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Sundaram Global Advantage (D)

PLAN: Regular OPTIONS: Dividend
14.274 0.03 (0.20%)

NAV as on 17 Oct, 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 Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 17 Oct, 2017)

Period Returns (%) Rank #
1 mth 2.9 33
3 mth 7.3 25
6 mth 15.1 16
1 year 19.3 32
2 year - 53
3 year - 42
5 year - 15

# Moneycontrol Rank within 73 International / Global Commodities Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 4.4 3.3 7.6 - -
2016 5.3 4.6 5.4 -2.0 13.1
2015 -1.0 -0.4 -14.7 1.4 -14.1
2014 -3.0 6.1 -2.8 -11.0 -10.8
2013 -0.1 -6.9 8.4 -0.4 0.7
2012 7.1 0.5 1.3 7.3 18.7

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 2.9 7.3 15.1 19.3 -- -- --
Category avg 2.2 5.8 9.5 14.9 9.6 6.1 4.2
Difference of Fund returns and Category returns 0.7 1.5 5.6 4.4 -- -- --
Best of category 6.9 15.7 29.6 49.6 32.3 17.2 22.2
Worst of category -6.1 -6.8 -12.7 -14.8 -3.0 -2.4 -10.2

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 The Schemes do not guarantee / indicate any returns.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 31, 2007
Benchmark N.A
Asset Size (Rs cr) 0.46 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Nov-28-2014)
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
476.73 4.9 12.4 18.4 12.1 16.8
DSP-BR World Gold - RP (G) Not Ranked
247.57 3.5 -7.9 -5.2 5.0 -8.4
DSP-BR World Gold - Direct (G) Not Ranked
43.67 3.6 -7.7 -4.7 5.5 --
DSP BR US Flexible* Equity Fund (G) Not Ranked
82.52 5.9 12.2 21.7 12.5 15.7
DSP BR US Flexible* Eqty-Direct (G) Not Ranked
92.25 6.1 12.6 22.6 13.3 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Aug 31, 17)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 93.57
Money Market 8.13
Cash / Call -1.70

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Concentration

Holdings (%)
Top 5 79.94
Top 10 93.57
Sector (%)
Top 3 N.A.

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