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Sundaram Global Brand Theme - Equity Active FoF(IDCW) Direct IDCW

IDCW
32.850.86% (-0.29)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Other

FoFs (Overseas)

Small-size Fund

Assets Under Mgmt: ₹ 109 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Other

FoFs (Overseas)

Small-size Fund

Assets Under Mgmt: ₹ 109 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Performance & Key Metrics

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.490.77
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.034.160.63

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Scheme InfoSundaram Global Brand Theme - Equity Active FoF(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
MSCI AC World Index

About FoFs (Overseas)

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Peers

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Overseas)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Global Brand Theme - Equity Active FoF(IDCW)14.08%19.40%7.27%
Franklin U.S. Opportunities Equity Active FOF(IDCW)10.67%24.23%17.19%
DSP Global Innovation FoF(IDCW Reinvst)13.17%27.25%15.50%
SBI US Specific Equity Active FoF(IDCW-Payout)10.18%21.24%14.66%

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Returns Comparison

Compare Sundaram Global Brand Theme - Equity Active FoF(IDCW) with any MF, ETF, stock or index
Compare Sundaram Global Brand Theme - Equity Active FoF(IDCW) with any MF, ETF, stock or index
Sundaram Global Brand Theme - Equity Active FoF(IDCW)
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Sundaram Global Brand Theme - Equity Active FoF(IDCW) Portfolio

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Asset Allocation

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsMutual Funds4.33%95.67%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Sector Distribution

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Sector Distribution

MiscellaneousOthers4.78 %95.22 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Sector Weightage

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2596.20%97.52%97.92%96.23%95.93%95.22%
Others as a % of total holdings for last six quarters
Tickertape Separator

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Current Holdings

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram Global Brand Theme - Equity Active FoF(IDCW)

AMC Profile of Sundaram Global Brand Theme - Equity Active FoF(IDCW)

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 70,239.78 Cr.

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Details

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Details

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Profile

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Profile

Patanjali Srinivasan

AUM:  ₹8,082.03 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 3yrs

Qualification

CA,B.com

Past Experience

More than three years of experience in Equity Research

Funds Managed (16)
13.03%
13.03%
18.23%
18.23%
2.38%
2.38%
14.08%
14.08%
19.40%
19.40%
1.49%
1.49%
13.03%
13.03%
18.23%
18.23%
2.38%
2.38%
14.08%
14.08%
19.40%
19.40%
1.49%
1.49%

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Performance (0)

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Manager Performance (0)

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Sundaram Global Brand Theme - Equity Active FoF(IDCW) Tax Implications

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Sundaram Global Brand Theme - Equity Active FoF(IDCW) Review & Opinions

Sundaram Global Brand Theme - Equity Active FoF(IDCW) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The current NAV of Sundaram Global Brand Theme - Equity Active FoF(IDCW) is ₹32.85, as of 17th June 2025.

  2. What are the returns of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The Sundaram Global Brand Theme - Equity Active FoF(IDCW) was launched on 12th March 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 14.08%
    • 3 Year Returns: 19.40%
    • 5 Year Returns: 13.51%

  3. What are the top 5 sectoral holdings of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The top sectors Sundaram Global Brand Theme - Equity Active FoF(IDCW) has invested in are as follows:
    • Others | 95.22%
    • Miscellaneous | 4.78%
    This data is as on 17th June 2025.

  4. What are the top 5 holdings of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The top 5 holdings for Sundaram Global Brand Theme - Equity Active FoF(IDCW) are as follows:
    • Sundaram Global Brand Fund - Master Class | 95.67%
    • TREPS | 4.78%
    • Cash and Other Net Current Assets | -0.45%
    This data is as on 17th June 2025.

  5. What is the asset allocation of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The asset allocation for Sundaram Global Brand Theme - Equity Active FoF(IDCW) is as follows:
    • Mutual Funds | 95.67%
    • Cash & Equivalents | 4.33%
    This data is as on 17th June 2025.

  6. What is the AUM of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The AUM (i.e. assets under management) of Sundaram Global Brand Theme - Equity Active FoF(IDCW) is ₹109.52 Cr as of 17th June 2025.

  7. What is the expense ratio of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The expense ratio of Sundaram Global Brand Theme - Equity Active FoF(IDCW) Plan is 1.49 as of 17th June 2025.

  8. What is the volatility or standard deviation of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The volatility or standard deviation for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 15.51

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The Sharpe ratio for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 0.77

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of Sundaram Global Brand Theme - Equity Active FoF(IDCW)?

    The Sortino Ratio for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 0.08

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.