Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option
Equity
Direct
Global - Other
NAV: ₹ 24.5 as on 27-09-2023
Fund Performance
2 people have invested ₹ 1000 in Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option in the last three months
About the Fund
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option is an equity fund. This fund was started on 12 March, 2013. The fund is managed by Rohit Seksaria, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option has ₹118 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 1.3.
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option Overview
 | 1.26% |
 Benchmark | MSCI ACWI NR LCL |
 | ₹118 Cr |
 | 12 March, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 10.73% |
Fund Distribution as on (31-Dec-69)
Sector Allocation
Cash Equivalent
100%
Peer Analysis
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option, since 30 December 2017
Top funds managed
Ashish Aggarwal
Fund Manager of Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option, since 1 January 2022
Top funds managed
Fund 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 6.5% since inception which is more than its category average return of 3.76%
AUM size ₹118 Cr
This fund has AUM of ₹118 Cr which is less than its category average of ₹ 463 Cr
Expense Ratio 1.26%
This fund has an expense ratio of 1.26% 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 Payout Inc Dist cum Cap Wdrl option is ₹24.51 as on 27-Sep-2023.
Existing (Absolute + CAGR) as on 27-Sep-2023.
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option | Absolute Returns | CAGR Returns |
1 Month Returns | -2.58% | -2.58% |
6 Month Returns | 6.11% | 6.11% |
1 Year Returns | 28.12% | 28.12% |
3 Years Returns | 36.4% | 10.9% |
5 Years Returns | 52.62% | 8.82% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.26% as on August 2023
₹118 Cr as on August 2023
The alpha ratio for the Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option | - | - | - |
As on August 2023
The alpha for Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option | - | - | - |
As on August 2023
The Beta for Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl option | 1 | 0.45 | 0.39 |
As on August 2023
The sharpe ratio for Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl option | 17.34 | 16.42 | 15.84 |
As on August 2023
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 0.73 as on August 2023. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Rohit Seksaria, Ashish Aggarwal are the fund managers of Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option
The Exit load of Sundaram Global Brand Fund Direct Plan Payout Inc Dist cum Cap Wdrl option is 1%