Sundaram Global Brand Theme - Equity Active FoF Regular-Growth
Equity
International
₹0.55% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹170 Cr
- Created on5 Aug 2007
Fund Ranking
#52
/ 59 in International
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month6.2%
- 1 Year14.1%
- 3 Year (CAGR)18.6%
- All Time (CAGR)9.1%
Category Return
- 6 Month7.3%
- 1 Year23.6%
- 3 Year (CAGR)27.3%
- All Time (CAGR)11.4%
Asset Allocation
- Equity97.8%
- Other2.2%
Top 5 Holdings
Top 5 Sectors
- Others2.44%
- Others-0.21%
- Sundaram Global Brand97.76%
Fund Information
- Expense Ratio2.29%
- Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Pathanjali Srinivasan
March 2024 - Present
Shalav Saket
Dec 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.93 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.40 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.