Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹157 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 ₹38.6988 NAV as of Mar 12,2026 and returns since inception of 67.26%. Minimum investments start at SIP ₹100. The Sundaram Global Brand Theme - Equity Active FOF Growth AUM is ₹157 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 -2.20% returns, against a category average of -1.70% and a category best of 5.90%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.20 | -1.70 | 5.90 |
| 6M | 5.86 | 1.57 | 53.51 |
| 1Y | 19.94 | 6.20 | 157.13 |
| 3Y | 18.70 | 13.90 | 314.40 |
Portfolio Analysis
- Equity:
- Debt: 100.24%
- Others
As on: 2026-01-31
View allocation % by
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 ₹157 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Brazil Fund Growth | 1 | 389.52 CR | 1.57 |
| This FundICICI Prudential Diversified Equity All Cap Omni FOF Growth | 0 | 274.32 CR | 1 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 0 | 157.45 CR | 2.38 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 5881.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 2190.96 CR | 2.37 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Brazil Fund Growth | 58.8801 | 66.936 |
| This FundICICI Prudential Diversified Equity All Cap Omni FOF Growth | 6.7802 | 66.9722 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 19.9399 | 67.2614 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 23.8631 | 125.1283 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 155.4009 | 306.3134 |
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 : -2.20%
- 6 Months : 5.86%
- 1 Year : 19.94%
- 3 Years : 18.70%
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 ₹157 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