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Sundaram Global Brand Fund

1 Lakh

Investment Grown to
₹ 1.27 Lakh

₹ 10000

Monthly SIP Grown to
₹ 4.00 Lakh

Analyst's Choice?


This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than 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 for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.

Like 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 paid by the mutual fund scheme are taxed at the rate of 25% (effectively 29.12%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

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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 1.22 0.42 -0.24 1.91 6.59 8.83 12.86 8.30 5.51 3.83 5.59

As on 16-Jan-2020

Best & Worst Performance

Best (Period) Worst (Period)
Week -- ( - ) -- ( - )
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 9.21 10.72 0.33 0.47 -- --

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

As on 31-Dec-2019

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
new Sundaram Global Brand Financial -- 96.33

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-Dec-2019

Fund Manager

— 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:

— S Krishnakumar since 30-Dec-2017

Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.

Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.


Funds Managed:


Change from previous, NAV as on 16-Jan-2020

Growth: ₹ 18.2717

Dividend: ₹ 15.6670

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 20
Minimum Withdrawal (₹) 100
Minimum Balance (₹) 1
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Sundaram Mutual Fund
Launch Date: 24-Aug-2007
Return Since Launch: 4.98%
Benchmark: Dow Jones Industrial Average
Riskometer: High
Type: Open-ended
Assets: ₹ 36 Cr (As on 31-Dec-2019)
Expense: 2.34% (As on 31-Dec-2019)
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: www.sundarammutual.com

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034

Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com

Upcoming Video

Value Investing

Evaluating a company's financial health from the Cash Flow Statement

dateSaturday, 25-Jan-2020
time12:30 PM - 01:00 PM