Sundaram Global Brand Fund Growth

(Erstwhile Sundaram Global Advantage Fund Growth)

Category: Fund of Funds-Overseas
Launch Date: 24-08-2007
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 2.38% As on (31-07-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 45 Cr As on (31-08-2020)
Turn over: -
NAV as on 16-09-2020

19.9672

0.05 (0.2379%)

CAGR Since Inception

5.41%

S&P BSE India Bond Index 9.62%

PERFORMANCE of Sundaram Global Brand Fund Growth

Scheme Performance (%)

Data as on - 18-09-2020

Yearly Performance (%)

Fund Managers

Rohit Seksaria,Ratish Varier

Investment Objective

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.

RETURNS CALCULATOR for Sundaram Global Brand Fund Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Global Brand Fund Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Global Brand Fund Growth 12.0 - 6.01 0.14 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Sundaram Global Brand Fund Growth

Period
Data as on - 18-09-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Global Brand Fund Growth 24-08-2007 17.27 8.72 7.27 9.31 6.28
PGIM India Global Equity Opportunities Fund - Growth 14-05-2010 55.49 28.11 25.86 14.02 10.62
DSP World Gold Fund - Regular Plan - Growth 14-09-2007 54.02 47.34 19.82 21.73 2.21
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option 26-08-2009 49.84 29.51 20.49 18.31 14.67
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 34.16 18.6 24.29 16.03 0.0
DSP World Mining Fund - Regular Plan - Growth 29-12-2009 26.94 15.18 11.77 15.05 0.54
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option 17-09-2008 22.28 11.35 9.32 9.15 2.71
HSBC Global Emerging Markets Fund - Growth 17-03-2008 18.86 9.31 7.33 10.46 5.8
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 17.05 6.78 14.3 12.41 0.0
Kotak Global Emerging Market Fund - Growth 26-09-2007 16.88 7.5 7.15 7.83 6.97

PORTFOLIO ANALYSIS of Sundaram Global Brand Fund Growth

Asset Allocation (%)