Sundaram Global Brand Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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Fund of Funds-Overseas NAV 17.6830 -2.19 09 November, 2022

Fund Details

Category Fund of Funds-Overseas
Fund Type Open Ended
Investment Plan Dividend
Launch Date 24 August, 2007
Benchmark MSCI Emerging Markets
Asset Size(Cr) 122.72 (As on 31-03-2023)
Turn over 25%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.08% (As on 31-03-2023)
Fund Manager Rohit Seksaria, Ashish Aggarwal

Investment Returns (As on 09 Nov, 2022)

Duration Returns Benchmark Category
1 W 1.19% 0.33% 0.58%
1 M 0.09% 1.68% -1.3%
3 M 1.02% 2.58% -3.11%
6 M 19.32% 5.48% 12.82%
1 Y 12.56% 7.16% 3.82%
2 Y 1.49% 5.04% -3.64%
3 Y 12.81% 5.69% 10.58%
5 Y 7.66% 8.07% 6.16%

Risk Mesasures (As on 09 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund 11.99 0 -1.63 1.22
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.38%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Global Brand Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 12.56% 12.81% 7.66%

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