Sundaram Global Brand Theme - Equity Active FoF Regular-IDCW Payout

Sundaram Global Brand Theme - Equity Active FoF Regular-IDCW Payout: Mutual Fund Overview

Sundaram Global Brand Theme - Equity Active FoF Regular-IDCW Payout is an International mutual fund with over 18.55 years of performance history. The scheme manages an AUM of ₹157.44 Cr and has a NAV of ₹31.7307. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 19.36%.

Equity, International, Principal at very high risk

1 Year Return 19.36% at 12 Mar 2026 07:50 PM

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Fund Details

NAV 31.7307

Sub-Type International

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 18.55

Fund Size(in Crores) 157.44

Fund Performance

1 Month -2.61%

3 Month -1.31%

6 Month 6.76%

1 Year 19.36%

3 Year 18.87%

5 Year 11.65%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.88%) Market Cap Mid Cap 8.88 Small Cap 43.19 Large Cap 47.81 Top Sectors Financial 27.95 Automobile 12.23 Services 8.89 Technology 7.37 Capital Goods 7.31 Consumer Staples 5.7 Metals & Mining 5.62 Healthcare 4.75 Construction 4.72 Consumer Discretionary 4.12 Communication 3.72 Textiles 2.83 Materials 2.5 Energy 2.16 Top Holding Tata Consultancy 2.15 Suraksha Diagnostic 0.76 Dr. Reddy's Laboratories 3.06 Tech Mahindra 2.27 The Ramco Cements 2.5 Jindal Saw 0.65 Canara Bank 4.68 Hindalco Industries 1.54 Hero Motocorp 3.09 Optiemus Infracom 0.79 Vedanta 3.43 Jana Small Finance Bank 2.43 Godfrey Phillips India 3.93 Housing & Urban Dev Corp 1.85 PVR Inox 0.95 CreditAccess Grameen 2.36 Spandana Sphoorty Financial - PPE 0.24 Carraro 1.61 M&B Engineering 0.45 Indusind Bank 0.45 Finolex Cables 0.67 Motilal Oswal Financial Services 1.62 Kalpataru Projects Intl. 0.98 Bharti Airtel 3.72 HDFC Bank 3.41 Axis Bank 2.26 Whirlpool Of India 1.89 NTPC 1.11 Maruti Suzuki India 1.56 Travel Food Services 1.32 Petronet LNG 0.63 Tata Motors Passenger Vehicles 0.89 Restaurant King 2.89 Swiggy 1.54 Tata Motors 3.08 Infosys 2.96 Amber Enterprises India 2.23 Care Ratings 1.4 Titagarh Rail Systems 1.33 Spandana Sphoorty 0.62 Indo Count Industries 1.31 Cohance Lifesciences 0.93 Bharat Bijlee 1.02 Jyoti CNC Automation 1.37 TD Power Systems 0.52 Apar Industries 1.77 Aptus Value Housing Finance India 1.2 REC 1.02 Exicom Tele-Systems 0.41 Equitas Small Finance Bank 1.51 JK Tyre & Industries 2.27 Larsen & Toubro 4.27 Garden Reach Shipbuilders & Engineers 1.13 Shriram Finance 4.31 Arvind 1.51

Debt & Others (0.12000000000000002%) Sector Allocation CBLO 0.34 Net Payables -0.22 Debt Credit Ratings Debt Category Others 0.12

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%

Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 0.99% Ret 1Y 34.21% Ret 3Y 31.84% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 0.99% Ret 1Y 34.21% Ret 3Y 31.84% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.38%

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) 54

Date of Incorporation 2007-08-24

Total AUM 75674.2

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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