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you are here: Moneycontrol Mutual Funds International / Global Commodities Sundaram Mutual Fund Sundaram Global Advantage - Direct Plan (G)

Sundaram Global Advantage - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended
Buy
17.436 -0.16 ( -0.92 %)
NAV as on 19 Jun, 2018
Crisil MF Rank
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Not Ranked

The scheme is Not Ranked in International / Global Commodities category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jun 19, 2018)
Period Returns(%) Rank#
1 Month -3.1 38
3 Months -2.0 42
6 Months 3.6 37
1 Year 13.3 31
2 Years 15.0 25
3 Years 5.9 26
5 Years 4.7 23

# Moneycontrol Rank within 55 International / Global Commodities Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.6 - - - -
2017 4.8 3.5 7.8 1.2 20.6
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

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -3.1 -2 3.6 13.3 13.3 15 5.9
Category average -1.7 1.5 5.2 15.3 12.1 5.7 5
Difference of Fund returns and Category returns -1.4 -3.5 -1.6 -2 1.2 9.3 0.9
Best of Category 6 10.4 21.1 35.9 28.4 19 23.1
Worst of Category -13.7 -22.3 -10.7 -7.8 -11 -0.7 -4.6
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct Plan (G) 69.72 31.3 9.7 21.8 32.9 13.2 17.8
Franklin India Feeder - Franklin U.S. Opportunities Fund (G) 453.39 29.6 9.4 21.2 31.7 12.2 16.7
DSP BlackRock World Gold Fund - Regular Plan (G) 182.02 11.2 2.1 -5.1 -7.8 3.3 0.9
DSP BlackRock World Gold Fund - Direct Plan (G) 35.11 11.5 2.2 -4.8 -7.3 3.8 1.4
DSP BlackRock US Flexible Equity Fund - Direct Plan (G) 81.98 24.8 6.8 8.1 21.7 12.0 14.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
FIL Investment Management Luxembourg SA - Fidelity-Asia Focus -A USD 6.17 25.70
D B Tracker EM Asia 5.70 23.75
Templeton Asia GR FD PR SH CL A(YDIS)USD 3.42 14.24
Morgan Stanley Inv Mgt - Morgan Stanley SICAV- Global Property Fund Class I 2.04 8.48
D B Tracker LATAM 1.69 7.04
First State Global Resources FD CL A GBP 1.61 6.70
Nevsky Eastern European 1.36 5.66
Parvest Equity Latin America - 0.00
Asset Allocation (%) As on May 31, 2018
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 91.57
Money Market 0.00
Cash / Call 8.43
Sector Allocation (%) As on May 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2018
Holdings %
Top 5 79.21
Top 10 91.57
Sectors %
Top 3 0
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