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Sundaram Global Brand Fund Unrated
(Erstwhile Sundaram Global Advantage)

Value Research
-0.07%
Change from previous, NAV as on Nov 20, 2019
Category: Equity: International
Assets: R 22 crore (As on Oct 31, 2019)
Expense: 0.97% (As on Oct 31, 2019)
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Basic Details
Fund House: Sundaram Mutual Fund
Launch Date: Aug 24, 2007
Benchmark: Dow Jones Industrial Average
Riskometer: High
Risk Grade: -
Return Grade: -
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 4.80%
Minimum Investment (R) 100
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 100
Minimum No of Cheques 20
Minimum Withdrawal (R) 100
Minimum Balance (R) 1
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund* 15.59 3.90 7.68 12.59 9.10 3.67 5.55
Dow Jones Industrial Average 19.26 3.93 7.16 13.71 13.79 9.44 10.42
As on Nov 21, 2019
*As on Nov 20, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Sundaram Global Brand Fund Unrated Aug-2007 12.59 9.10 3.67 0.97 22
Aditya Birla Sun Life International Equity Fund - Plan A Unrated Oct-2007 14.70 13.36 7.79 2.63 73
DSP World Gold Fund - Regular Plan Unrated Sep-2007 30.85 4.21 5.86 2.34 328
Kotak Global Emerging Market Regular Plan Unrated Sep-2007 13.16 8.57 3.16 1.18 33
PGIM India Euro Equity Fund Unrated Sep-2007 9.09 9.07 3.99 1.28 3
Portfolio
Portfolio Aggregates
The underlying data is not available.
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Fidelity South East Asia - - - - 29.54
  DB Tracker Emerging Markets Asia - - - - 25.84
  Templeton Asian Growth Fund - - - - 15.47
  DB Tracker Latin America - - - - 9.18
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Oct 31, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Nov 28, 2014 1.0000   More...
    May 31, 2013 1.2159    
News and Analysis
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: Karvy Fintech 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