Overview ( as on 13/11/25 )

NAV
₹38.9
Last change
₹-0.36 -0.01%
Fund Size (AUM)
145.02 Cr
Performance
13.03% (5Y)

Fund Details

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Sundaram Global Brand Theme - Equity Active FoF Growth
as of 13/11/25
AUM

145.02 Cr

Expense Ratio

2.38 %

Benchmark

MSCI ACWI NR LCL

ISIN

INF903J01EX1

Fund Manager

Pathanjali Srinivasan

Exit Load

1.0% if redeemed within 0-365 days

0% if redeemed after 365 days


Fund Performance 1Y 3Y 5Y
Sundaram Global Brand Theme - Equity Active FoF Growth 24.99% 21.74% 13.03%
MSCI ACWI NR LCL - - -

Top 10 Holdings

Sundaram Global Brand Master

97.4%

Sector Allocation

Technology

36.26%

Consumer Cyclical

21.04%

Financial

14.88%

Communication Services

13.37%

Consumer Defensive

9.73%

Industrials

4.72%

Asset Allocation

  • 97%

    Equity
  • 3%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

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Minimum SIP
1000
Minimum Lumpsum
5000
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