NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹32.72
0.16%
NAV as on 16 Dec 24, 12:00 AM
very high risk
global other
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
global other
equity
15.40%p.a.
Last 1Y
7.50%p.a.
Last 3Y
12.78%p.a.
Last 5Y
6.90%p.a.
Since Inception
About Sundaram Global Brand Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Global Brand Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2007, Sundaram Global Brand Fund Growth is Global - Other fund of its category with 114.82 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Sundaram Global Brand Fund Growth delivered 15.4% annual returns during the last year. It has delivered 6.9% average annual returns since the fund was launched.
- Sundaram Global Brand Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.
Top 1 Holdings
Sundaram Global Brand Master
95.92%
Fund Managers
- Rohit Seksaria (Dec 2017 - Present)
- Ashish Aggarwal (Jan 2022 - Present)
- Pathanjali Srinivasan (Apr 2024 - Present)
Key Information
View Scheme Document
Sundaram Global Brand Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Sundaram Global Brand Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Global Brand Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Global Brand Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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