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Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Fund of Funds-Overseas Open Ended Scheme
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NAV
₹ 35.4198 ₹ 0.01 (0.02 %)
as on 02-06-2026
Asset Size (AUM)
162.25 Cr
Launch Date
Aug 24, 2007
Invest in this scheme
Investment Objective
To achieve capital appreciation by investing in units of Sundaram Global Brand Fund - Master Class, Singapore as a feeder fund. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Trustees or Asset management Company.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Aug 24, 2007
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7.67

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.29%
Volatility
15.74 %
Fund House
Sundaram Mutual Fund
Fund Manager
Shalav Saket
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable nAV will be charged.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW
Performance

Scheme Performance (%)

Data as on - 03-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 24-08-2007 23.93 17.78 17.2 10.94 12.25
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings