Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option
Get the latest NAV of Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option. 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.
₹35.77
1D
NAV as on 12 Mar 2026
8.81%/per year
Since Inception
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6 people have invested ₹ 1.1K in Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option in the last three months
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option Performance vs. Global - Other Index
Fund returns vs Benchmark returns vs Category Average returns as on (12-Mar-26)
The fund has consistently outperformed the benchmark (Global - Other Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option 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 Direct Plan Payout Inc Dist cum Cap Wdrl option Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option Holdings Details
as on (28-Feb-26)
Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option 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 | 12 March, 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 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.
Key Parameters
- Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option 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 Direct Plan Payout Inc Dist cum Cap Wdrl option has given a CAGR return of 8.81% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 18.94%, 19.34% and 12.58% respectively.
Holdings
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
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 Direct Plan Payout Inc Dist cum Cap Wdrl option
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 Direct Plan Payout Inc Dist cum Cap Wdrl option has no lock in period.
Fund Manager
Pathanjali Srinivasan
Fund Manager of Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option, since 1 April 2024
Frequently Asked Questions for Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option
How do I invest in Sundaram Global Brand Theme - Equity Active FoF Direct Plan Payout Inc Dist cum Cap Wdrl option?
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