Sundaram Global Brand Theme - Equity Active FoF Reinvestment Inc Dist cum Cap Wdrl option
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.1%
Sharpe Ratio0.55
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
International99.99979%
Top Stock Holdings
CompanySectorAllocation
Sundaram Global Brand MasterUtilities95.42%
TrepsUtilities4.80%
Cash And Other Net Current AssetsUtilities-0.23%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Regulatory & Tax Information
INF903J01EZ6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)