Sundaram Global Brand Theme Equity Active FoF Direct Growth

Sundaram Global Brand Theme Equity Active FoF Direct Growth

Equity
International
Very High Risk
+21.72%
3Y annualised
+0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹44.43
Min. SIP amount
Not Supported
Fund size
₹156.48 Cr
Expense ratio
1.49%

Holdings (1)

NameSectorInstrumentsAssets
Sundaram Global BrandFinancialForeign MF97.40%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+21.7%+14.4%+14.9%+9.7%
Category average (Equity International)+23.8%+11.0%+11.5%--
Rank (Equity International)31138--

Exit load, stamp duty and tax

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Check past data

Fund management

SS
Shalav Saket
Dec 2025 - Present
View details

Education
MBA, B-Tech, CFA
Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

About Sundaram Global Brand Theme Equity Active FoF Direct Growth

Sundaram Global Brand Theme Equity Active FoF Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Shalav Saket is the Current Fund Manager of Sundaram Global Brand Theme Equity Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹44.43. The Sundaram Global Brand Theme Equity Active FoF Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. ;

Investment Objective

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 benchmarkMSCI All Country World Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,