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

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Fund Overview Growth | Direct Plan

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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 Direct Plan - Growth 47.20 36.49 14.50 19.46 14.32 8.27
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 14.50 19.46 14.32 1.49 117.67
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth Nov 29, 2018 15.98 28.00 19.58 0.20 5,041.54
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth Jan 01, 2013 11.94 22.85 13.22 0.58 3,833.69
Edelweiss US Technology Equity Fund of Fund- Direct Plan- Growth Mar 05, 2020 21.01 32.42 18.20 1.48 2,737.01
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Jan 02, 2013 23.10 3.40 2.40 1.49 1,819.78
PGIM India Global Equity Opportunities Fund of Fund - Direct Plan - Growth Jan 01, 2013 4.46 22.00 11.26 1.44 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 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 ₹0.07(0.2%)yesterday to ₹38.0797.

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