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Sundaram Global Brand Theme - Equity Active FoF (IDCW)

FoFs Overseas • OPEN
NAV as of Apr 29, 2026
₹41.37
1 day change
Returns since inception
7.89%
CAGR
AUM (Fund size)
₹148 Cr
NAV: ₹ 41.37
as on Apr 29, 2026
Sundaram Global Brand Theme - Equity Active FoF (IDCW)

Sundaram Global Brand Theme - Equity Active FoF (IDCW) Overview

AUM (Fund size) ₹ 148 Cr
Expense ratio 2.38 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark MSCI ACWI TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 18 yrs 9 m since Jul 16, 2007
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

No Sector Data Available

Top Holdings

Sundaram Global Brand Fund - Master Class 97.18%
TREPS 3.12%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Global Brand Theme - Equity Active FoF (IDCW) 31.30% 17.67% 10.98%

Scheme Information

Sundaram Global Brand Theme - Equity Active FoF (IDCW) was launched on 16/07/2007. The fund manages ₹148 Cr in assets. Its current expense ratio is 2.38%.

Fund Manager: Shalav Saket

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FAQs on Sundaram Global Brand Theme - Equity Active FoF (IDCW)

The current expense ratio of Sundaram Global Brand Theme - Equity Active FoF (IDCW) is 2.38%.

The AUM of Sundaram Global Brand Theme - Equity Active FoF (IDCW) is ₹148 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Global Brand Theme - Equity Active FoF (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹41.37.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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