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Sundaram Global Brand Fund

Growth
OtherFoFs (Overseas)
Small-size FundAssets Under Mgmt: ₹ 112 Cr
Very High RiskPrinciple investment will be at very high risk
34.181.16% (+0.39)

Price Chart

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Returns
0.00%
1M
6M
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5Y
Max
SIP
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1M
6M
1Y
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Max
SIP

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OtherFoFs (Overseas)
Small-size FundAssets Under Mgmt: ₹ 112 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.361.42
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.113.681.37

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
MSCI AC World Index

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

Comparing 3 mutual funds from 
OtherFoFs (Overseas)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Global Brand Fund19.32%7.63%7.80%
Motilal Oswal Nasdaq 100 FOF42.48%13.95%24.78%
Franklin India Feeder - Franklin U.S. Opportunities Fund43.66%7.23%18.13%
Kotak NASDAQ 100 FoF39.10%14.36%16.99%

Price Comparison

Compare Sundaram Global Brand Fund with any MF, ETF, stock or index
Compare Sundaram Global Brand Fund with any MF, ETF, stock or index
Sundaram Global Brand Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsMutual Funds1.49%98.51%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers1.79 %98.21 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2498.52%97.04%96.20%97.52%97.92%98.21%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • Sundaram Global Brand Fund - Master Class
    3M change : 2.39 %

    Holdings

    98.51 %

    2.39 %
  • TREPS
    3M change : 0.61 %

    Holdings

    1.79 %

    0.61 %
  • Cash and Other Net Current Assets
    3M change : -3.01 %

    Holdings

    -0.30 %

    -3.01 %

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

    ₹ 68,686.83 Cr.

Fund Manager Profile

Patanjali Srinivasan

AUM:  ₹6,109.95 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 3yrs

Qualification

CA,B.com

Past Experience

More than three years of experience in Equity Research

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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