SUSundaram MFIDCW

Sundaram Global Advantage - Dividend Payout

internationalFoFs (Overseas)Benchmark: MSCI Emerging Market Index
NAV · 10 Dec 2021₹22.65+1.01%
AUM₹174 Crfrom this fund's primary plan
Expense Ratio0.97%
CAGR
Exit Load1% on or before 12M
Min SIP
Launched2007

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.

Fund Mandate

Domestic MMI0%–15%
Unit of mutual funds & ETF listed on overseas stock exchanges85%–100%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
0.97%
₹5,000
1% on or before 12M
Nil
Inception22 Aug 2007
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram Global Advantage - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+1.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.97%
1% on or before 12M
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme