Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | |||
Cons | ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | - | |||
Category,Subcateogry | Equity,Global - Other | |||
Fund Age | 12 Years | |||
Fund Size | 121 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹100 | |||
Expense Ratio | 0.31% | |||
Exit Load | 1% | |||
Benchmark Index | MSCI ACWI NR LCL |
No of Holdings | - | |||
Top 5 Holdings | - | |||
No of Sectors | - | |||
Top 3 Sectors | - | |||
Equity % | - | |||
Debt % | - | |||
P/E | 21.39 | |||
P/B | 3.71 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | -7.46% | |||
3-Month Return | -1.99% | |||
6-Month Return | 1.23% | |||
1-Year Return | 3.92% | |||
3-Year Return | 10.15% | |||
5-Year Return | 15.83% |
Sharpe | 0.28 | |||
Alpha | - | |||
Beta | - | |||
Standard Deviation | 16.12 | |||
Information Ratio | - |
Description | Sundaram Global Brand Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | - |