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

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  • 0.31 %Nav, as on 01-10-2025

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  • Net Change on 01-10-2025

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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 (₹)

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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 48.08 38.74 23.08 25.23 15.07 8.90
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 23.08 25.23 15.07 1.49 129.70
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth Nov 29, 2018 40.36 35.65 22.08 0.21 5,631.62
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth Jan 01, 2013 17.89 25.96 13.16 0.58 4,282.23
Edelweiss US Technology Equity Fund of Fund- Direct Plan- Growth Mar 05, 2020 43.81 39.09 19.37 1.50 3,245.55
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Jan 02, 2013 29.55 19.86 5.44 1.50 2,245.02
PGIM India Global Equity Opportunities Fund of Fund - Direct Plan - Growth Jan 01, 2013 15.82 26.46 11.15 1.44 1,512.37

Fund Holdings as on 31-August-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 ₹129.70 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 ₹0.13(0.31%)yesterday to ₹41.5719.

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