Sundaram Global Brand Theme Equity Active FoF Fund
Get the latest NAV of Sundaram Global Brand Theme Equity Active FoF Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹41.95
1D
NAV as on 19 Mar 2026
8.89%/per year
Since Inception
▲▼
455 people have invested ₹ 28.1L in Sundaram Global Brand Theme Equity Active FoF Fund in the last three months
Sundaram Global Brand Theme Equity Active FoF Fund Performance vs. Global - Other Index
Fund returns vs Benchmark returns vs Category Average returns as on (19-Mar-26)
The fund has consistently outperformed the benchmark (Global - Other Index) over the last 1Y, 3Y, 5Y time periods.
INDmoney Rank
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IND ranking is not available for this fund.
Sundaram Global Brand Theme Equity Active FoF Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
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Profit
Total Corpus
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Sundaram Global Brand Theme Equity Active FoF Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Global Brand Theme Equity Active FoF Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Sundaram Global Brand Theme Equity Active FoF Fund Holdings Details
as on (28-Feb-26)
Sundaram Global Brand Theme Equity Active FoF Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.49% |
Benchmark | MSCI ACWI NR LCL |
| AUM | ₹157 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0.14% |
| Risk |   Very High Risk |
About Sundaram Global Brand Theme Equity Active FoF Fund
Sundaram Global Brand Theme Equity Active FoF Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Pathanjali Srinivasan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Global Brand Theme Equity Active FoF Fund has ₹157 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.5.
Returns
Sundaram Global Brand Theme Equity Active FoF Fund has given a CAGR return of 8.89% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 19.63%, 18.51% and 12.33% respectively.
Holdings
Sundaram Global Brand Theme Equity Active FoF Fund has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Financial Services, Communication, Consumer Defensive, Industrial. Its top holdings are Sundaram Global Brand Master
Taxation
As it is a global - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Global Brand Theme Equity Active FoF Fund
To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Global Brand Theme Equity Active FoF Fund has no lock in period.
Fund Manager
Pathanjali Srinivasan
Fund Manager of Sundaram Global Brand Theme Equity Active FoF Fund, since 1 April 2024
Compare Sundaram Global Brand Theme Equity Active FoF Fund
Sundaram Global Brand Theme Equity Active FoF Fund
VS
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Frequently Asked Questions for Sundaram Global Brand Theme Equity Active FoF Fund
How do I invest in Sundaram Global Brand Theme Equity Active FoF Fund?
- Download the INDmoney app.
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- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.