Sundaram Global Brand Theme - Equity Active FoF - IDCW - Direct Plan

Other Plans and Options
  • 0.55 %Nav, as on 25-03-2026

  • Previous Nav

  • Net Change on 25-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct 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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) -53.30 -15.79 18.74 17.78 12.60 8.81
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 Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Mar 12, 2013 18.74 17.78 12.60 1.49 157.45
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - IDCW Jan 01, 2013 14.43 22.25 11.58 0.60 4,461.84
Axis Greater China Equity Fund of Fund - Direct Plan - IDCW Feb 10, 2021 36.90 13.24 4.88 0.53 2,910.75
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW Sep 24, 2020 22.88 22.38 15.38 0.83 1,894.93
SBI US Specific Equity Active FoF Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 22, 2021 35.84 27.41 17.68 0.95 1,153.19
DSP US Specific Equity Omni FoF - Direct Plan - IDCW Jan 02, 2013 41.70 25.97 17.92 1.58 1,079.76

Fund Holdings as on 28-February-2026

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

View More

  • Miscellaneous

View More

Most Recent Dividend

  • 03/11/2025

  • 01/12/2014

  • 03/06/2013

  • Cash

  • MFU

View More

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 12-Mar-2013 and currently has an AUM of ₹157.45 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 ₹0.19(0.55%)yesterday to ₹35.54.

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 Shalav Saket .

Fund House Contact

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

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