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Fund Overview of Sundaram Global Brand Theme - Equity Active Fof Regular-growth
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₹147.6 CrAUM
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₹41.11NAV
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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 | 0.89% | NA | 11.93% |
| 6 Months | 5.16% | NA | 10.64% |
| 1 Year | 31.52% | 31.52% | 23.58% |
| 2 Years | 39.64% | 18.17% | 22.45% |
| 3 Years | 62.94% | 17.67% | 18.12% |
| 5 Years | 67.42% | 10.86% | 11.61% |
| 7 Years | 146.92% | 13.78% | NA |
| 10 Years | 229.65% | 12.67% | 10.64% |
Asset Allocation
equities
97.18%other assets or cash equivalents
2.82%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 ₹147.6 crore as on Tue Mar 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 97.18% in equities, 2.82% in other assets or cash equivalents.Managed by Pathanjali Srinivasan, it has delivered a return of 31.52% in the last year, a total return since inception of 9.08%.
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 Deviation14.24%
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Sharpe Ratio0.84%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
DSP World Gold Fof Direct Plan-growth  |
₹1,769 | -0.34% | -5.73% | 107.87% | 47.21% | 26.45% |
| DSP World Gold Fof Direct Plan-idcw |
₹1,769 | -0.34% | -5.73% | 107.87% | 47.21% | 26.45% |
| DSP World Gold Fof Regular Plan-growth |
₹1,769 | -0.39% | -5.88% | 106.48% | 46.25% | 25.62% |
| DSP World Gold Fof Regular Plan-idcw |
₹1,769 | -0.39% | -5.88% | 106.48% | 46.25% | 25.62% |
Motilal Oswal Nasdaq 100 Fof Direct-growth  |
₹5,987 | 29.22% | 29.72% | 76.04% | 41.50% | 23.59% |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹5,987 | 29.19% | 29.61% | 75.36% | 40.97% | 23.12% |
| Kotak Us Specific Equity Passive Fof Direct-growth |
₹3,592 | 17.60% | 10.07% | 58.00% | 34.44% | 20.49% |
| Motilal Oswal Nasdaq 100 Etf-growth |
₹10,971 | 16.80% | 10.91% | 57.34% | 34.12% | 20.23% |
| Kotak Us Specific Equity Passive Fof Regular-growth |
₹3,592 | 17.56% | 9.97% | 57.42% | 33.94% | 20.02% |
| SBI Us Specific Equity Active Fof Direct-growth |
₹1,113 | 12.02% | 9.04% | 59.06% | 30.68% | 18.45% |
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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₹148 | 9.32% | 1.14% | 5.67% | 32.74% | 18.80% |
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Sundaram Global Brand Theme - Equity Active Fof Regular-idcw
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₹148 | 9.20% | 0.89% | 5.16% | 31.52% | 17.67% |
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Sundaram Global Brand Theme - Equity Active Fof Direct-idcw
|
₹148 | 9.32% | 1.14% | 5.67% | 32.74% | 18.80% |
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 |
₹10,971 | ₹254.20 | 34.12% | 20.23% | 24.28% |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹5,987 | ₹61.36 | 40.97% | 23.12% | - |
| Motilal Oswal Nasdaq 100 Fof Direct-growth |
₹5,987 | ₹63.16 | 41.50% | 23.59% | - |
| Franklin U.s. Opportunities Equity Active Fof Regular-growth |
₹4,408 | ₹87.58 | 24.08% | 10.41% | 16.28% |
| Franklin U.s. Opportunities Equity Active Fof Direct-growth |
₹4,408 | ₹99.69 | 25.26% | 11.49% | 17.38% |
| Franklin U.s. Opportunities Equity Active Fof Regular-idcw |
₹4,408 | ₹87.58 | 24.08% | 10.41% | 16.28% |
| Franklin U.s. Opportunities Equity Active Fof Direct-idcw |
₹4,408 | ₹99.69 | 25.26% | 11.49% | 17.38% |
| Motilal Oswal S&p 500 Index Fund Regular-growth |
₹3,936 | ₹30.47 | 26.09% | 16.78% | - |
| Motilal Oswal S&p 500 Index Fund Direct-growth |
₹3,936 | ₹31.54 | 26.78% | 17.43% | - |
| Kotak Us Specific Equity Passive Fof Regular-growth |
₹3,592 | ₹25.85 | 33.94% | 20.02% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Sundaram Global Brand | Unspecified | 97.38% | ₹155.26 Cr |
| Sundaram Global Brand | Unspecified | 97.33% | ₹153.25 Cr |
| Sundaram Global Brand | Unspecified | 97.40% | ₹152.41 Cr |
| Sundaram Global Brand | Unspecified | 97.55% | ₹145.23 Cr |
| Sundaram Global Brand | Unspecified | 97.18% | ₹143.47 Cr |
| Sundaram Global Brand | Unspecified | 97.40% | ₹141.25 Cr |
| Sundaram Global Brand | Unspecified | 97.40% | ₹141.25 Cr |
| Sundaram Global Brand | Unspecified | 96.10% | ₹133.21 Cr |
| Sundaram Global Brand | Unspecified | 96.10% | ₹133.21 Cr |
| Sundaram Global Brand | Unspecified | 95.75% | ₹120.75 Cr |
| Repo | Unspecified | 4.17% | ₹5.78 Cr |
| Repo | Unspecified | 4.17% | ₹5.78 Cr |
| Repo | Unspecified | 4.52% | ₹5.70 Cr |
| Repo | Unspecified | 3.50% | ₹5.08 Cr |
| Repo | Unspecified | 3.50% | ₹5.08 Cr |
| Repo | Unspecified | 3.14% | ₹4.92 Cr |
| Repo | Unspecified | 3.12% | ₹4.60 Cr |
| Repo | Unspecified | 2.86% | ₹4.56 Cr |
| Repo | Unspecified | 2.84% | ₹4.47 Cr |
| Repo | Unspecified | 2.66% | ₹3.96 Cr |
| Net Payables | Unspecified | -0.17% | ₹-0.27 Cr |
| Net Payables | Unspecified | -0.21% | ₹-0.31 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.34 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.37 Cr |
| Net Payables | Unspecified | -0.27% | ₹-0.37 Cr |
| Net Payables | Unspecified | -0.23% | ₹-0.37 Cr |
| Net Payables | Unspecified | -0.30% | ₹-0.44 Cr |
| Net Payables | Unspecified | -0.54% | ₹-0.85 Cr |
| Net Payables | Unspecified | -0.90% | ₹-1.31 Cr |
| Net Payables | Unspecified | -0.90% | ₹-1.31 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| DSP World Gold Fof Direct Plan-growth |
₹62.09 | 47.21% | 26.45% | - |
| DSP World Gold Fof Direct Plan-idcw |
₹37.17 | 47.21% | 26.45% | - |
| DSP World Gold Fof Regular Plan-growth |
₹57.77 | 46.25% | 25.62% | - |
| DSP World Gold Fof Regular Plan-idcw |
₹35.00 | 46.25% | 25.62% | - |
| Motilal Oswal Nasdaq 100 Fof Direct-growth |
₹63.16 | 41.50% | 23.59% | - |
| Motilal Oswal Nasdaq 100 Fof Regular-growth |
₹61.36 | 40.97% | 23.12% | - |
| Kotak Us Specific Equity Passive Fof Direct-growth |
₹26.38 | 34.44% | 20.49% | - |
| Motilal Oswal Nasdaq 100 Etf-growth |
₹254.20 | 34.12% | 20.23% | - |
| Kotak Us Specific Equity Passive Fof Regular-growth |
₹25.85 | 33.94% | 20.02% | - |
| SBI Us Specific Equity Active Fof Direct-growth |
₹25.15 | 30.68% | 18.45% | - |
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 Tue Mar 31, 2026, Sundaram Global Brand Theme - Equity Active Fof Regular-growth manages assets worth ₹147.6 crore
How has Sundaram Global Brand Theme - Equity Active Fof Regular-growth performed recently?
- 3 Months: 0.89%
- 6 Months: 5.16%
What is the long-term performance of Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
- 3 Years CAGR: 17.67%
- 5 Years CAGR: 10.86%
- Since Inception: 9.08%
What is the portfolio composition of Sundaram Global Brand Theme - Equity Active Fof Regular-growth?
Equity: 97.18%, Others: 2.82%.
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 – 97.38% of the fund's portfolio
- Sundaram Global Brand – 97.33% of the fund's portfolio
- Sundaram Global Brand – 97.40% of the fund's portfolio
- Sundaram Global Brand – 97.55% of the fund's portfolio
- Sundaram Global Brand – 97.18% of the fund's portfolio
Which are the major sectors Sundaram Global Brand Theme - Equity Active Fof Regular-growth focuses on?
- Unspecified – 1,000.00% of the fund's portfolio
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