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) 122.24 -19.24 10.08 17.44 14.88 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 - Income Distribution cum Capital Withdrawal (IDCW) Mar 12, 2013 10.08 17.44 14.88 1.42 109.52
Franklin India Feeder - Franklin U S Opportunities Fund - Direct - IDCW Jan 01, 2013 12.39 21.41 13.80 0.65 3,511.12
DSP US Flexible Equity Fund of Fund - Direct Plan - IDCW Jan 02, 2013 10.28 16.22 17.30 1.55 764.76
ICICI Prudential Global Advantage Fund (FOF) - Direct Plan - IDCW Oct 07, 2019 12.75 12.16 10.08 0.59 310.35
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW Jan 02, 2013 10.92 12.85 13.43 0.61 223.44
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund-DIRECT - RETAIL - IDCW Jan 02, 2013 9.47 20.10 15.46 0.68 188.43

Fund Holdings as on 30-April-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

Most Recent Dividend

  • 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 ₹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 ₹32.302.

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