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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	5.07%	5.33%
6 Month	23.21%	17.97%
1 Year	33.63%	24.3%
3 Year	23.77%	21.92%
5 Year	17.22%	12.8%

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	10.19%	8.17%
1 Year	47.78%	32.67%
3 Year	26.84%	20.74%
5 Year	20.36%	16.38%

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	13.78%	15.74%
Sharp	0.41%	0.15%
Beta	-	-
Alpha	-	-

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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