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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹148 Cr

Lock In Period

N/A

Expense Ratio

2.38

Benchmark

N/A

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.

Summary

Latest details for Sundaram Global Brand Theme - Equity Active FOF Growth include a ₹40.7269 NAV as of Apr 23,2026 and returns since inception of 63.93%. Minimum investments start at SIP ₹100. The Sundaram Global Brand Theme - Equity Active FOF Growth AUM is ₹148 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark N/A. Exit load 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 growth review for 1M Month/Year, the fund recorded 8.06% returns, against a category average of 2.35% and a category best of 32.28%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.062.3532.28
6M8.341.5746.51
1Y36.315.44116.82
3Y17.9116.53231.20

Portfolio Analysis

  • Equity:
  • Debt: 100.30%
  • Others
As on: 2026-03-31
View allocation % by

1. Sundaram Global Brand Fund - Master Class97.18%
2. TREPS3.12%

About Fund

Sundaram Global Brand Theme - Equity Active FOF Growth managed by Sundaram Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹148 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 NameRatingsAUMExpense Ratio
This FundHSBC Multi Asset Active FOF Growth083.89 CR1.51
This FundDSP Global Clean Energy Overseas Equity Omni FoF Growth0104.25 CR2.35
This FundSundaram Global Brand Theme - Equity Active FOF Growth0147.63 CR2.38
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth55987.35 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth51769.37 CR2.36
Fund Name1Y3Y
This FundHSBC Multi Asset Active FOF Growth17.75462.4936
This FundDSP Global Clean Energy Overseas Equity Omni FoF Growth83.827663.8144
This FundSundaram Global Brand Theme - Equity Active FOF Growth36.308763.929
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth69.3424173.3713
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth115.3696224.7297

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 : 8.06%
  • 6 Months : 8.34%
  • 1 Year : 36.31%
  • 3 Years : 17.91%
Returns of Sundaram Global Brand Theme - Equity Active FOF Growth are updated daily based on NAV of ₹ 40.7269 as on Apr 23,2026. Since inception, the return has been 63.93%.

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 ₹148 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.
Min Inv Amount: ₹500