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Fund Overview of Sundaram Global Brand Theme - Equity Active Fof Regular-growth
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₹171.8 CrAUM
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₹42.96NAV
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2.29%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Global Brand Theme - Equity Active Fof Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.11% | NA | 11.93% |
| 6 Months | 6.84% | NA | 10.64% |
| 1 Year | 26.15% | 26.15% | 23.58% |
| 2 Years | 43.69% | 19.87% | 22.45% |
| 3 Years | 59.91% | 16.94% | 18.12% |
| 5 Years | 72.39% | 11.51% | 11.61% |
| 7 Years | 168.65% | 15.16% | NA |
| 10 Years | 253.38% | 13.45% | 10.64% |
Compare Sundaram Global Brand Theme - Equity Active Fof Regular-growth with other mutual funds in the same category
Sundaram Global Brand Theme - Equity Active Fof Regular-growth
Mirae Asset Nyse Fang+ Etf Fof Direct-growth
Mirae Asset Nyse Fang+ Etf Fof Regular-growth
Asset Allocation
equities
97.77%other assets or cash equivalents
2.23%Sundaram Global Brand Theme - Equity Active Fof Regular-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 24 Aug 2007, the fund aims Long term capital growth. Investment in units of overseas mutual funds & ETFs. It manages assets worth ₹171.8 crore as on Sun May 31, 2026. The expense ratio stands at 2.29%. Fund Manager Manager EducationAbout Sundaram Global Brand Theme - Equity Active Fof Regular-growth
The portfolio allocation consists of 97.77% in equities, 2.23% in other assets or cash equivalents.Managed by Pathanjali Srinivasan, it has delivered a return of 26.15% in the last year, a total return since inception of 9.24%.
Identifying the right best sip plan has a key part for financial planning.
Key Metrics of Sundaram Global Brand Theme - Equity Active Fof Regular-growth
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Standard Deviation13.32%
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Sharpe Ratio0.99%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Mirae Asset Nyse Fang+ Etf Fof Direct-growth  |
₹2,605 | -3.39% | 17.93% | 40.67% | 43.13% | 30.21% |
| Mirae Asset Nyse Fang+ Etf Fof Regular-growth |
₹2,605 | -3.42% | 17.81% | 40.14% | 42.57% | 29.71% |
Motilal Oswal Nasdaq 100 Fof Direct-growth  |
₹8,583 | 1.28% | 52.20% | 82.98% | 39.60% | 26.55% |
| Mirae Asset Nyse Fang+ Etf-growth |
₹4,258 | -1.01% | 20.35% | 32.85% | 36.50% | 26.44% |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹8,583 | 1.25% | 52.09% | 82.29% | 39.09% | 26.08% |
| DSP World Gold Fof Direct Plan-growth |
₹1,679 | -2.01% | -3.90% | 81.81% | 49.36% | 24.71% |
| DSP World Gold Fof Direct Plan-idcw |
₹1,679 | -2.01% | -3.90% | 81.81% | 49.36% | 24.71% |
| DSP World Gold Fof Regular Plan-growth |
₹1,679 | -2.06% | -4.05% | 80.60% | 48.39% | 23.89% |
| DSP World Gold Fof Regular Plan-idcw |
₹1,679 | -2.06% | -4.05% | 80.60% | 48.39% | 23.89% |
| Kotak Us Specific Equity Passive Fof Direct-growth |
₹4,678 | 2.11% | 25.93% | 51.66% | 32.14% | 22.74% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Global Brand Theme - Equity Active Fof Direct-growth
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₹172 | 0.41% | 11.40% | 7.36% | 27.32% | 18.05% |
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Sundaram Global Brand Theme - Equity Active Fof Regular-idcw
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₹172 | 0.33% | 11.11% | 6.84% | 26.15% | 16.94% |
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Sundaram Global Brand Theme - Equity Active Fof Direct-idcw
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₹172 | 0.41% | 11.40% | 7.36% | 27.32% | 18.05% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Motilal Oswal Nasdaq 100 Etf-growth |
₹14,174 | ₹276.53 | 31.35% | 22.41% | 25.09% |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹8,583 | ₹68.33 | 39.09% | 26.08% | - |
| Motilal Oswal Nasdaq 100 Fof Direct-growth |
₹8,583 | ₹70.35 | 39.60% | 26.55% | - |
| Franklin U.s. Opportunities Equity Active Fof Regular-growth |
₹5,939 | ₹92.52 | 22.58% | 11.53% | 16.77% |
| Franklin U.s. Opportunities Equity Active Fof Direct-growth |
₹5,939 | ₹105.43 | 23.75% | 12.62% | 17.88% |
| Franklin U.s. Opportunities Equity Active Fof Regular-idcw |
₹5,939 | ₹92.52 | 22.58% | 11.53% | 16.77% |
| Franklin U.s. Opportunities Equity Active Fof Direct-idcw |
₹5,939 | ₹105.43 | 23.75% | 12.62% | 17.88% |
| Kotak Us Specific Equity Passive Fof Regular-growth |
₹4,678 | ₹28.50 | 31.65% | 22.27% | - |
| Kotak Us Specific Equity Passive Fof Direct-growth |
₹4,678 | ₹29.10 | 32.14% | 22.74% | - |
| Motilal Oswal S&p 500 Index Fund Direct-growth |
₹4,580 | ₹32.76 | 25.41% | 18.35% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Sundaram Global Brand | Unspecified | 97.77% | ₹167.96 Cr |
| Repo | Unspecified | 2.46% | ₹4.23 Cr |
| Net Payables | Unspecified | -0.23% | ₹-0.40 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Mirae Asset Nyse Fang+ Etf Fof Direct-growth |
₹40.30 | 43.13% | 30.21% | - |
| Mirae Asset Nyse Fang+ Etf Fof Regular-growth |
₹39.50 | 42.57% | 29.71% | - |
| Motilal Oswal Nasdaq 100 Fof Direct-growth |
₹70.35 | 39.60% | 26.55% | - |
| Mirae Asset Nyse Fang+ Etf-growth |
₹160.69 | 36.50% | 26.44% | - |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹68.33 | 39.09% | 26.08% | - |
| DSP World Gold Fof Direct Plan-growth |
₹61.31 | 49.36% | 24.71% | - |
| DSP World Gold Fof Direct Plan-idcw |
₹36.70 | 49.36% | 24.71% | - |
| DSP World Gold Fof Regular Plan-growth |
₹57.00 | 48.39% | 23.89% | - |
| DSP World Gold Fof Regular Plan-idcw |
₹34.53 | 48.39% | 23.89% | - |
| Kotak Us Specific Equity Passive Fof Direct-growth |
₹29.10 | 32.14% | 22.74% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Global Brand Theme - Equity Active Fof Regular-growth
What is the current AUM of Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
As of Sun May 31, 2026, Sundaram Global Brand Theme - Equity Active Fof Regular-growth manages assets worth ₹171.8 crore
How has Sundaram Global Brand Theme - Equity Active Fof Regular-growth performed recently?
- 3 Months: 11.11%
- 6 Months: 6.84%
What is the long-term performance of Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
- 3 Years CAGR: 16.94%
- 5 Years CAGR: 11.51%
- Since Inception: 9.24%
What is the portfolio composition of Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
Equity: 97.77%, Others: 2.23%.
Who manages Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
Sundaram Global Brand Theme - Equity Active Fof Regular-growth is managed by Pathanjali Srinivasan from Sundaram Mutual Fund.
Which are the top companies Sundaram Global Brand Theme - Equity Active Fof Regular-growth has invested in?
- Sundaram Global Brand – 97.77% of the fund's portfolio
- Repo – 2.46% of the fund's portfolio
- Net Payables – -0.23% of the fund's portfolio
Which are the major sectors Sundaram Global Brand Theme - Equity Active Fof Regular-growth focuses on?
- Unspecified – 100.00% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
