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

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  • 0.19 %Nav, as on 01-07-2025

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  • Net Change on 01-07-2025

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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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  • 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 Regular Plan - Growth 45.39 35.71 13.70 18.43 13.24 7.18
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 13.70 18.43 13.24 2.38 117.67
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Nov 29, 2018 17.19 27.97 19.55 0.58 5,041.54
Franklin U.S. Opportunities Equity Active Fund of Funds - Growth Feb 06, 2012 11.01 21.52 11.89 1.53 3,833.69
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Mar 05, 2020 24.05 31.94 18.00 2.38 2,737.01
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 19.86 2.12 1.63 2.40 1,819.78
PGIM India Global Equity Opportunities Fund of Fund - Growth May 13, 2010 3.54 20.72 10.38 2.39 1,384.16

Fund Holdings as on 31-May-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 ₹117.67 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 ₹0.07(0.19%)yesterday to ₹34.6014.

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