Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y returns in the top 25% of the category. ![]() Lower expense ratio. ![]() Larger AUM within category. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | 5/18 | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 12 Years | 6 Years | ||
Fund Size | 121 Cr | 5529 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.31% | 0.82% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | MSCI ACWI NR LCL | NASDAQ 100 TR USD |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | 21.39 | 32.62 | ||
P/B | 3.71 | 7.67 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -7.46% | -2.15% | ||
3-Month Return | -1.99% | -15.26% | ||
6-Month Return | 1.23% | 8.85% | ||
1-Year Return | 3.92% | 19.17% | ||
3-Year Return | 10.15% | 17.55% | ||
5-Year Return | 15.83% | 25.47% |
Sharpe | 0.28 | 0.55 | ||
Alpha | - | 4.57 | ||
Beta | - | 0.89 | ||
Standard Deviation | 16.12 | 23.88 | ||
Information Ratio | - | 0.23 |
Description | Sundaram Global Brand Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | - | Swapnil Mayekar |