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Sundaram Global Brand Fund - Direct Plan

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• Investment in units of overseas mutual funds & ETFs

Fund Info

Scheme Class	Equity
Scheme Category	Global - Other
Expense Ratio	1.36%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 113
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 100

Benchmark Type

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential US Bluechip Equity Fund - Direct Plan	1000	1000	12.48%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan	1000	1000	18.6%
Franklin Asian Equity Fund - Direct Plan	1000	1000	6.47%
DSP World Mining Fund of Fund - Direct Plan	1000	1000	2.79%

Top 10 Holdings

Company	Holding Type	Asset(%)
Sundaram Global Brand Master	Mutual Fund - Open End	96
Cash And Other Net Current Assets	Cash	3
Treps	Cash - Repurchase Agreement	1

Asset Allocation(%)

Asset	Percent
Mutual Fund - Open End	96
Cash	3
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Mutual Fund - Open End	96
Cash	3
Cash - Repurchase Agreement	1

Fund Manager

Rohit Seksaria

6+ years of experience

Ashish Aggarwal

2+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m