Sundaram Global Brand Theme - Equity Active FoF Direct-Growth
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Equity, International, Principal at very high risk
1 Year Return 25.4% at 22 Dec 2025 06:23 PM
Fund Details
NAV 43.8226
Sub-Type International
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 148.87
Fund Performance
1 Month 5.4%
3 Month 6.61%
6 Month 18.49%
1 Year 25.4%
3 Year 23.07%
5 Year 14.35%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Zero Coupon Bonds 1.09 Bonds/NCDs 0.94 GOI Securities 7.62 Debt Credit Ratings AAA 81.24 SOV 11.93 Cash & Call Money 3.21 A1+ 2.48 AA+ 0.84 Debt Category Kotak Mahindra Bank 0.41 Bharat Sanchar 0.52 Citicorp Finance 0.67 REC 9.88
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.49%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Pathanjali Srinivasan
Education Mr. Srinivasan has done B.Com and CA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 33
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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