Sundaram Global Brand Fund Direct Plan Growth Option

Sundaram Global Brand Fund Direct Plan Growth Option

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Equity
Direct
Global - Other
NAV: ₹ 33.15 as on 09-04-2024
Fund Performance
zero opening, trading, fund transfer fee
57 people have invested ₹ 2.5L in Sundaram Global Brand Fund Direct Plan Growth Option in the last three months

Mutual Fund Insights

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In the last 5 years, Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth has given 23.44% return, outperforming this fund by 10.24% per annum.
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In the last 1 year, Mirae Asset NYSE FANG+ ETF Fund of Fund Direct Growth has given 100.88% return, outperforming this fund by 75.37%.
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In the last 3 years, Kotak NASDAQ 100 Fund of Fund Direct Growth has given 13.69% return, outperforming this fund by 4.5% per annum.

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

  1. Sundaram Global Brand Fund Direct Plan Growth Option has ₹119 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 1.3.

Sundaram Global Brand Fund Direct Plan Growth Option Overview

Expense ratio
Expense ratio
1.33%
Benchmark
Benchmark
MSCI ACWI NR LCL
AUM
AUM
₹119 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
10.73%

Sundaram Global Brand Fund Direct Plan Growth Option Distribution as on (31-Dec-69)

  • Equity 98.2%

  • Debt & Cash 1.8%

Size breakup

Large cap
98.2%
Sector Allocation

Mar'24

Feb'24

Jan'24

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 & Cash

Debt Holdings1
Holdings
Weight%
1M Change
Sundaram Global Brand Master
Sundaram Global Brand Master
98.24%
0%

Sundaram Global Brand Fund Direct Plan Growth Option Fund Manager

Ashish Aggarwal
Ashish Aggarwal
Fund Manager of Sundaram Global Brand Fund Direct Plan Growth Option, since 1 January 2022
Rohit Seksaria
Rohit Seksaria
Fund Manager of Sundaram Global Brand Fund Direct Plan Growth Option, since 30 December 2017

Sundaram Global Brand Fund Direct Plan Growth Option Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 8.14% since inception which is more than its category average return of 7.28%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.24% in Equity, 0% in Debt and 1.76% in Cash related instruments
AUM size ₹119 Cr

AUM size ₹119 Cr

This fund has AUM of ₹119 Cr which is less than its category average of ₹ 493 Cr
Expense Ratio 1.33%

Expense Ratio 1.33%

This fund has an expense ratio of 1.33% which is less than its category average expense ratio of 1.44%

Frequently Asked Questions

The current NAV of Sundaram Global Brand Fund Direct Plan Growth Option is ₹33.15 as on 09-Apr-2024.
Existing (Absolute + CAGR) as on 09-Apr-2024.
Sundaram Global Brand Fund Direct Plan Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
1.68%
1.68%
6 Month Returns
18.75%
18.75%
1 Year Returns
25.5%
25.5%
3 Years Returns
30.19%
9.19%
5 Years Returns
85.91%
13.2%
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1.33% as on March 2024
₹119 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%