Sundaram Global Brand Theme Equity Active FoF Growth
Equity
International
Very High Risk
+17.64%
3Y annualised
1M
6M
1Y
3Y
5Y
All
NAV: 19 Feb '26
₹39.59
Min. for SIP
Not Supported
Fund size
₹159.45 Cr
Expense ratio
2.38%
Holdings (1)
Name
Sector
Instruments
Assets
Sundaram Global Brand
Financial
Foreign MF
97.38%
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3Y
5Y
10Y
All
Fund returns
+17.6%
+12.2%
+13.2%
+9.0%
Category average (Equity International)
+23.8%
+11.0%
+11.5%
--
Rank (Equity International)
40
16
6
--
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
02 Mar 2020
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
20 Aug 2009
Exit load of 1% if redeemed within 1 year
01 Aug 2009
Exit load of 1.5% would be charged if investment is redeemed within 12 months.
01 Jun 2009
An entry load of 2.75% for investment less than Rs.1 crore, Exit load of 1.5% would be charged if investment is redeemed within 12 months.
16 Jul 2007
An entry load of 2.75% on investment less than 2 Cr And an exit load of 1.5% would be charged if investment is redeemed within 12 months. An exit load of 1% on each installment of SIP shall be applicable if redeemed within 12
months.
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 Growth
Sundaram Global Brand Theme Equity Active FoF 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 19 Feb 2026 is ₹39.59.
The Sundaram Global Brand Theme Equity Active FoF 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