Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹42.7604 0.40%
As on 17-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Global Brand Theme - Equity Active FoF - Direct Plan
|
|
Very High
|
loading... |
1.49 |
||
|
|
Very High
|
loading... |
0.22 |
|||
|
|
Very High
|
loading... |
0.60 |
|||
|
|
Very High
|
loading... |
0.24 |
|||
|
|
Very High
|
loading... |
0.73 |
₹157 Cr
1.00 (365)
100
100
100
6
About Sundaram Global Brand Theme - Equity Active FoF - Direct Plan
Sundaram Global Brand Theme - Equity Active FoF - Direct Plan is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on January 03, 2013, it is currently managed by Shalav Saket. The fund has an expense ratio of 1.49% with an overall AUM (Assets Under Management) of ₹157 Cr.
Sundaram Global Brand Theme - Equity Active FoF - Direct Plan invests mainly in the shares of foreign companies listed outside India. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme may invest a greater proportion of assets in emerging markets funds. The fund may pursue a diversified style in terms of country choice, fund selection, sector selection, stock selection, and buy/sell decisions.
Suitability
International funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Global Brand Theme - Equity Active FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Global Brand Theme - Equity Active FoF - Direct Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Sundaram Global Brand Theme - Equity Active FoF - Direct Plan, is ₹42.7604 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Sundaram Global Brand Forgn.MF- |
97.33
|
Over the past five years, Sundaram Global Brand Theme - Equity Active FoF - Direct Plan has delivered an annualised return of 12.17% as of 19-Mar-2026.
The minimum investment required to start investing in Sundaram Global Brand Theme - Equity Active FoF - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.