Sundaram Global Brand Theme - Equity Active FoF Direct Plan Growth Option
Very High Risk
Equity
NAV as of Jun 27, 2025
₹37.74
1.13%1D Change
Returns since inception
8.34%p.a.
Very High Risk
Equity
NAV as of Jun 27, 2025
₹37.74
1.13%1D Change
Returns since inception
8.34%p.a.
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Growth Option
Very High Risk|Equity
NAV as of Jun 27, 2025
₹37.74
1.13%1D
Returns since inception
8.34%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio1.49%
- Exit Load1% within 365 days
- AUM (Fund size)₹117.67 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
96.19%
Debt
0%
Others
3.81%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Sundaram Global Brand Master | 95.67% |
| Treps | 4.78% |
| Cash And Other Net Current Assets | 0.45% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Europe Dynamic ... | ₹ 110 Cr | ₹26.67 | 1.17% | Very High |
| Aditya Birla Sun Life Int... | ₹ 207 Cr | ₹43.93 | 0.50% | Very High |
| Edelweiss US Technology E... | ₹ 2,737 Cr | ₹30.23 | 1.16% | Very High |
| Edelweiss Greater China E... | ₹ 1,820 Cr | ₹47.58 | 0.03% | Very High |
NAV History - SUNDARAM GLOBAL BRAND FUND - DIRECT GROWTH
FUND | SUNDARAM GLOBAL BRAND FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 27, 2025) | ₹37.74 |
| Class | Equity | International- Global Other |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Pathanjali Srinivasan |
FUND | SUNDARAM GLOBAL BRAND FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM GLOBAL BRAN... | 0.92% | 4.25% | 5.28% | 4.49% | 12.66% | 17.96% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,206 ₹
Min investment of ₹100 required
