Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹159 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 ₹39.9264 NAV as of Mar 02,2026 and returns since inception of 69.47%. Minimum investments start at SIP ₹100. The Sundaram Global Brand Theme - Equity Active FOF Growth AUM is ₹159 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 -2.18% returns, against a category average of 0.42% and a category best of 29.34%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.18 | 0.42 | 29.34 |
| 6M | 11.13 | 2.91 | 88.59 |
| 1Y | 18.25 | 7.69 | 205.94 |
| 3Y | 19.22 | 16.84 | 354.07 |
Portfolio Analysis
- Equity:
- Debt: 100.24%
- Others
As on: 2026-01-31
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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 ₹159 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 Multi Asset Active FOF Growth | 4 | 86.28 CR | 1.51 |
| This FundICICI Prudential Global Advantage Fund (FOF) Growth | 2 | 394.95 CR | 1.36 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 0 | 159.45 CR | 2.38 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 6081.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1974.63 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Multi Asset Active FOF Growth | 28.1548 | 65.6675 |
| This FundICICI Prudential Global Advantage Fund (FOF) Growth | 26.8839 | 67.646 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 18.247 | 69.4676 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 20.1706 | 123.0732 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 203.8736 | 345.2223 |
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 : -2.18%
- 6 Months : 11.13%
- 1 Year : 18.25%
- 3 Years : 19.22%
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 ₹159 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