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DSP US Specific Equity Omni FOF - 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 Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund	DSP US Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹1089 Cr	₹149 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 Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month	8.43%	4.37%
6 Month	24.56%	17.68%
1 Year	34.06%	22.75%
3 Year	24.41%	22.44%
5 Year	17.35%	12.93%

SIP Return Analysis

Scheme Name	DSP US Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month	8.59%	6.76%
1 Year	46.1%	30.31%
3 Year	27.08%	20.71%
5 Year	20.53%	16.42%

Rolling Lumpsum Returns

Scheme Name	DSP US Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year	14.97%	11.06%
3 Year	13.39%	7.96%
5 Year	14.58%	6.74%

Risk Management

Scheme Name	DSP US Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation	14.66%	12.26%
Sharp	1.04%	1.03%
Beta	0.97%	-
Alpha	-0.41%	-

Fund Managers

Scheme Name	DSP US Specific Equity Omni FOF - 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 Specific Equity Omni FOF - Regular Plan - Growth	Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

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

Sector Allocation

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

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