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Sundaram Global Advantage - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
15.342 0 (0.00%)

NAV as on 24 May, 2017

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 24 May, 2017)

Period Returns (%) Rank #
1 mth 3.2 30
3 mth 1.1 37
6 mth 8.1 26
1 year 17.5 26
2 year -0.1 38
3 year 1.1 41
5 year - -

# Moneycontrol Rank within 73 International / Global Commodities Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 4.8 - - - -
2016 5.5 4.7 5.5 -1.9 13.7
2015 -0.9 -0.3 -14.6 1.7 -13.7
2014 -3.0 6.2 -2.7 -3.9 -3.4
2013 -1.4 0.7 8.5 -0.3 8.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (International / Global Commodities)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.2 1.1 8.1 17.5 -0.1 1.1 --
Category avg 2.0 0.8 4.8 12.3 2.0 4.0 3.2
Difference of Fund returns and Category returns 1.2 0.3 3.3 5.2 -2.1 -2.9 --
Best of category 6.9 15.7 16.5 49.6 27.6 19.8 21.3
Worst of category -6.1 -15.0 -12.7 -14.8 -8.9 -8.8 -7.3

Investment Info

Investment Objective

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark N.A
Asset Size (Rs cr) 0.63 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

International / Global Commodities Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) FF US Opp. (G) Not Ranked
566.09 2.4 8.3 13.2 11.8 15.5
Franklin (I) FF US Opp. -Direct (G) Not Ranked
71.89 2.7 8.8 14.2 12.8 --
DSP-BR World Gold - Direct (G) Not Ranked
43.32 -10.0 5.9 -4.5 4.9 --
DSP-BR World Gold - RP (G) Not Ranked
286.30 -10.1 5.7 -5.0 4.4 -6.1
DSP BR US Flexible* Eqty-Direct (G) Not Ranked
82.31 -1.8 4.9 15.0 11.6 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 28, 17)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 97.64
Money Market 2.93
Cash / Call -0.56

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Concentration

Holdings (%)
Top 5 80.16
Top 10 97.64
Sector (%)
Top 3 N.A.

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