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

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  • 0.58 %Nav, as on 10-06-2025

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  • Net Change on 10-06-2025

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Fund Overview Growth | 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

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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 Direct Plan - Growth 64.24 3.77 13.32 16.78 13.18 8.10
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 - Growth Jan 08, 2013 13.32 16.78 13.18 1.49 117.67
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth Nov 29, 2018 17.10 25.98 19.11 0.20 5,041.54
Edelweiss US Technology Equity Fund of Fund- Direct Plan- Growth Mar 05, 2020 23.22 28.06 18.37 1.48 2,737.01
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Jan 02, 2013 17.92 2.38 3.13 1.49 1,819.78
ICICI Prudential Global Advantage Fund (FOF) - Direct Plan - Growth Option Oct 07, 2019 14.68 10.99 8.14 0.65 319.68
Edelweiss US Value Equity Offshore Fund - Direct Plan - Growth Option Aug 07, 2013 9.34 12.07 13.89 1.47 161.52

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 08-Jan-2013 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 ₹0.21(0.58%)yesterday to ₹37.1775.

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