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Sundaram Global Brand Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.36 | — | 1.01 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.11 | 4.21 | 0.64 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About FoFs (Overseas)
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Peers & Comparison
OtherFoFs (Overseas)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Global Brand Fund(IDCW) | 14.56% | 8.29% | 7.15% |
| Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW) | 32.29% | 8.52% | 18.00% |
| SBI International Access-US Equity FoF(IDCW-Payout) | 25.14% | 12.08% | 15.59% |
| DSP Global Innovation FoF(IDCW Reinvst) | 23.37% | — | 15.64% |
Price Comparison
Compare Sundaram Global Brand Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- Sundaram Global Brand Fund - Master Class3M change : -0.94 %
Holdings
95.92 %
-0.94 % - TREPS3M change : 0.95 %
Holdings
4.39 %
0.95 % - Cash and Other Net Current Assets3M change : -0.01 %
Holdings
-0.31 %
-0.01 %
AMC Profile
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,446.77 Cr.
Fund Manager Profile
Patanjali Srinivasan
AUM: ₹6,124.30 Cr.
|
Exp: 3yrs
Qualification
CA,B.com
Past Experience
More than three years of experience in Equity Research
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%