Return
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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 ₹42.2871 NAV as of May 07,2026 and returns since inception of 68.42%. 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 10.78% returns, against a category average of -0.20% and a category best of 27.38%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 10.78 | -0.20 | 27.38 |
| 6M | 10.05 | 0.84 | 50.62 |
| 1Y | 34.08 | 3.91 | 112.51 |
| 3Y | 18.98 | 10.44 | 221.22 |
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 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Multi-Asset Omni FOF Growth | 0 | 345.88 CR | 1.17 |
| This FundEdelweiss US Value Equity Offshore Fund Growth | 0 | 200.78 CR | 2.36 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 0 | 147.63 CR | 2.38 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 5987.35 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1769.37 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Multi-Asset Omni FOF Growth | 15.2398 | 65.6736 |
| This FundEdelweiss US Value Equity Offshore Fund Growth | 35.7865 | 66.8131 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 34.0805 | 68.4242 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 83.6496 | 194.3471 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 111.0866 | 214.9499 |
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 : 10.78%
- 6 Months : 10.05%
- 1 Year : 34.08%
- 3 Years : 18.98%
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