Sundaram Global Brand Fund Direct Growth

Equity

Sundaram Mutual Fund

Global - Other

Get the latest NAV of Sundaram Global Brand Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹36.19

▲0.9%1D

NAV as on 14 May 2025

8.15%/per year

Since Inception

Absolute Gain%

▲▼

266 people have invested ₹ 3.5L in Sundaram Global Brand Fund Direct Growth in the last three months

Fund Performance

as on (14-May-25)

Period	This Fund	Global - Other Index
1 Month	8.63%	-
3 Months	-4.95%	-
6 Months	6.97%	-
1 Year	10.25%	-
3 Years	17.1%	-
5 Years	15.61%	-

INDmoney Rank

IND ranking is not available for this fund.

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	Inception Returns
Sundaram Global Brand Fund	-	110Cr	1.42%	10.25%	17.1%	8.15%
Motilal Oswal S&P 500 Index Fund Direct Growth	3/18	3,334Cr	0.58%	14.8%	18.75%	18.08%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth	5/18	4,859Cr	0.78%	20.19%	23.19%	22.73%
ICICI Prudential US Bluechip Equity Fund Direct Growth	7/23	2,914Cr	1.25%	3.89%	13.87%	15.86%

See all

Beats FD returns for both 3Y & 5Y duration

No bad points found for this fund.

Sundaram Global Brand Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

₹1L

₹10L

1-time
SIP

Total Investment

Profit

Total Corpus

Absolute Return

▲

▼

Sundaram Global Brand Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 96.3%

Debt & Cash 3.7%

Sundaram Global Brand Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 96.3%

Debt & Cash 3.7%

Tech

32.4%

Consumer Cyclical

24.8%

Communication

15.2%

Financial Services

15%

Consumer Defensive

8.6%

Industrial

Sundaram Global Brand Fund Holdings Details

as on (30-Apr-25)

Debt & Cash

Holdings	Weight%		1M Change
Sundaram Global Brand Master	96.29%		0%

Sundaram Global Brand Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	1.42%
Benchmark	MSCI ACWI NR LCL
AUM	₹110 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹100/₹100
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	25.92%
STCG	If held for less than 24 months - slab rates.
LTCG	If held for more than 24 months - 12.5% without indexation.
Risk	Very High Risk

About Sundaram Global Brand Fund

Sundaram Global Brand Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

Sundaram Global Brand Fund Direct Growth has ₹110 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
The fund has an expense ratio 1.4.

Returns

Sundaram Global Brand Fund Direct Growth has given a CAGR return of 8.15% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.25%, 17.10% and 15.61% respectively.

Holdings

Sundaram Global Brand Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Financial Services, Communication, Consumer Defensive, Industrial. Its top holdings are Sundaram Global Brand Master

Taxation

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram Global Brand Fund Direct Growth

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Global Brand Fund Direct Growth has no lock in period.

Learn more about Sundaram Mutual Fund

More funds from Sundaram

Sundaram Mid Cap - Direct Plan - Growth Option

5Y CAGR

▲ 32.09

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

5Y CAGR

▲ 28.77

Sundaram Infrastructure Advantage Fund Direct Growth

5Y CAGR

▲ 32.75

Sundaram Small Cap Fund - Direct Plan - Growth Option

5Y CAGR

▲ 36.40

Sundaram Consumption Fund Direct Plan - Growth Option

5Y CAGR

▲ 24.42

Compare Sundaram Global Brand Fund

Sundaram Global Brand Fund

Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Frequently Asked Questions for Sundaram Global Brand Fund Direct Growth

What is the current NAV of Sundaram Global Brand Fund Direct Growth?

The current NAV of Sundaram Global Brand Fund Direct Growth is ₹36.19 as on 14-May-2025.

What are the average returns of Sundaram Global Brand Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.

Sundaram Global Brand Fund Direct Growth	Absolute Returns	CAGR Returns
1 Month Returns	8.63%	8.63%
6 Month Returns	6.97%	6.97%
1 Year Returns	10.25%	10.25%
3 Years Returns	60.57%	17.1%

How do I invest in Sundaram Global Brand Fund Direct Growth?

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.

What is the expense ratio of Sundaram Global Brand Fund Direct Growth?

1.42% as on April 2025

What is net assets under management (AUM) of Sundaram Global Brand Fund Direct Growth?

₹110 Cr as on April 2025

What are the top 3 sectors that this Sundaram Global Brand Fund Direct Growth has invested in?

Tech(33.41%), Consumer Cyclical(20.48%), Financial Services(15.5%) as on April 2025

What is the alpha of Sundaram Global Brand Fund Direct Growth?

The alpha ratio for the Sundaram Global Brand Fund Direct Growth for various period is as follows:

Fund Name	Alpha 1 Year	Alpha 3 Years	Alpha 5 Years
Sundaram Global Brand Fund Direct Growth	-	-	-

As on April 2025

The alpha for Sundaram Global Brand Fund Direct Growth 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%.

What is the beta of Sundaram Global Brand Fund Direct Growth??

The Beta ratio for the Sundaram Global Brand Fund Direct Growth for various period is as follows:

Fund Name	Beta 1 Year	Beta 3 Years	Beta 5 Years
Sundaram Global Brand Fund Direct Growth	-	-	-

As on April 2025

The Beta for Sundaram Global Brand Fund Direct Growth 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.

What is the sharpe ratio of Sundaram Global Brand Fund Direct Growth?

The sharpe ratio for the Sundaram Global Brand Fund Direct Growth 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 Growth	0.07	0.42	0.57

As on April 2025

The sharpe ratio for Sundaram Global Brand Fund Direct Growth 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.

What is the standard deviation of Sundaram Global Brand Fund Direct Growth?

The standard deviation for the Sundaram Global Brand Fund Direct Growth 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 Growth	11.41	15.5	14.96

As on April 2025

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.

What is the Sortino ratio of Sundaram Global Brand Fund Direct Growth?

Sortino ratio is 0.65 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the exit load of Sundaram Global Brand Fund Direct Growth?

The Exit load of Sundaram Global Brand Fund Direct Growth is 1%