Sundaram Global Brand Theme - Equity Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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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)
₹169 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
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.12 | -0.85 | 7.18 |
| 6M | 4.68 | 1.19 | 29.94 |
| 1Y | 9.79 | 3.16 | 61.88 |
| 3Y | 19.93 | 11.70 | 280.57 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2026-09-30
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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 ₹169 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 |
|---|---|---|---|
| ICICI Prudential Global Stable Equity Fund (FOF) Growth | 0 | 89 CR | 1.37 |
| Axis Greater China Equity Fund of Fund Growth | 5 | 3,987 CR | 1.59 |
| Sundaram Global Brand Theme - Equity Active FOF Growth | 0 | 169 CR | 2.29 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1,665 CR | 2.31 |
| Mirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 3,085 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Global Stable Equity Fund (FOF) Growth | 19.3807 | 58.9162 |
| This FundAxis Greater China Equity Fund of Fund Growth | 5.5611 | 61.305 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 9.7919 | 72.5165 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 20.3362 | 217.1511 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 28.1702 | 276.1878 |
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 : -0.12%
- 6 Months : 4.68%
- 1 Year : 9.79%
- 3 Years : 19.93%
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 ₹169 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.
