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Sundaram Global Brand Theme - Equity Active FoF

Su

Sundaram Global Brand Theme - Equity Active FoF

InternationalRank #58
Not Rated

NAV (2026-07-13)

42.86

AUM

₹163.43 Cr

Exp. Ratio: 2.29%

RISK LEVEL

Very High

Returns & Performance

1 Year23.24%13.98% vs cat avgRank #54
3 Year16.28%6.66% vs cat avgRank #52
5 Year10.88%1.34% vs cat avgRank #23
Since Launch9.20%--

Fund vs Category Average

1Y
23.24%-13.98%
3Y
16.28%-6.66%
5Y
10.88%-1.34%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.29%)
1Y category rank outside top 15 (#54)
Overall rank #58 in category
ISININF903J01EX1
NAV₹42.86
NAV Date2026-07-13
AUM₹163.43 Cr
Expense Ratio2.29%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Shalav Saket

MBA, B-Tech, CFA

Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

Top Holdings

Holdings data not available for this scheme