Sundaram Global Brand Theme - Equity Active FoF Direct growth

Equity • Global • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Global

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 23 Sep 2025
₹41.49
+0.5435% (0.30)
AUM
₹126 Cr
Expense ratio
1.49%
Benchmark
MSCI ACWI NR LCL
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

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%

What's in this fund?

Sectors
Technology

Technology

34.81%
Consumer Cyclical

Consumer Cyclical

21.13%
Financial Services

Financial Services

15.49%
Communication Services

Communication Services

13.81%
Consumer Defensive

Consumer Defensive

10.08%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹61,504 Cr • Rank #21
Sundaram 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

Pathanjali Srinivasan

Experience: 1.23 yrs • Total AUM: 50,213 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'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.