Sundaram Global Brand Theme - Equity Active FoF-Dir (G) logo

Sundaram Global Brand Theme Equity Active FoF Direct Growth

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FoFs Overseas

NAV ₹42.11 as on 17 Nov 2025

RiskVery High

Fund Size₹145.02Cr

NAV₹42.11 as on 17 Nov 2025
RiskVery High
Fund Size₹145.02Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Basic Details

Age

12 years 10 months (Since Jan 08, 2013)

Return since Launch

9.01%

Expense ratio

1.49%

Type

OPEN

AUM (Fund Size)

₹145.02

Risk Grade

Very High

Benchmark

MSCI ACWI TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Pathanjali Srinivasan

Experience:

Total Experience (Inc - SAMC) 1.21 (MIRABILIS INVESTMENT TRUST)

Asset Allocation

Currently, data not available

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Sundaram Global Brand Fund - Master Class 97.40%

TREPS 3.50%

Net CA & Others -0.90%

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Scheme Holding Summary

Debt Others

100.00%

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Debt Others

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Global Brand Theme Equity Active FoF Direct Growth is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹42.11.
The Sundaram Global Brand Theme Equity Active FoF Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of 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. .
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Returns and Rankings

Category: Other FoFs Overseas

1Y3Y5YAll
Fund returns25.90%6.82%2.67%0.72%
Category average25.28%6.42%2.32%-
Rank within category212312-

FAQ’s

What kind of returns does Sundaram Global Brand Theme Equity Active FoF Direct Growth provide?

Sundaram Global Brand Theme Equity Active FoF Direct Growth has given a return of 21.90% in the past 3 years.

What is the expense ratio charged by Sundaram Global Brand Theme Equity Active FoF Direct Growth?

The Expense Ratio charged by Sundaram Global Brand Theme Equity Active FoF Direct Growth is 1.49%.

What is the AUM size of Sundaram Global Brand Theme Equity Active FoF Direct Growth?

The AUM size of Sundaram Global Brand Theme Equity Active FoF Direct Growth is ₹145.02Cr.

What is the minimum SIP amount that you can invest in Sundaram Global Brand Theme Equity Active FoF Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Global Brand Theme Equity Active FoF Direct Growth .

What are the top stock holdings of Sundaram Global Brand Theme Equity Active FoF Direct Growth?

The top stock holdings of Sundaram Global Brand Theme Equity Active FoF Direct Growth include

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