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Sundaram Global Brand Theme - Equity Active FoF Direct dividend reinvestment
Equity • Global • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Global
Direct dividend reinvestment
Launched On
12 Mar 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 24 Jun 2026
₹38.5059
+0.1495% (0.10)
AUM
₹162 Cr
Expense ratio
0.14%
Benchmark
MSCI ACWI NR LCL
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Asset split
Equity97.77%
Cash2.23%
What's in this fund?
Sectors
Technology
Consumer Cyclical
Financial Services
Communication Services
Consumer Defensive
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹65,685 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Shalav Saket
Experience: yrs • Total AUM: 4,22,140 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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