Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option

Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option is an equity fund. This fund was started on 12 March, 2013. The fund is managed by Pathanjali Srinivasan. The fund could potentially beat inflation in the long-run.

1. Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option has ₹130 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.5.
   

Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option has given a CAGR return of 8.75% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 24.38%, 20.18% and 14.50% respectively.

Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option 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

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option has no lock in period.