Overview ( as on 23/12/25 )

NAV
₹32.36
Last change
₹0.06 +0.0%
Fund Size (AUM)
148.87 Cr
Performance
12.82% (5Y)

Fund Details

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Sundaram Glbl Brnd Thm Eq Actv FoFIDCW-P
as of 23/12/25
AUM

148.87 Cr

Expense Ratio

2.38 %

Benchmark

MSCI ACWI NR LCL

ISIN

INF903J01EY9

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 Glbl Brnd Thm Eq Actv FoFIDCW-P 23.38% 22.28% 12.82%
MSCI ACWI NR LCL - - -

Top 10 Holdings

Sundaram Global Brand Master

97.55%

Sector Allocation

Technology

35.11%

Consumer Cyclical

21.1%

Financial

15.34%

Communication Services

13.6%

Consumer Defensive

10.2%

Industrials

4.64%

Asset Allocation

  • 98%

    Equity
  • 2%

    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
100.0
Minimum Lumpsum
1000
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