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SCHEME OVERVIEW

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

(Erstwhile Sundaram Global Advantage Fund Dividend)

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Category: Fund of Funds-Overseas
Launch Date: 24-08-2007
Asset Class: Equity
Benchmark: BSE India Bond Index
Expense Ratio: 2.38% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 123 Cr As on (30-06-2025)
Turn over:
NAV as on 24-10-2025

32.9711

0.12 (0.3652%)

CAGR Since Inception

7.51%

BSE India Bond Index 11.53%

PERFORMANCE of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Scheme Performance (%) Data as on - 27-10-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 25.11 22.04 13.74 11.28 7.51
Benchmark - - - - -
Fund of Funds-Overseas 26.51 24.53 12.93 10.32 12.24

Yearly Performance (%)

Nav Movement

Fund Managers

FM - Mr. Patanjali Srinivasan

Investment Objective

To achieve capital appreciation by investing in units of Sundaram Global Brand Fund - Master Class, Singapore as a feeder fund. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Trustees or Asset management Company.

RETURNS CALCULATOR for Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 15.74 0.15 - - - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 24-08-2007 25.11 22.85 22.04 13.74 11.28
DSP World Gold Mining Overseas Equity Omni FoF - Regular Plan - Growth 14-09-2007 77.37 60.52 47.7 15.8 16.59
Mirae Asset NYSE FANG and ETF Fund of Fund Regular Growth 10-05-2021 74.28 66.52 64.22 0.0 0.0
Invesco India - Invesco Global Consumer Trends Fund of Fund - Growth 05-12-2020 61.47 47.75 30.65 0.0 0.0
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 52.82 46.47 38.33 0.0 0.0
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth 05-11-2018 46.04 43.73 38.39 22.97 0.0
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund - Regular Plan - Growth 29-09-2022 44.74 43.8 40.72 0.0 0.0
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 06-12-2021 42.82 42.31 42.43 0.0 0.0
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Regular Plan - Growth 05-09-2022 39.92 21.46 12.96 0.0 0.0
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 38.1 40.88 38.08 17.52 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)