.80 1.01 -2.82 0.68 11.49 37.96 19.12 17.93 12.93 15.53

As on 02-Dec-2021

* As on 03-Dec-2021

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Sundaram Global Brand Fund
Aug-07 18.61 17.42 12.79 2.36% 97
Motilal Oswal NASDAQ 100 Exchange Traded Fund
Mar-11 30.46 35.43 29.52 0.57% 5,704
Franklin India Feeder Franklin US Opportunities Fund  | Invest Online Now
Feb-12 22.63 28.22 24.14 1.58% 4,187
Motilal Oswal Nasdaq 100 FOF - Regular Plan  | Invest Online
Nov-18 28.42 33.47 -- 0.50% 3,998
Motilal Oswal S&P 500 Index Fund - Regular Plan  | Invest Online
Apr-20 25.96 -- -- 1.07% 2,398

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 22.91 27-Oct-2008 - 04-Nov-2008 -20.65 03-Oct-2008 - 10-Oct-2008
Month 23.26 03-Mar-2009 - 02-Apr-2009 -36.51 26-Sep-2008 - 27-Oct-2008
Quarter 49.93 03-Mar-2009 - 02-Jun-2009 -43.36 21-Aug-2008 - 20-Nov-2008
Year 89.60 21-Nov-2008 - 23-Nov-2009 -51.31 26-Oct-2007 - 27-Oct-2008

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 17.43 14.45 0.94 1.63 -- --
S&P BSE 500 TRI 19.76 21.92 0.73 0.84 -- --

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

As on 30-Nov-2021

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 -- 95.91

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 31-Oct-2021

Fund Manager

— Ratish Varier since 23-Jul-2020

Education: Mr. Varier is a B.Com. & MBA (Finance)

Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

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:


Change from previous, NAV as on 02-Dec-2021

Growth: ₹ 25.5490

IDCW: ₹ 21.8934

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

Minimum Investment (₹) 100
Minimum Addl Investment (₹) 100
Minimum SIP Investment (₹) 100
Minimum No of Cheques 6
Minimum Withdrawal (₹) 100
Minimum 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: 24-Aug-2007
Return Since Launch: 6.79%
Benchmark: Dow Jones Industrial Average TRI
Riskometer: Very High
Type: Open-ended
Assets: ₹ 97 Cr (As on 31-Oct-2021)
Expense: 2.36% (As on 31-Oct-2021)
Risk Grade: --
Return Grade: --
Turnover: --

Most Recent Dividends

Plan Record Date Dividend (₹ / Unit)  


Contact Information

AMC: Sundaram Asset Management Company Ltd

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

Phone: 1860-425-7237

Email: [email protected]

Website: http://www.sundarammutual.com

Registrar & Transfer Agent: KFin Technologies Pvt 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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