Sundaram Global Brand Fund – Direct-Growth: Key Insights, Returns, Risks, and More

Spreading investments across different sectors and market capitalization domestically has been a great weapon for tackling investment risks, but one can take diversification to a different level by adding international stocks or funds to one’s portfolio. This Sundaram Global Brand Fund Direct-Growth does the same as it invests in different foreign stocks and assets.

This article will revolve around this fund and we will discuss its key insights, returns, risks, and all other aspects that any investor interested in investing in this fund should understand. 

Fund Management and Objectives

Sundaram Global Brand Fund Direct-Growth was launched on 27 August 2007. This scheme’s investment objective is to invest in international stocks, and emerging markets, and implement different investment styles, and techniques to pursue exceptional diversification in the fund’s portfolio and offer a medium-term return for the investors. 

Sundaram Global Brand Fund Direct-Growth is managed by – 

• Mr. Rohit Seksaria: This Global Brand Fund of Sundaram has been managed by Mr. Rohit Seksaria who joined the AMC in January 2017. With a rich 20 years of experience in the field of equity research and fund management, he has been churning out consistent returns for the fund’s investors. He was associated with multiple AMCs during this 20-year tenure and has worked in different countries such as Singapore, Hong Kong, and others. He is an MBA, a Company Secretary, and a Chartered Accountant as well. 

Excited about investing in the Sundaram Global Brand Fund? Open a free Demat account today!

How Does the Sundaram Global Brand Fund Work?

The Sundaram Global Brand Fund invests in different stocks of foreign companies, it invests in international stocks, with different investment styles to explore the different aspects of the investments and make the most of them. The fund explores emerging markets and funds operating in them. 

As the fund invests across different markets globally, which are not highly correlated, when one market becomes sluggish, the positive return from the other market’s funds/ investments balances the fund’s return and helps the investors earn better returns while risks get mitigated to a great extent. 

Performance and Returns (As of 21 Feb 2025) 

Sundaram Global Brand Fund Direct-Growth has been performing consistently; however, the returns fall short of the MSCI ACWI TRI Index’s return. 

Here is a snapshot of the returns in details- 

Time Frame	Sundaram Global Brand Fund Direct-Growth (%)	MSCI ACWI TRI (%)
Since Inception	9.08	14.38
1 Year	17.67	23.95
3 Year	14.24	15.52
5 Year	17.10	17.68

Investment Allocation (As of 31 Jan 2025)

The Sundaram Global Brand Fund-Growth has invested in the following manner – 

• Mutual Fund Units – 95.92%
• TREPS – 4.7%
• Cash and Cash Equivalent – -0.62%

Sector-wise Asset Allocation

• Communication services – 14.4%
• Consumer discretionary – 25.1%
• Consumer staples – 8.3%
• Financials – 15%
• Industrials – 4.2%
• Information Technology – 28%

Key Metrics 

As of 31 January 2024, the fund has an expense ratio of 1.18%. 

Fund Details	Information
AUM (Assets Under Management)	₹118 Crore as of 31 January 2025
Category	Equity Fund, open-ended
Fund Manager	Rohit Seksaria
Exit Load	1% on units above 25% of investments redeemed within 365 days of investment
Entry Load	Nil
Minimum Investment	₹100(Lump sum)₹100 (SIP)
Benchmark	MSCI ACWI (TRI)

The Sundaram Global Brand Fund NAV as of 24 February 2025 stood at ₹37.3667. 

Risk and Performance of the Sundaram Global Brand Fund (31 Jan 2025)

This fund is classified as a ‘Very High Risk’ fund, which indicates that the fund has the potential for higher returns but there will be high volatility as well. 

1. Standard Deviation (Std Dev %): It shows how much the returns vary from the average returns generated by the funds themselves. The higher this number, the more it fluctuates. The Standard deviation of the fund is around 15.32%. 
2. Sharpe Ratio: This ratio indicates the return you get for the risk you’re taking. A higher number means better risk-adjusted returns. Currently, this fund has a Sharpe ratio of 0.46%, 
3. Sortino Ratio: It is similar to Sharpe but only looks at downside risk (the risk of losing money). The fund has a Sortino ratio of 0.73%. 

Taxation for Sundaram Global Brand Fund 

If you’re investing in the Sundaram Global Brand Fund, here’s how your returns will be taxed:

1. Short-Term Gains – If you sell the fund units within 1 year of the date of investment, a 20% tax will be levied on the entire return generated during the period. 
2. Long-Term Gains – If you sell the fund units after one year, any profit generated over and above ₹ 1.25 lakh will be taxable at a 12.5% rate. The same rate will be applicable for any investment tenure above 1 year. 

So, the longer you hold your investments, the better returns you can expect and the lesser effect of taxes!

3. Taxes on Dividends – Dividends earned if any will be taxable at the hands of investors as per their tax slabs. If the dividend income surpasses Rs. 5000 in a financial year, then the fund house will deduct 10% TDS before disbursing the dividend into the account of the investor. 

Minimum Investment and Lock-in Period

The minimum investment amount in the Sundaram Global Brand Fund is ₹100 for a lump sum and SIP is ₹100. There is no lock-in period for the Sundaram Global Brand Fund Direct-Growth.

Invest in the Sundaram Global Brand Fund — SIP or lump sum at zero brokerage!

How to Invest in Sundaram Global Brand Fund Direct?

You can invest in the Sundaram Global Brand Fund – Direct Growth plan with Shoonya. 

Shoonya offers a free Demat account,  Zero brokerage trading, advanced trading tools, 100+ technical indicators, and much more!

Investing in Lump Sum Mutual Funds through the Shoonya Web Platform

Here’s a quick guide on how to invest in lump sum mutual funds through the Shoonya web platform:

1. First, you must log in to your Shoonya account at trade.shoonya.com. From the “Orders” section, click on “MF order.”
2. Search for the fund you wish to invest in; in this case, the Sundaram Global Brand Fund – Direct Growth plan.
3. Choose “Fresh” for a new investment and enter the amount you want to invest.
4. You can complete your purchase by clicking the “Purchase” button.
5. You will receive a payment link on your registered email. Use the link to make the payment.

After payment, your mutual fund units will be allotted to your Demat account within T+2 days.

Note: You can only make the payment using the bank account registered with your Demat account.

Setting Up an SIP for Mutual Funds

If you prefer a Systematic Investment Plan (SIP) for Sundaram Global Brand Fund Direct Plan-Growth plan, you must follow these steps:

1. First, you need to log in to your Shoonya account at trade.shoonya.com. Go to “Orders” and click on “XSIP.”
2. Find the mutual fund for which you want to set up an SIP. In this case, the Sundaram Global Brand Fund – Direct-Growth plan.
3. If this is your first SIP with Shoonya, you need to create a Mandate ID. 

For that, you must enter the mandate amount and the validity date (until you want to keep your SIP active).

4. You must submit the details, and you’ll receive a Mandate authentication link via email. Approval generally takes 24 hours.

Once your Mandate is approved, you can follow these steps to set up your SIP:

1. Go to “XSIP,” enter the SIP amount, and select “Fresh” as the transaction type.
2. Choose the date when the SIP will be debited directly from your registered bank.
3. The approved Mandate ID will auto-reflect.
4. Choose “Monthly” for monthly debits and specify the number of installments (e.g., 24 installments for a 2-year SIP).

The SIP method is most suitable for those who do not want to forget their SIPs and invest systematically. 

Why Invest in the Sundaram Global Brand Fund?

The reasons for investing in the Sundaram Global Brand Fund Direct-Growth can be the fund’s – 

• A diversified portfolio that spreads the investment across sectors of different emerging markets
• The fund has been consistently performing well since its inception
• Helps in capital accumulation 

Suitability of this Fund| Who Should Invest?

The Sundaram Global Brand Fund Direct is suitable for investors who:

• Interested in investing in global companies 
• Looking for long-term capital appreciation 
• Can stay invested for at least five years 
• Can tolerate several ups and downs during the investment tenure

Conclusion

With the help of digitalization, investing in foreign companies and funds is becoming easier and one of the best ways would be via a mutual fund like Sundaram Global Brand Fund which invests across emerging markets’ different sectors and companies, mitigating risk and optimizing returns. However, before investing check the risk factors as well and also compare and analyze the returns of the past years. 

Sundaram Global Brand Fund Direct-Growth Plan | FAQs

Source: ValueResearch

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Disclaimer: Investments in the securities market are subject to market risks; read all the related documents carefully before investing.