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

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Fund Overview IDCW | 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 - Income Distribution cum Capital Withdrawal (IDCW) -3.16 9.12 17.92 18.74 13.87 9.24
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 - Income Distribution cum Capital Withdrawal (IDCW) Mar 12, 2013 17.92 18.74 13.87 1.49 156.48
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - IDCW Jan 01, 2013 2.94 21.42 9.61 0.61 4,465.25
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW Sep 24, 2020 21.73 21.43 16.33 0.83 1,440.53
DSP US Specific Equity Omni FoF - Direct Plan - IDCW Jan 02, 2013 29.88 22.75 18.16 1.53 1,068.04
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment) Dec 24, 2020 16.35 18.68 2.04 0.62 601.83
ICICI Prudential Global Advantage Fund (FOF) - Direct Plan - IDCW Oct 07, 2019 31.17 16.85 9.22 0.65 368.49

Fund Holdings as on 31-December-2025

  • Sundaram Global Brand Fund - Master Class

  • TREPS

  • Cash and Other Net Current Assets

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  • Miscellaneous

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Most Recent Dividend

  • 03/11/2025

  • 01/12/2014

  • 03/06/2013

  • 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 12-Mar-2013 and currently has an AUM of ₹156.48 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 ₹0.01(0.02%)yesterday to ₹36.9543.

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 Shalav Saket .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156