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DSP US Flexible Equity Fund - Regular Plan - Growth
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
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 | ₹130 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 | 3.81% | 3.04% |
| 6 Month | 27.79% | 15.62% |
| 1 Year | 28.29% | 22.31% |
| 3 Year | 22.17% | 20.92% |
| 5 Year | 18.1% | 13.22% |
SIP Return Analysis
| Scheme Name | DSP US Flexible Equity Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 6 Month | 17.98% | 10.22% |
| 1 Year | 43.72% | 25.73% |
| 3 Year | 25% | 18.72% |
| 5 Year | 18.75% | 14.29% |
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 | 15.73% | 14.24% |
| Sharp | 0.78% | 0.83% |
| Beta | 0.94% | - |
| Alpha | -2.70% | - |
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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