Sundaram Global Brand Theme - Equity Active FoF Growth

1–7 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

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

Portfolio Holdings Overview

SectoralAllocation
Technology35.2%
Capital Goods4.56%
Consumers31.48%
Services13.58%
Financial Services15.18%

Geographic Allocation

International99.99979%
Top Stock Holdings

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.

iconCosts and Fees

Exit Load1

iconRegulatory & Tax Information

INF903J01EX1
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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