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Sundaram Global Advantage (D)

Plan: Regular | Option: Dividend | Type : Open-Ended | AMFI Code: 106369
Fact Sheet Buy
14.519 0.03 ( 0.22 %)
NAV as on 20 Jun, 2018
Crisil MF Rank
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Info

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 20, 2018)
Period Returns(%) Rank#
1 Month -2.9 35
3 Months -2.8 43
6 Months 3.5 34
1 Year 12.9 32
2 Years 13.0 27
3 Years 5.3 42
5 Years 4.7 15

# 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 1.4 - - - -
2017 4.4 3.3 7.6 1.1 19.5
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

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 -2.9 -2.8 3.5 12.9 12.9 13 5.3
Category average -1.9 1.5 5 15.2 12 5.7 5
Difference of Fund returns and Category returns -1 -4.3 -1.5 -2.3 0.9 7.3 0.3
Best of Category 4.2 13.1 20.3 36.6 27.3 18.9 22.8
Worst of Category -16.2 -22.6 -11.6 -7.5 -10.7 -0.8 -4.8
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 The Schemes do not guarantee / indicate any returns.

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 31.1 9.5 21.1 31.2 13.0 18.0
Franklin India Feeder - Franklin U.S. Opportunities Fund (G) 453.39 29.5 9.3 20.6 30.0 12.0 16.9
DSP BlackRock World Gold Fund - Regular Plan (G) 182.02 11.2 2.2 -5.7 -7.5 4.2 1.0
DSP BlackRock World Gold Fund - Direct Plan (G) 35.11 11.5 2.3 -5.5 -7.1 4.7 1.4
DSP BlackRock US Flexible Equity Fund - Direct Plan (G) 81.98 24.7 8.1 7.4 20.9 11.7 14.8
*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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