Sundaram Global Brand Fund

AnAn open-ended Fund of Fund Scheme investing in Sundaram Global Brand Fund, Singapore as a Feeder Fund.

(Principal Global Opportunities Fund has merged into Sundaram Global Brand Fund)

Sundaram Gloabl Brand Fund

About This Fund

  • Feeder fund investing 0-95% of the portfolio in Sundaram Global Brand Fund (Singapore) - a fund that invests in leading global equities across the world
  • First-of-its-kind fund that gives domestic investors the opportunity to benefit from the growth of international equities

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

Crores

Risk Metric

Performance

of ₹

for

Total Investment of would have become


Product Features

  • Feeder fund investing 0-95% of the portfolio in Sundaram Global Brand Fund (Singapore) - a fund that invests in leading global equities across the world
  • First-of-its-kind fund that gives domestic investors the opportunity to benefit from the growth of international equities

Ideal For

  • Investors who seek to diversify their portfolio with exposure to leading global equities
  • Investors who have a long term investment horizon
  • Long term capital growth
  • Investment in overseas equities of companies with global brands

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund - Master Class, Singapore as a feeder fund.

Benchmark Index

Tier I:
Tier II:

Month End AuM

Cr

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

  • If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
    • If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
    • If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged
    • For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil
Performance invested
Period Fund
(%)
TIER I
(%)
Additional Benchmark
(%)
Fund
(₹)
TIER I
(₹)
Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Market Capitalization

Current Asset Allocation

Portfolio data as on

Fund Managers

Product Label

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