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Sundaram Global Brand Fund

Sundaram Global Brand Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.76

as on 30 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,867 today.

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NAV Performance

Sundaram Global Brand Fund performance graph for last 3 years
Performance of Sundaram Global Brand Fund for last 3 Years

Fund Information

  • ₹ 23.488

    as on 30 Jan 2023
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 96 Cr.

    as on 31 Dec 2021
  • 2.28%

  • 22 Aug 2007

  • Equity - International Funds

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Global Brand Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Global Brand Fund is an Open-ended Equity Fund. The fund belongs to International Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 22 Aug 2007. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 23.488 as on 30 Jan 2023.

This fund has 15 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.28%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

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

List of Fund Managers of Sundaram Global Brand Fund

  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
  • About Ratish Varier

    Picture of Ratish Varier

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.58% 23.72% 21.20% 35.43% 21.49% 25.93% 16.54% 15.49% 33.67% 14.30% 15.80% 14.15% 14.09%
Category Average 5.64% 11.10% 4.79% 0.93% 3.50% 8.88% 7.80% 8.29% 9.74% -0.24% 4.23% 6.83% 7.99%
Sundaram Global Brand Fund 6.96%₹ 10,695 9.17%₹ 10,916 4.51%₹ 10,451 -4.74%₹ 9,525 9.75%₹ 12,626 5.16%₹ 11,060 0.86%₹ 24,217 8.76%₹ 12,867 5.62%₹ 39,214 5.94%₹ 13,344 7.61%₹ 72,709 5.45%₹ 17,001 6.93%₹ 1,71,416
Principal Global Opportunities Fund 0.05%₹ 10,005 2.96%₹ 10,295 3.27%₹ 10,327 - - - - - - - - - -
ICICI Prudential Us Bluechip Equity Fund 8.58%₹ 10,857 10.49%₹ 11,049 5.32%₹ 10,531 3.50%₹ 10,350 15.90%₹ 13,012 12.20%₹ 12,593 7.74%₹ 25,965 13.31%₹ 14,552 11.85%₹ 42,989 14.17%₹ 19,404 14.15%₹ 85,555 15.49%₹ 42,230 14.09%₹ 2,50,636
Motilal Oswal Nasdaq 100 Fund Of Fund 6.54%₹ 10,653 2.34%₹ 10,234 -5.63%₹ 9,436 -11.89%₹ 8,811 -3.58%₹ 11,765 -0.08%₹ 9,984 -6.30%₹ 22,439 13.15%₹ 14,491 2.68%₹ 37,512 - - - -
Invesco India Feeder - Invesco Global Equity Income Fund 5.54%₹ 10,554 19.64%₹ 11,964 10.78%₹ 11,077 7.71%₹ 10,771 25.52%₹ 13,608 11.44%₹ 12,425 11.74%₹ 27,005 11.38%₹ 13,819 14.63%₹ 44,760 7.98%₹ 14,679 11.71%₹ 80,556 - -
HSBC Global Consumer Opportunities Fund -2.05%₹ 9,795 3.29%₹ 10,328 13.55%₹ 11,355 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Global Brand Fund as on 01 Feb 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    99.99%

Top Debt Instrument Type holdings of Sundaram Global Brand Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .01 Cr.
Others 99.99% -

Top Debt Holdings of Sundaram Global Brand Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .01 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
MF Units 70.43%
Net Receivables 26.67%
TREPS 1.88%
Reverse Repo 1.01%