Sundaram Global Brand Fund Direct Plan Growth Option
Equity
Direct
Global - Other
NAV: ₹ 31.98 as on 19-04-2024
Fund Performance
57 people have invested ₹ 2.5L in Sundaram Global Brand Fund Direct Plan Growth Option in the last three months
Mutual Fund Insights
In the last 5 years, Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth has given 21.51% return, outperforming this fund by 9.06% per annum.
In the last 3 years, Kotak NASDAQ 100 Fund of Fund Direct Growth has given 11.51% return, outperforming this fund by 3.89% per annum.
In the last 1 year, Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth has given 99.49% return, outperforming this fund by 80.49%.
This fund has one of the lowest expense ratio in the category (global - other). Its expense ratio is 0.4% which is lower than the category average expense ratio of 1.07%.
INDmoney Rank of Sundaram Global Brand Fund Direct Plan Growth Option
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IND ranking is not available for this fund.
Pros
3Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration
Cons
No bad points found for this fund.
About the Sundaram Global Brand Fund Direct Plan Growth Option
Sundaram Global Brand Fund Direct Plan Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Global Brand Fund Direct Plan Growth Option has ₹120 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.4.
Sundaram Global Brand Fund Direct Plan Growth Option Overview
 | 0.4% |
 Benchmark | MSCI ACWI NR LCL |
 | ₹120 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 10.73% |
Sundaram Global Brand Fund Direct Plan Growth Option Distribution as on (31-Dec-69)
Size breakup
Large cap
96.5%
Sector Allocation
Tech
32.1%
Consumer Cyclical
29.3%
Communication
14.6%
Financial Services
12.7%
Consumer Defensive
7.5%
Industrial
3.8%
Top Holdings of Sundaram Global Brand Fund Direct Plan Growth Option as on (31-Mar-24)
Debt Holdings1
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Sundaram Global Brand Master | 98.24% | 0% |
Peer Analysis
Sundaram Global Brand Fund Direct Plan Growth Option Fund Manager
Ashish Aggarwal
Fund Manager of Sundaram Global Brand Fund Direct Plan Growth Option, since 1 January 2022
Top funds managed
Rohit Seksaria
Fund Manager of Sundaram Global Brand Fund Direct Plan Growth Option, since 30 December 2017
Top funds managed
Sundaram Global Brand Fund Direct Plan Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 7.77% since inception which is more than its category average return of 6.33%
Fund Allocations
This fund has an allocation of 98.24% in Equity, 0% in Debt and 1.76% in Cash related instruments
AUM size ₹120 Cr
This fund has AUM of ₹120 Cr which is less than its category average of ₹ 511 Cr
Expense Ratio 0.4%
This fund has an expense ratio of 0.4% which is less than its category average expense ratio of 1.4%
Frequently Asked Questions
The current NAV of Sundaram Global Brand Fund Direct Plan Growth Option is ₹31.98 as on 19-Apr-2024.
Existing (Absolute + CAGR) as on 19-Apr-2024.
Sundaram Global Brand Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -3.14% | -3.14% |
6 Month Returns | 15.06% | 15.06% |
1 Year Returns | 19% | 19% |
3 Years Returns | 24.65% | 7.62% |
5 Years Returns | 79.74% | 12.44% |
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- Input the amount you are looking to invest.
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0.4% as on March 2024
₹120 Cr as on March 2024
Tech(31.51%), Consumer Cyclical(28.8%), Communication(14.36%) as on March 2024
The alpha ratio for the Sundaram Global Brand Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Global Brand Fund Direct Plan Growth Option | - | - | - |
As on March 2024
The alpha for Sundaram Global Brand Fund Direct Plan Growth Option is calculated against MSCI ACWI NR LCL. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Global Brand Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Global Brand Fund Direct Plan Growth Option | - | - | - |
As on March 2024
The Beta for Sundaram Global Brand Fund Direct Plan Growth Option is calculated with MSCI ACWI NR LCL. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Global Brand Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Global Brand Fund Direct Plan Growth Option | 1.26 | 0.42 | 0.59 |
As on March 2024
The sharpe ratio for Sundaram Global Brand Fund Direct Plan Growth Option is calculated with MSCI ACWI NR LCL. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Global Brand Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Global Brand Fund Direct Plan Growth Option | 12.77 | 15.85 | 15.61 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 0.67 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ashish Aggarwal, Rohit Seksaria are the fund managers of Sundaram Global Brand Fund Direct Plan Growth Option
The Exit load of Sundaram Global Brand Fund Direct Plan Growth Option is 1%