Investment Objective
To Achieve Capital Appreciation By Investing In Units Of Sundaram Global Brand Fund, Singaporeas A Feeder Fund.
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At a glance
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Portfolio
As of 24 Sep 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.21% | +1.65% | +14.18% | +8.80% | +14.09% | +18.94% | +12.05% | +14.82% | +11.87% |
Calendar Year Returns vs Benchmark
Comparison with MSCI ACWI TRI Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Sundaram Global Brand Theme Equity Active FoF Regular Plan Growth is a Region Specific - Emerging Markets global fund from Sundaram Asset Management Company Limited, launched on 22 Aug 2007. Its benchmark is the MSCI ACWI TRI Index. The expense ratio is 2.29% a year. It manages ₹174 crore. The NAV was ₹43.19 on 24 Sep 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +14.09% | 10.25% |
| Last 3 years | +18.94% a year | 11.47% |
| Last 5 years | +12.05% a year | 14.05% |
| Last 10 years | +11.87% a year | 13.28% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 6 Oct 2026.
From 2017 to 2026, the fund returned more than the MSCI ACWI TRI Index in 5 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +19.69% | -8.03% | +17.56% | +21.39% | +18.49% | -15.42% | +30.14% | +13.14% | +24.01% | +8.80% |
| Benchmark | +25.08% | -5.63% | +22.34% | +7.25% | +18.73% | -8.58% | +13.45% | +12.88% | +12.97% | +7.17% |
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