Sundaram Global Brand Fund Direct Plan Growth Option

Very High Risk
Equity
Global - Other

NAV as on Jul 2, 2026

Price per unit of the scheme.

₹ 47.00561.45%1 Day Change

-2.83%

Minimum Investment₹100

Expense Ratio1.26%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Global Brand Fund Direct Plan Growth Option

Equity: Global - Other Average NAV

Topper in Equity: Global - Other

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Global Brand Fund Direct Plan Growth Option

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

MSCI ACWI NR LCL

Expense Ratio

1.26%

Category Avg Expense Ratio

0.79%

Minimum Investment (Lumpsum/SIP)

₹ 100 /₹ 100

Lock In (Years)

No Lock-in

Fund Size

₹ 171.79 Cr(As on May, 2026)

Inception Date

Jan 01, 2013

Turnover

- %

Exit Load

Exit Load: nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable nAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment – nil

ABOUT THE FUND

Objective: To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.

Sundaram Global Brand Fund Direct Plan Growth Option is an Equity - Global - Other fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 02, 2026 is ₹47.01. Its expense ratio is 1.26 %. The fund has an AUM of ₹171.79 Cr.The fund is managed byRohit Seksaria,Ashish Aggarwal,Pathanjali Srinivasan,Shalav Saket.
The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Rohit Seksaria

Lead Fund Manager.

Dec 30, 2017 - Present

Fund Manager Rank--Out of 0
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed12
Total AUM₹ 20,536.00 Cr
Highest Return In 1 Yr23.44 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 125.74

8.44%

7.19%

Very High Risk

₹1,590.29Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 227.01

4.08%

2.35%

Very High Risk

₹1,284.20Cr

Sundaram Equity Savings - Direct Plan - Growth Option

₹ 83.55

2.22%

1.90%

Moderate Risk

₹1,064.37Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 125.74
Fund Size₹1,590.29Cr

Fund Return8.44%

Category Return7.19%

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 227.01
Fund Size₹1,284.20Cr

Fund Return4.08%

Category Return2.35%

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

NAV₹ 83.55
Fund Size₹1,064.37Cr

Fund Return2.22%

Category Return1.90%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Ashish Aggarwal

Lead Fund Manager.

Jan 1, 2022 - Present

Schemes managed9
Total AUM₹ 12,293.14 Cr
Highest Return In 1 Yr23.44 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹ 101.83

6.77%

4.53%

Very High Risk

₹6,690.34Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 125.74

8.44%

7.19%

Very High Risk

₹1,590.29Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹ 102.22

6.75%

6.37%

Very High Risk

₹1,387.62Cr

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV₹ 101.83
Fund Size₹6,690.34Cr

Fund Return6.77%

Category Return4.53%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 125.74
Fund Size₹1,590.29Cr

Fund Return8.44%

Category Return7.19%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV₹ 102.22
Fund Size₹1,387.62Cr

Fund Return6.75%

Category Return6.37%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Pathanjali Srinivasan

Lead Fund Manager.

Apr 1, 2024 - Present

Schemes managed3
Total AUM₹ 6,850.96 Cr
Highest Return In 1 Yr23.44 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Services Direct Growth

₹ 39.42

7.44%

Very High Risk

₹4,717.59Cr

Sundaram Flexi Cap Fund Direct Growth

₹ 15.29

4.36%

4.79%

Very High Risk

₹1,961.58Cr

Sundaram Global Brand Fund Direct Plan Growth Option

₹ 47.01

-2.83%

Very High Risk

₹171.79Cr

Sundaram Services Direct Growth

Very High Risk--

NAV₹ 39.42
Fund Size₹4,717.59Cr

Fund Return7.44%

Category Return--

Sundaram Flexi Cap Fund Direct Growth

Very High Risk--

NAV₹ 15.29
Fund Size₹1,961.58Cr

Fund Return4.36%

Category Return4.79%

Sundaram Global Brand Fund Direct Plan Growth Option

Very High Risk--

NAV₹ 47.01
Fund Size₹171.79Cr

Fund Return-2.83%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Shalav Saket

Lead Fund Manager.

Dec 31, 2025 - Present

Schemes managed16
Total AUM₹ 53,714.61 Cr
Highest Return In 1 Yr23.44 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Consumption Fund Direct Plan - Growth Option

₹ 102.22

6.75%

6.37%

Very High Risk

₹1,387.62Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹ 431.60

5.97%

4.54%

Very High Risk

₹2,806.80Cr

Sundaram Mid Cap - Direct Plan - Growth Option

₹ 1,617.99

3.68%

3.81%

Very High Risk

₹13,686.66Cr

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV₹ 102.22
Fund Size₹1,387.62Cr

Fund Return6.75%

Category Return6.37%

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV₹ 431.60
Fund Size₹2,806.80Cr

Fund Return5.97%

Category Return4.54%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV₹ 1,617.99
Fund Size₹13,686.66Cr

Fund Return3.68%

Category Return3.81%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on May, 2026

EQUITY (97.77%)

DEBT (-%)

CASH (2.23%)

Allocation by Market Cap

No Data For Allocation

Industry Holdings

Consumer Electronics12.96%
Internet Content Information New9.47%
Beverages Soft Drinks9.18%
Software Infrastructure6.62%
Auto Manufacturers6.19%
Internet Retail5.77%

Stock Holdings

No Data For Allocation

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
--
This Fund
VS
--
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
--
This Fund
VS
--
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
--
This Fund
VS
--
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
0.75
This Fund
VS
--
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
1.25
This Fund
VS
--
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
13.72
This Fund
VS
--
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 77,635.36 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 77,635.36 Cr (

As on May 31, 2026

)

Address

Sundaram Towers, Chennai,600 014

FAQs

What is the category of Sundaram Global Brand Fund Direct Plan Growth Option ?

The category of Sundaram Global Brand Fund Direct Plan Growth Option is Equity - Global - Other

What is the current NAV of Sundaram Global Brand Fund Direct Plan Growth Option ?

The current NAV of Sundaram Global Brand Fund Direct Plan Growth Option as on Jul 02, 2026 is ₹47.01

How safe is Sundaram Global Brand Fund Direct Plan Growth Option ?

The risk level of Sundaram Global Brand Fund Direct Plan Growth Option is Very High.

What are short term returns given by Sundaram Global Brand Fund Direct Plan Growth Option ?

The return given by Sundaram Global Brand Fund Direct Plan Growth Option in 1 month is -2.83%, 3 months is 11.63%, 6 months is 6.48%, and 1 year is 23.44%

What are the long term returns given by Sundaram Global Brand Fund Direct Plan Growth Option ?

The return given by Sundaram Global Brand Fund Direct Plan Growth Option in 3 years is 17.81% and 5 years is 11.92%.

What is the expense ratio of Sundaram Global Brand Fund Direct Plan Growth Option ?

The expense ratio of Sundaram Global Brand Fund Direct Plan Growth Option is 1.26%

What is the AUM of Sundaram Global Brand Fund Direct Plan Growth Option ?

The assets under Management (AUM) of Sundaram Global Brand Fund Direct Plan Growth Option is Rs 171.79 crores.

What is the minimum investment in Sundaram Global Brand Fund Direct Plan Growth Option ?

The minimum Lumpsum investment in Sundaram Global Brand Fund Direct Plan Growth Option is ₹100.00 and the minimum SIP investment in Sundaram Global Brand Fund Direct Plan Growth Option is ₹100.00

What is the asset allocation of Sundaram Global Brand Fund Direct Plan Growth Option?

Sundaram Global Brand Fund Direct Plan Growth Option has an exposure of 97.77% in Equity and 2.23% in Cash & Money Market Securities