SS
Shalav SaketLead
Since Dec 2025
AUM managed
₹61,807.71Cr
Tenure
Since Dec 2025
Funds
18
Sundaram Glbl Brnd Thm Eq Actv FoF Gr
FoF (Overseas/Domestic)Sundaram Mutual Fund
NAV
₹43.84
-0.32% today
AUM
₹169.96 Cr
Fund size
Expense
2.08%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkMSCI ACWI NR LCL (100%)
Number of holdings0
Inception22 Aug 2007
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.99
Standard deviation15.59%
Sortino ratio1.73
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Sundaram Glbl Brnd Thm Eq Actv FoF Gr
Sundaram Glbl Brnd Thm Eq Actv FoF Gr is an open-ended FoF (Overseas/Domestic) mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹43.84 per unit and the scheme manages ₹169.96 Cr in assets under management. The fund charges an expense ratio of 2.08% and is benchmarked against MSCI ACWI NR LCL (100%). Over the trailing 5 years, Sundaram Glbl Brnd Thm Eq Actv FoF Gr has delivered +11.66% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Sundaram Glbl Brnd Thm Eq Actv FoF Gr returns
| Period | Fund |
|---|---|
| 1 month | -0.92% |
| 3 months | +2.12% |
| 6 months | +14.14% |
| 1 year | +18.10% |
| 3 years | +17.72% |
| 5 years | +11.66% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +1.01% |
| 6 months | +10.11% |
| 1 year | +21.76% |
| 3 years | +64.83% |
| 5 years | +68.39% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Glbl Brnd Thm Eq Actv FoF Gr — frequently asked questions
What is the NAV of Sundaram Glbl Brnd Thm Eq Actv FoF Gr?
The latest net asset value (NAV) of Sundaram Glbl Brnd Thm Eq Actv FoF Gr is ₹43.84 per unit, -0.32% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Glbl Brnd Thm Eq Actv FoF Gr delivered?
Sundaram Glbl Brnd Thm Eq Actv FoF Gr has returned +11.66% over the trailing 5 years (1 year: +18.10%, 3 years: +17.72%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Glbl Brnd Thm Eq Actv FoF Gr?
Sundaram Glbl Brnd Thm Eq Actv FoF Gr charges an expense ratio of 2.08% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Glbl Brnd Thm Eq Actv FoF Gr?
SEBI's riskometer classifies Sundaram Glbl Brnd Thm Eq Actv FoF Gr as Very High Risk, which is typical for a FoF (Overseas/Domestic) scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Glbl Brnd Thm Eq Actv FoF Gr?
You can start a SIP in Sundaram Glbl Brnd Thm Eq Actv FoF Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Glbl Brnd Thm Eq Actv FoF Gr?
Sundaram Glbl Brnd Thm Eq Actv FoF Gr is managed by Sundaram Mutual Fund, holds ₹169.96 Cr in assets under management and invests across 0 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- FoF (Overseas/Domestic)
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF903J01EX1
- Scheme code
- FSUSA08GXV
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