Sundaram Global Brand Theme - Equity Active FOF - Direct Plan

AMC: SUNDARAM Moderate Risk

📊 Quick Summary Of This Page

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.28%
Expense Ratio
Mr. Shalav Saket
Fund Manager
IDCW Payout
Plan Type
01 Jan 2013
Launch Date
1%
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 20.42% 2.52%
2 Year Return 56.73% 14.81%
3 Year Return 71.23% 41.29%
4 Year Return 131.96% 54.54%
5 Year Return 163.95% 61.66%
6 Year Return 204.00% 80.31%
7 Year Return 260.43% 90.53%
Expense Ratio 1.28% -
NAV History
Fund Information

AMC: SUNDARAM

Category:

Launch Date: 01 Jan 2013

Fund Manager: Mr. Shalav Saket

Minimum Purchase: ₹100

Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan is managed by SUNDARAM .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Global Brand Theme - Equity Active FOF - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Global Brand Theme - Equity Active FOF - Direct Plan, based on the latest portfolio data.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Global Brand Theme - Equity Active FOF - Direct Plan is , which represents the annual cost charged for managing the fund.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Global Brand Theme - Equity Active FOF - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Global Brand Theme - Equity Active FOF - Direct Plan and making investment decisions.

Yes, Sundaram Global Brand Theme - Equity Active FOF - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Global Brand Theme - Equity Active FOF - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Global Brand Theme - Equity Active FOF - Direct Plan to estimate returns and wealth creation over different time periods.