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 | 111 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹100 | |||
Expense Ratio | 1.18% | |||
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 | 19.76 | |||
P/B | 3.37 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | -6.73% | |||
3-Month Return | -10.79% | |||
6-Month Return | -2.23% | |||
1-Year Return | 2.61% | |||
3-Year Return | 10.55% | |||
5-Year Return | 13.11% |
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 | - |