Sundaram Global Brand Fund - Growth - Direct Plan

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  • (-0.5%)Nav, as on 27-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Global Brand Fund Direct Plan - Growth -63.91 -4.27 6.12 10.94 16.69 7.83
MSCI AC World Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Global Brand Fund Direct Plan - Growth Jan 08, 2013 6.12 10.94 16.69 1.18 121.09
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth Nov 29, 2018 20.52 17.38 25.48 0.24 5,529.07
Franklin India Feeder - Franklin US Opportunities Fund - Direct - Growth Jan 01, 2013 2.40 8.64 17.11 0.63 3,892.23
Edelweiss US Technology Equity Fund of Fund- Direct Plan- Growth Mar 05, 2020 4.21 12.28 22.64 1.46 2,816.32
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Jan 02, 2013 22.00 1.23 6.46 1.42 1,901.23
PGIM India Global Equity Opportunities Fund - Direct Plan - Growth Jan 01, 2013 -3.42 7.15 15.64 1.44 1,407.82

Fund Holdings as on 28-February-2025

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

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  • Miscellaneous

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Fund Manager

  • Cash

  • MFU

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About Sundaram Global Brand Fund

Scheme Analysis

Sundaram Global Brand Fund is a FoFs (Overseas) fund and belongs to Sundaram Mutual Fund. It was launched on 08-Jan-2013 and currently has an AUM of ₹121.09 crore. Sundaram Global Brand Fund is benchmarked against MSCI AC World Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Global Brand Fund ended down ₹-0.18(-0.5%)yesterday to ₹35.2729.

Among its top 3 holdings the fund has exposure to Sundaram Global Brand Fund - Master Class, TREPS and Cash and Other Net Current Assets

The Sundaram Global Brand Fund is managed by Patanjali Srinivasan .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156