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

Other Plans and Options
  • (-0.1%)Nav, as on 20-05-2025

  • Previous Nav

  • Net Change on 20-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 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 Regular Plan - Growth 121.32 -20.05 9.07 16.28 13.78 7.00
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 9.07 16.28 13.78 2.31 109.52
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Nov 29, 2018 18.23 24.83 19.65 0.57 4,859.29
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Feb 06, 2012 11.35 20.24 12.68 1.54 3,511.12
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Mar 05, 2020 17.72 25.94 17.89 2.38 2,428.79
Edelweiss Greater China Equity Off-shore Fund - Regular Plan - Growth Option Aug 26, 2009 9.43 2.49 2.39 2.40 1,701.68
PGIM India Global Equity Opportunities Fund - Growth May 13, 2010 5.74 19.47 12.36 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

View More

  • Miscellaneous

View More

Fund Manager

  • 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 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 down ₹-0.03(-0.1%)yesterday to ₹33.2168.

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