OTHER•FOFS OVERSEAS
Sundaram Global Brand Theme Equity Active FoF
3 Year return
20.10%
NAV on August 27, 2026
49.0274
1D Returns
+0.14%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
38%₹1,368
Total Value ₹4,968
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹169.96 Cr.
Expense Ratio
1.37% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Sundaram Mutual Fund Manager
PS
Pathanjali Srinivasan
Fund Manager since Jul 2024
SS
Shalav Saket
Fund Manager since May 2026
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout11.124%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment11.124%
Sundaram Global Brand Fund, managed by Sundaram Mutual Fund, belongs to the fund of funds category with a focus on global investments. This direct plan offers the Growth scheme, aiming to provide potential capital appreciation by investing in Sundaram Global Brand Fund, Singapore, which itself invests in a portfolio of international companies that are recognised global brands. The fund seeks to capitalise on the growth potential of these established brands. It maintains an expense ratio lower than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors the opportunity to participate in the growth potential of globally recognised brands. Sundaram Global Brand Fund Direct Plan Growth achieves this by investing in Sundaram Global Brand Fund, Singapore. The fund's strategy focuses on delivering competitive returns by identifying companies that demonstrate growth and brand recognition.
Key Features of The Fund
5-year return
12.9867%
Expense Ratio
1.37%
Fund Manager
Pathanjali Srinivasan
Fund Size
₹169.96 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you're interested in gaining exposure to the growth potential of established global brands and expanding your investment horizon beyond domestic markets, Sundaram Global Brand Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals looking to diversify their portfolio with international equities. However, keep in mind that investing in global markets carries currency and geopolitical risks. Before considering this fund, evaluate your investment goals, risk tolerance, and knowledge of international markets. Consulting financial experts can provide personalised guidance for well-informed decisions.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | January 1996 |
| Address | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Compare Your SIPs Across Various Mutual Funds
Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!
FAQs
What is today's NAV of Sundaram Global Brand Theme Equity Active FoF?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Global Brand Theme Equity Active FoF on August 27, 2026, is ₹49.0274
What is the AUM of Sundaram Global Brand Theme Equity Active FoF?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Global Brand Theme Equity Active FoF, is ₹169.96 crore.
What is the expense ratio of Sundaram Global Brand Theme Equity Active FoF?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Global Brand Theme Equity Active FoF is 1.37%
What are the returns of Sundaram Global Brand Theme Equity Active FoF since inception?
The Sundaram Global Brand Theme Equity Active FoF was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Sundaram Global Brand Theme Equity Active FoF?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Global Brand Theme Equity Active FoF is ₹100.
How do I invest in Sundaram Global Brand Theme Equity Active FoF?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Global Brand Theme Equity Active FoF?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Global Brand Theme Equity Active FoF?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Global Brand Theme Equity Active FoF?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,968 in 3Y at 20.0985% returns
SIP Date1st of every month
Your next SIP Payment will be on 27 September 2026
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