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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹156 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 ₹40.1375 NAV as of Feb 06,2026 and returns since inception of 61.38%. Minimum investments start at SIP ₹100. The Sundaram Global Brand Theme - Equity Active FOF Growth AUM is ₹156 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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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 ₹156 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 FundInvesco India - Invesco Pan European Equity Fund of Fund Growth0132.85 CR0.96
This FundHSBC Brazil Fund Growth1325.61 CR1.57
This FundSundaram Global Brand Theme - Equity Active FOF Growth0156.48 CR2.38
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth56159.15 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth51756.31 CR2.36
Fund Name1Y3Y
This FundInvesco India - Invesco Pan European Equity Fund of Fund Growth40.991160.6349
This FundHSBC Brazil Fund Growth55.013260.7118
This FundSundaram Global Brand Theme - Equity Active FOF Growth14.960661.3779
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth7.9075121.7549
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth141.0278245.1849

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 : %
  • 6 Months : %
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  • 3 Years : %
Returns of Sundaram Global Brand Theme - Equity Active FOF Growth are updated daily based on NAV of ₹ 40.1375 as on Feb 06,2026. Since inception, the return has been 61.38%.

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 ₹156 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