August 13, 2025
RA Jainee
Sundaram Global Brand Theme-Equity Active FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 39.3469
NAV IDCW: Rs 34.9928
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.
Fund Manager:
1) Pathanjali Srinivasan
Education: Mr. Srinivasan has done B.Com and CA
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Mirabilis Investment Trust
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Global Brand Theme-Equity Active FoF
| Fund House | Sundaram Mutual Fund |
| Launch Date | 03-Jan-13 |
| Return Since Launch | 8.88% |
| Benchmark | MSCI All Country World TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 126 Cr |
| (As on 31-Jul-2025) | |
| Expense | 1.49% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Sundaram Global Brand Theme-Equity Active Fund oF Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Global Brand Theme – Equity Active FoF Dir | 10.84 | -0.56 | 2.70 | 11.44 | 4.35 | 22.72 | 16.79 | 14.31 | 12.17 | 11.70 |
| BSE 500 TRI* | 1.58 | -0.24 | -2.84 | 0.71 | 8.47 | -1.00 | 15.02 | 20.64 | 14.01 | 13.78 |
Peer Comparison of Sundaram Global Brand Theme-Equity Active Fund oF Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Global Brand Theme – Equity Active FoF Dir | Unrated | 22.72 | 16.79 | 14.31 | 1.49 | 126 | 8.88 | 1.00 (365) | 12Y 7M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 32.00 | 23.39 | 19.56 | 0.21 | 5,775 | 24.18 | 1.00 (15) | 6Y 8M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 23.26 | 18.24 | 13.03 | 0.58 | 4,223 | 17.63 | 1.00 (365) | 12Y 7M | 2.44 |
| Kotak Nasdaq 100 FOF Dir | Unrated | 33.72 | 24.84 | — | 0.25 | 3,528 | 17.99 | — | 4Y 6M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 40.12 | 25.48 | 17.67 | 0.71 | 3,222 | 23.21 | 1.00 (90) | 5Y 5M | — |
Chanakya’s Mutual Fund Guidance For Sundaram Global Brand Theme-Equity Active FoF
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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