Sundaram Global Brand Theme - Equity Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
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)
₹163 Cr
Lock In Period
N/A
Expense Ratio
2.29
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
Sundaram Global Brand Theme - Equity Active FOF Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.91 | -0.71 | 5.90 |
| 6M | 4.94 | 1.66 | 41.45 |
| 1Y | 22.92 | 4.22 | 73.46 |
| 3Y | 17.23 | 11.18 | 181.45 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-05-31
View allocation % by
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 ₹163 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 2.29. 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 |
|---|---|---|---|
| PGIM India Global Equity Opportunities Fund of Fund Growth | 2 | 1871.81 CR | 2.32 |
| Aditya Birla Sun Life Multi-Asset Omni FOF Growth | 0 | 421.33 CR | 1.25 |
| Sundaram Global Brand Theme - Equity Active FOF Growth | 0 | 163.43 CR | 2.29 |
| Motilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 8267.17 CR | 0.47 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1433.31 CR | 2.31 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Global Equity Opportunities Fund of Fund Growth | 17.8465 | 57.4051 |
| This FundAditya Birla Sun Life Multi-Asset Omni FOF Growth | 12.9672 | 60.6984 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 22.9156 | 61.0936 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 72.8197 | 164.8765 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 61.0086 | 175.9793 |
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 2.29. 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 : 1.91%
- 6 Months : 4.94%
- 1 Year : 22.92%
- 3 Years : 17.23%
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 ₹163 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.
