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Fund Overview of Sundaram Global Brand Theme - Equity Active Fof Direct-growth
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₹126.1 CrAUM
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₹41.57NAV
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1.49%Expense Ratio
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EquityFund Category
Returns of Sundaram Global Brand Theme - Equity Active Fof Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.88% | NA | 11.93% |
| 6 Months | 25.46% | NA | 10.64% |
| 1 Year | 24.59% | 24.59% | 23.58% |
| 2 Years | 49.87% | 22.42% | 22.45% |
| 3 Years | 94.40% | 24.80% | 18.12% |
| 5 Years | 105.65% | 15.51% | 11.61% |
| 7 Years | 137.28% | 13.14% | NA |
| 10 Years | 231.02% | 12.72% | 10.64% |
Asset Allocation
equities
97.40%other assets or cash equivalents
2.60%Sundaram Global Brand Theme - Equity Active Fof Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in units of overseas mutual funds & ETFs. It manages assets worth ₹126.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.49%. Fund Manager Manager EducationAbout Sundaram Global Brand Theme - Equity Active Fof Direct-growth
The portfolio allocation consists of 97.40% in equities, 2.60% in other assets or cash equivalents. Managed by Pathanjali Srinivasan, it has delivered a return of 24.59% in the last year, a total return since inception of 9.37%.
Key Metrics of Sundaram Global Brand Theme - Equity Active Fof Direct-growth
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Standard Deviation14.25%
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Sharpe Ratio0.91%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Global Excellence Equity Fof Direct-growth  |
₹217 | -0.69% | 3.49% | 15.16% | 21.42% | 13.73% |
| Aditya Birla Sun Life Global Excellence Equity Fof Regular-growth |
₹217 | -0.74% | 3.33% | 14.49% | 20.70% | 13.09% |
| Aditya Birla Sun Life International Equity Fund Direct-growth |
₹229 | -1.06% | 0.83% | 28.24% | 15.12% | 11.60% |
| Aditya Birla Sun Life International Equity Fund Regular-growth |
₹229 | -1.10% | 0.71% | 27.65% | 14.44% | 10.84% |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-growth |
₹250 | -2.58% | -0.10% | 10.01% | 13.94% | 10.24% |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-growth |
₹250 | -2.62% | -0.24% | 9.42% | 13.33% | 9.67% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Global Brand Theme - Equity Active Fof Regular-growth
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₹126 | -0.03% | 5.19% | 13.87% | 22.14% | 19.52% |
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Sundaram Global Brand Theme - Equity Active Fof Regular-idcw
|
₹126 | -0.03% | 5.19% | 13.87% | 22.14% | 19.52% |
|
Sundaram Global Brand Theme - Equity Active Fof Direct-idcw
|
₹126 | 0.05% | 5.43% | 14.39% | 23.22% | 20.66% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Nasdaq 100 Fof Regular-growth |
₹427 | ₹17.61 | 30.90% | - | - |
| Aditya Birla Sun Life Nasdaq 100 Fof Direct-growth |
₹427 | ₹17.89 | 31.36% | - | - |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-growth |
₹250 | ₹28.58 | 13.94% | 10.24% | 10.83% |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-growth |
₹250 | ₹27.26 | 13.33% | 9.67% | 10.41% |
| Aditya Birla Sun Life International Equity Fund Direct-growth |
₹229 | ₹47.51 | 15.12% | 11.60% | 11.02% |
| Aditya Birla Sun Life International Equity Fund Regular-growth |
₹229 | ₹44.01 | 14.44% | 10.84% | 10.34% |
| Aditya Birla Sun Life Global Excellence Equity Fof Regular-growth |
₹217 | ₹36.29 | 20.70% | 13.09% | 7.61% |
| Aditya Birla Sun Life Global Excellence Equity Fof Direct-growth |
₹217 | ₹38.67 | 21.42% | 13.73% | 8.16% |
| ICICI Prudential StrateGIC Metal And Energy Equity Fof Direct - Growth |
₹95 | ₹22.43 | 18.78% | - | - |
| ICICI Prudential StrateGIC Metal And Energy Equity Fof - Growth |
₹95 | ₹21.63 | 17.69% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Sundaram Global Brand | Unspecified | 97.40% | ₹141.25 Cr |
| Sundaram Global Brand | Unspecified | 97.40% | ₹141.25 Cr |
| Sundaram Global Brand | Unspecified | 96.10% | ₹133.21 Cr |
| Sundaram Global Brand | Unspecified | 96.10% | ₹133.21 Cr |
| Sundaram Global Brand | Unspecified | 95.75% | ₹120.75 Cr |
| Repo | Unspecified | 4.17% | ₹5.78 Cr |
| Repo | Unspecified | 4.17% | ₹5.78 Cr |
| Repo | Unspecified | 4.52% | ₹5.70 Cr |
| Repo | Unspecified | 3.50% | ₹5.08 Cr |
| Repo | Unspecified | 3.50% | ₹5.08 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.34 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.37 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.37 Cr |
| Net Payables | Unspecified | -0.90% | ₹-1.31 Cr |
| Net Payables | Unspecified | -0.90% | ₹-1.31 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Global Excellence Equity Fof Direct-growth |
₹38.67 | 21.42% | 13.73% | - |
| Aditya Birla Sun Life Global Excellence Equity Fof Regular-growth |
₹36.29 | 20.70% | 13.09% | - |
| Aditya Birla Sun Life International Equity Fund Direct-growth |
₹47.51 | 15.12% | 11.60% | - |
| Aditya Birla Sun Life International Equity Fund Regular-growth |
₹44.01 | 14.44% | 10.84% | - |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Direct-growth |
₹28.58 | 13.94% | 10.24% | - |
| Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-growth |
₹27.26 | 13.33% | 9.67% | - |
growth is based on 5Y returns of the funds
Sundaram Global Brand Theme - Equity Active Fof Direct-growth
What is the current AUM of Sundaram Global Brand Theme - Equity Active Fof Direct-growth?
As of Thu Jul 31, 2025, Sundaram Global Brand Theme - Equity Active Fof Direct-growth manages assets worth ₹126.1 crore
How has Sundaram Global Brand Theme - Equity Active Fof Direct-growth performed recently?
- 3 Months: 9.88%
- 6 Months: 25.46%
What is the long-term performance of Sundaram Global Brand Theme - Equity Active Fof Direct-growth?
- 3 Years CAGR: 24.80%
- 5 Years CAGR: 15.51%
- Since Inception: 9.37%
What is the portfolio composition of Sundaram Global Brand Theme - Equity Active Fof Direct-growth?
Equity: 97.40%, Others: 2.60%.
Who manages Sundaram Global Brand Theme - Equity Active Fof Direct-growth?
Sundaram Global Brand Theme - Equity Active Fof Direct-growth is managed by Pathanjali Srinivasan from Sundaram Mutual Fund.
Which are the top companies Sundaram Global Brand Theme - Equity Active Fof Direct-growth has invested in?
- Sundaram Global Brand – 97.40% of the fund's portfolio
- Sundaram Global Brand – 97.40% of the fund's portfolio
- Sundaram Global Brand – 96.10% of the fund's portfolio
- Sundaram Global Brand – 96.10% of the fund's portfolio
- Sundaram Global Brand – 95.75% of the fund's portfolio
Which are the major sectors Sundaram Global Brand Theme - Equity Active Fof Direct-growth focuses on?
- Unspecified – 500.00% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
