Sundaram Global Advantage Fund

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Fund Managers

Mr. Rahul Baijal

Fund Manager

Mr. Rahul Baijal

Sundaram Global Advantage Fund

Description:

This is a Fund of Fund play on global asset classes i.e. emerging market equity, real estate and commodities. The fund is actively managed and looks at various asset classes to generate growth across the world. Active bets are taken within asset classes. The approach is to go overweight or underweight to the Neutral portfolio which consists of 70% allocation to EM Equity, 15% to real estate and 15% to commodities.

Suitability:
  • Suitable for investors who wish to achieve capital appreciation by investing in units of overseas mutual funds and ETFs
Fund Features:
  • Actively managed 100% global markets fund with a multi manager portfolio
  • Allocation across global emerging equities, commodities and real estate
  • Active bets within each asset class based on outlook
  • Complementary strategies to lower volatility and fund manager risk
  • Can go between 60-100% emerging markets equity, 0-40% real estate and 0-40% commodities
Investment Returns:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

 
High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment in units of overseas mutual funds & ETFs

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

Past performance may or may not be sustained in future.

Fund Facts

Inception September, 2007
Scheme Type Thematic Overseas Investment
Benchmark MSCI EM Index
Fund Manager S. Krishna Kumar and Rohit Seksaria
Investment Objective To achieve capital appreciation by investing in units of overseas mutual funds and ETFs.
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest; Sweep
Min. Initial Investment 500
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment