Sundaram Global Brand Theme - Equity Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Sundaram Global Brand Theme - Equity Active FOF Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹162 Cr
Lock In Period
N/A
Expense Ratio
2.38
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
N/A
Summary
Sundaram Global Brand Theme - Equity Active FOF Growth NAV is ₹42.5260 as of 16 May, 2026. Sundaram Global Brand Theme - Equity Active FOF Growth has delivered 67.96% returns since its launch. The minimum SIP investment amount in Sundaram Global Brand Theme - Equity Active FOF Growth is ₹100. The AUM of Sundaram Global Brand Theme - Equity Active FOF Growth is ₹162 Cr. The expense ratio of the fund is 2.38%, and its benchmark is N/A. The current exit load of the fund is If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the last 1M months, Sundaram Global Brand Theme - Equity Active FOF Growth has delivered 7.26% returns.
Sundaram Global Brand Theme - Equity Active FOF Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 7.26 | 0.78 | 28.28 |
| 6M | 7.42 | 1.53 | 46.61 |
| 1Y | 31.53 | 5.40 | 135.63 |
| 3Y | 18.87 | 16.21 | 245.80 |
Portfolio Analysis
- Equity:
- Debt: 100.30%
- Others
As on: 2026-03-31
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About Fund Sundaram Global Brand Theme - Equity Active FOF Growth
Sundaram Global Brand Theme - Equity Active FOF Growth managed by Sundaram Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹162 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 2.38. Under the expert guidance of Shalav Saket ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Shalav Saket
Mr. Shalav Saket holds MBA, B-Tech, CFA. Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India - Invesco Pan European Equity Fund of Fund Growth | 0 | 166.27 CR | 0.96 |
| Edelweiss US Value Equity Offshore Fund Growth | 0 | 218.02 CR | 2.36 |
| Sundaram Global Brand Theme - Equity Active FOF Growth | 0 | 162.25 CR | 2.38 |
| Motilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 7690.83 CR | 0.58 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1709.68 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India - Invesco Pan European Equity Fund of Fund Growth | 38.162 | 66.1887 |
| This FundEdelweiss US Value Equity Offshore Fund Growth | 32.5352 | 67.3755 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 31.5297 | 67.9646 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 84.2648 | 199.2205 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 134.0512 | 239.0509 |
Sundaram Global Brand Theme - Equity Active FOF Growth FAQs
Sundaram Global Brand Theme - Equity Active FOF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Global Brand Theme - Equity Active FOF Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Global Brand Theme - Equity Active FOF Growth’s fund performance is as follows:
- 1 Month : 7.26%
- 6 Months : 7.42%
- 1 Year : 31.53%
- 3 Years : 18.87%
You can invest in Sundaram Global Brand Theme - Equity Active FOF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Global Brand Theme - Equity Active FOF Growth is ₹162 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Global Brand Theme - Equity Active FOF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
