Sundaram Global Brand Theme Equity Active FoF Direct Growth

Equity
International
Very High Risk
+22.04%
3Y annualised
-0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Dec 2025
₹43.71
Rating
NA
Min. SIP amount
₹100
Fund size
₹148.87Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (1)

NameSectorInstrumentAssets
Sundaram Global Brand
FinancialForeign MF97.40%

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity International
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns22.0%14.6%13.6%9.5%
Category average22.3%11.2%11.2%NA
Rank with in category29128NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.49%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Fund management

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.

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity International

Pros

5Y and 10Y annualised returns higher than category average

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 1.49%

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