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)
₹163 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 | 3.03 | 0.52 | 7.40 |
| 6M | 5.12 | 2.63 | 35.31 |
| 1Y | 20.56 | 5.14 | 70.56 |
| 3Y | 15.87 | 14.89 | 202.11 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-06-30
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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 ₹163 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 |
|---|---|---|---|
| DSP Global Clean Energy Overseas Equity Omni FoF Growth | 0 | 116 CR | 2.29 |
| Sundaram Global Brand Theme - Equity Active FOF Growth | 0 | 163 CR | 2.29 |
| Motilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 8,267 CR | 0.47 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1,433 CR | 2.31 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Global Clean Energy Overseas Equity Omni FoF Growth | 39.4712 | 52.7182 |
| This FundSundaram Global Brand Theme - Equity Active FOF Growth | 20.564 | 55.551 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 52.8133 | 142.9177 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 62.768 | 196.2343 |
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 : 3.03%
- 6 Months : 5.12%
- 1 Year : 20.56%
- 3 Years : 15.87%
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 ₹163 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.
