15.9313
18.3784
1
Suitability:
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
Dividends
Please wait...
Please wait...
| 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 (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) |
| 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
Please wait...
| The underlying data is unavailable. |
Please wait...
| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Sundaram Global Brand | Financial | -- | 96.33 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2019
— 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.
Interviews:
Funds Managed:
Personal finance advice and mutual fund ideas delivered to your inbox every Monday
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 | 20 |
| Minimum Withdrawal (₹) | 100 |
| Minimum Balance (₹) | 1 |
| Exit Load | 1% for redemption within 365 days |
| 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: | -- |
| Plan | Record Date | Dividend (₹ / Unit) | |||||
|---|---|---|---|---|---|---|---|
| Dividend | 28-Nov-2014 | 1.0000 | |||||
| |||||||
House Voice - 03-Jan-2013
Fund News - 15-Nov-2007
Fund News - 05-Sep-2007
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
Saturday, 25-Jan-2020
12:30 PM - 01:00 PM