Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is an equity fund. This fund was started on 12 March, 2013. The fund is managed by Ashish Aggarwal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.4% |
Benchmark | MSCI ACWI NR LCL |
AUM | ₹120 Cr |
Inception Date | 12 March, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 10.73% |
Size breakup
Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | Absolute Returns | CAGR Returns |
1 Month Returns | -2.17% | -2.17% |
6 Month Returns | 18.11% | 18.11% |
1 Year Returns | 20.81% | 20.81% |
3 Years Returns | 26.6% | 8.18% |
5 Years Returns | 81.34% | 12.64% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 1.26 | 0.42 | 0.59 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Global Brand Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 12.77 | 15.85 | 15.61 |