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

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Fund Overview IDCW | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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) -15.52 -34.67 5.49 12.17 13.69 7.56
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 5.49 12.17 13.69 1.18 110.90
Franklin India Feeder - Franklin U S Opportunities Fund - Direct - IDCW Jan 01, 2013 7.04 14.41 13.26 0.66 3,451.59
DSP US Flexible Equity Fund of Fund - Direct Plan - IDCW Dec 31, 2012 2.36 9.73 15.52 1.56 785.86
ICICI Prudential Global Advantage Fund (FOF) - Direct Plan - IDCW Oct 07, 2019 15.60 9.45 8.93 0.59 325.02
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW Jan 02, 2013 5.72 8.68 12.18 0.61 221.98
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund-DIRECT - RETAIL - IDCW Jan 02, 2013 5.19 14.54 13.22 0.68 192.65

Fund Holdings as on 31-March-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 ₹110.90 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 ₹0.12(0.39%)yesterday to ₹30.4302.

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