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DSP US Flexible Equity Fund - Regular Plan - Growth

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Sundaram Global Brand Theme - Equity Active FOF Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹989 Cr	₹126 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Aug 2012	22 Aug 2007
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	Russell 1000 TRI	BSE India Bond Index
Turn Over	20%	25%
Expense Ratio	2.34	2.31
Manager	Laukik Bagwe	Rohit Seksaria
ISIN Code	INF740K01LP6	INF903J01EX1
Exits Load	Data not available./365	Sundaram Global Brand Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	4.43%	2.68%
6 Month	9.21%	2.75%
1 Year	22.24%	18.37%
3 Year	16.62%	15.51%
5 Year	16.38%	12.57%

SIP Return Analysis

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	18.18%	10.21%
1 Year	38.18%	24%
3 Year	23.05%	18.31%
5 Year	17.6%	13.78%

Rolling Lumpsum Returns

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	14.56%	10.77%
3 Year	13.21%	7.86%
5 Year	14.3%	6.5%

Risk Management

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	15.84%	14.51%
Sharp	0.71%	0.68%
Beta	0.93%	-
Alpha	-1.44%	-

Fund Managers

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name	Laukik Bagwe	Rohit Seksaria
Total AUM	₹12579 Cr	₹0 Cr
Funds Managed	10	15
	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

Sector Allocation

Scheme Name	DSP US Flexible Equity Fund - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Others	100	100

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