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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Sundaram Global Brand Fund
|
Very High
|
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2.13 |
|||
Very High
|
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0.58 |
||||
Very High
|
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1.53 |
||||
Very High
|
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0.61 |
||||
Very High
|
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1.57 |
₹121 Cr
1.00 (365)
100
100
100
6
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.
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.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Sundaram Global Brand Fund invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Global Brand Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Global Brand Fund is ₹34.7537 as of 15-Feb-2025.
The AUM of Sundaram Global Brand Fund Fund is ₹121 Cr as of 31-Jan-2025
The riskometer level of Sundaram Global Brand Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
Sundaram Global Brand Forgn.MF- |
95.92
|
As of 31-Jan-2025, Sundaram Global Brand Fund had invested 95.92% in Equity and 4.08% in Cash & Cash Eq. See More
Sundaram Global Brand Fund is 20 years 10 months old. It has delivered 8.75% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
17.85%
|
11.83%
|
13.51%
|
11.30%
|
9.84%
|
8.75%
|
No, There is no lock in period in Sundaram Global Brand Fund.
The expense ratio of Sundaram Global Brand Fund is 2.13.