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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 ₹37.5838 NAV as of Mar 27,2026 and returns since inception of 59.00%. 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 -4.15% returns, against a category average of -2.07% and a category best of 5.90%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.15-2.075.90
6M2.650.7133.56
1Y17.724.10110.93
3Y16.7212.11225.89

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-02-28
View allocation % by

1. Sundaram Global Brand Fund - Master Class97.33%
2. TREPS2.84%
3. Cash and Other Net Current Assets-0.17%

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 NameRatingsAUMExpense Ratio
This FundEdelweiss US Value Equity Offshore Fund Growth0202.06 CR2.36
This FundICICI Prudential Thematic Advantage Fund (FOF) Growth08854.84 CR1.49
This FundSundaram Global Brand Theme - Equity Active FOF Growth0157.45 CR2.38
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth55881.85 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth52190.96 CR2.37
Fund Name1Y3Y
This FundEdelweiss US Value Equity Offshore Fund Growth18.437756.765
This FundICICI Prudential Thematic Advantage Fund (FOF) Growth-0.116358.1877
This FundSundaram Global Brand Theme - Equity Active FOF Growth17.716858.9997
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth25.4589120.9837
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth109.5149219.5294

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 : -4.15%
  • 6 Months : 2.65%
  • 1 Year : 17.72%
  • 3 Years : 16.72%
Returns of Sundaram Global Brand Theme - Equity Active FOF Growth are updated daily based on NAV of ₹ 37.5838 as on Mar 27,2026. Since inception, the return has been 59.00%.

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