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OTHER•FOFS OVERSEAS

Sundaram Global Brand Theme Equity Active FoF

3 Year return

23.23%
NAV on December 17, 2025
44.1706
1D Returns
+0.17%
Launched on January 2013(12 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
45.42%₹1,635
Total Value ₹5,235

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹148.87 Cr.
Expense Ratio
1.49% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

ARQ Rating
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 Mar 2024

SS

Shalav Saket

Fund Manager since Dec 2025

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Invesco India Invesco Global Equity Income Fund of Fund22.2767%
0
Edelweiss Europe Dynamic Equity Offshore Fund23.0633%
0
Axis Global Equity Alpha Fund of Fund22.6757%
0

About Sundaram Global Brand Fund Direct Plan Growth

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
14.1351%
Expense Ratio
1.49%
Fund Manager
Pathanjali Srinivasan
Fund Size
₹148.87 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

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://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

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 December 17, 2025, is ₹44.1706
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 ₹148.87 crore.
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 1.49%
The Sundaram Global Brand Theme Equity Active FoF was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,235 in 3Y at 23.2267% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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