Download Tax Saving Mutual Fund Application Forms
Invest In Tax Saving Mutual Funds Online
Leave a missed Call on
94 8300 8300
Sundaram World Brand Fund – New Fund Offer
Indian investors can access global companies like Apple, Nestle, Microsoft and HSBC through the series
Warren Buffet was quite fond of companies with highly visible consumer brands such as Coca Cola, Gillette and P&G. And some of the most well-known global brands come from foreign companies listed in the US and Europe. It is quite difficult for Indian investors to buy such overseas stocks directly through their broker.
Now, Sundaram Mutual Fund has flagged off World Brand Fund, a 3-year close end equity fund which will invest in the companies that own the world's leading brands. Companies that own leading consumer brands sell their products across geographies, product categories and target consumers all around the world and so are resilient to market fluctuations. Brands form an integral part of our day to day lives and this fund aims to benefit from their prospects by assessing the sustainable competitive advantage of the companies which own these brands. Investors who aspire to make companies like Google, Nestle, Microsoft, Apple, HSBC a part of their portfolio are targeted by this fund. The fund's investment thesis is that the demand for these aspirational brands will increase with rising urbanisation, especially in emerging markets.
The fund will not only look at each stock's market value but also consider the market share and brand equity of each portfolio company. It is easier for stronger brands to build a competitive moat and sustain pricing power across economic cycles.
The AMC will launch three schemes under this series with durations of between 18 months and 60 months. The first offer opens on November 20 and closes on Dec 2, 2014, with a minimum corpus of R10 crore as target. These are closed ended schemes where the first fund has a three year investment horizon and the second one comes with a five year lock-in period.
While international funds were the flavour a year ago, it is mainly India focussed funds which have been flagged off in the last three months as the Sensex surged to new highs. Seen in this context, the fund's investment strategy is somewhat contrarian. This international fund is being launched after a gap of three months. Investors must however note that overseas exposures carry currency risk. And given that this is a thematic fund and a close end one at that, exposures must be kept to a small proportion of the portfolio.
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
Leave your comment with mail ID and we will answer them
OR
You can write back to us at
PrajnaCapital [at] Gmail [dot] Com
---------------------------------------------
Invest Mutual Funds Online
Download Mutual Fund Application Forms from all AMCs
Download Mutual Any Fund Application Forms
---------------------------------------------
Best Performing Mutual Funds
- Largecap Funds Invest Online
- DSP BlackRock Top 100 Fund
- ICICI Prudential Focused Blue Chip Fund
- Franklin India Bluechip
- ICICI Prudential Top 100 Fund
B. Large and Midcap Funds Invest Online
- ICICI Prudential Dynamic Plan
- HDFC Top 200 Fund
- UTI Dividend Yield Fund
- Birla Sun Life Front Line Equity Fund
- Franklin India Prima
C. Mid and SmallCap Funds Invest Online
- Reliance Equity Opportunities Fund
- DSP BlackRock Small & Midcap Fund
- Sundaram Select Midcap
- IDFC Premier Equity Fund
- Birla Sun Life Dividend Yield Plus
- SBI Emerging Businesses Fund
- HDFC Mid-Cap Opportunities Fund
- ICICI Prudential Discovery Fund
D. Small and MicroCap Funds Invest Online
- DSP BlackRock MicroCap Fund
- Franklin India Smaller Companies
E. Sector Funds Invest Online
- Reliance Banking Fund
- Reliance Banking Fund
- ICICI Prudential Banking and Financial Services Fund
F. Tax Saver Mutual Funds Invest Online
1. ICICI Prudential Tax Plan
2. HDFC Taxsaver
- DSP BlackRock Tax Saver Fund
- Reliance Tax Saver (ELSS) Fund
G. Gold Mutual Funds Invest Online
- Relaince Gold Savings Fund
- ICICI Prudential Regular Gold Savings Fund
- HDFC Gold Fund
- Birla Sun Life Gold
H. International funds Invest Online
1. Birla Sun Life International Equity Plan A
2. DSP BlackRock US Flexible Equity
3. FT India Feeder Franklin US Opportunities
4. ICICI Prudential US Bluechip Equity
5. Motilal Oswal MOSt Shares NASDAQ-100 ETF
Posts
No comments:
Post a Comment