Sundaram Global Brand Theme - Equity Active FoF - Growth - Regular Plan

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  • 0.95 %Nav, as on 09-05-2025

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  • Net Change on 09-05-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singaporeas a feeder fund.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Global Brand Theme - Equity Active FoF Regular Plan - Growth 126.43 -29.69 5.16 13.10 12.82 6.74
MSCI AC World Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Global Brand Theme - Equity Active FoF Regular Plan - Growth Aug 22, 2007 5.16 13.10 12.82 2.13 109.52
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Nov 29, 2018 17.91 23.88 19.64 0.57 4,859.29
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 9.99 19.90 13.02 1.55 3,511.12
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Mar 05, 2020 16.99 27.02 18.12 2.35 2,428.79
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 14.36 4.89 2.92 2.35 1,701.68
PGIM India Global Equity Opportunities Fund - Growth May 13, 2010 5.19 18.61 12.25 2.39 1,301.41

Fund Holdings as on 30-April-2025

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

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  • Miscellaneous

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Fund Manager

  • Cash

  • MFU

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About Sundaram Global Brand Theme - Equity Active FoF

Scheme Analysis

Sundaram Global Brand Theme - Equity Active FoF is a FoFs (Overseas) fund and belongs to Sundaram Mutual Fund. It was launched on 22-Aug-2007 and currently has an AUM of ₹109.52 crore. Sundaram Global Brand Theme - Equity Active FoF is benchmarked against MSCI AC World Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Global Brand Theme - Equity Active FoF ended up ₹0.3(0.95%)yesterday to ₹32.0634.

Among its top 3 holdings the fund has exposure to Sundaram Global Brand Fund - Master Class, TREPS and Cash and Other Net Current Assets

The Sundaram Global Brand Theme - Equity Active FoF is managed by Patanjali Srinivasan .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156