21.2367
26.1138
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"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
Dividends
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| 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
| 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 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 |
| 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
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Sundaram Global Brand | Financial | -- | 95.91 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
— 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:
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.
| 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 |
| 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: | -- |
| Plan | Record Date | Dividend (₹ / Unit) | |||||
|---|---|---|---|---|---|---|---|
| IDCW | 28-Nov-2014 | 1.0000 | |||||
| |||||||
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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Friday, 10-Dec-2021
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