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sundaram global brand fund direct plan growth option
Sundaram Global Brand Fund Direct Plan Growth Option

Sundaram Global Brand Fund Direct Plan Growth Option

  • Very High Risk
  • Equity
  • Global - Other
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NAV as on Nov 25, 2025
i
Price per unit of the scheme.
₹ 42.50790.72%1 Day Change
0.65%
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 Methodologyi
i

RISK-O-METER

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

bt_logoFUND 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.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Global Brand Fund Direct Plan Growth Option
VS
Equity: Global - Other Average NAV
    Topper in Equity: Global - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN 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

    bt_logoFUND SUMMARY

    Benchmark
    MSCI ACWI NR LCL
    Expense Ratio
    1.26%
    Category Avg Expense Ratio
    0.80%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 145.02 Cr(As on Oct, 2025)
    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    Exit Load: nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable nAV will be charged.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

    bt_logoABOUT 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 onNov 25, 2025 is ₹42.51. Its expense ratio is 1.26 %. The fund has an AUM of ₹145.02 Cr.The fund is managed byRohit Seksaria,Ashish Aggarwal,Pathanjali Srinivasan.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Rohit Seksaria
    Rohit Seksaria
    i
    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 managed10
    • Total AUM₹ 16,558.15 Cr
    • Highest Return In 1 Yr24.42 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 124.77
    3.71%
    3.27%
    Very High Risk
    ₹1,601.05Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.51
    1.89%
    -0.27%
    Very High Risk
    ₹1,480.99Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 84.46
    0.97%
    0.38%
    Moderate Risk
    ₹1,171.27Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 124.77
    • Fund Size₹1,601.05Cr
    Fund Return3.71%
    Category Return3.27%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.51
    • Fund Size₹1,480.99Cr
    Fund Return1.89%
    Category Return-0.27%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 84.46
    • Fund Size₹1,171.27Cr
    Fund Return0.97%
    Category Return0.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashish Aggarwal
    Ashish Aggarwal
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed9
    • Total AUM₹ 12,757.47 Cr
    • Highest Return In 1 Yr24.42 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 100.30
    1.61%
    -0.26%
    Very High Risk
    ₹6,997.72Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 124.77
    3.71%
    3.27%
    Very High Risk
    ₹1,601.05Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 110.65
    -0.85%
    -1.43%
    Very High Risk
    ₹1,642.98Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 100.30
    • Fund Size₹6,997.72Cr
    Fund Return1.61%
    Category Return-0.26%
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 124.77
    • Fund Size₹1,601.05Cr
    Fund Return3.71%
    Category Return3.27%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 110.65
    • Fund Size₹1,642.98Cr
    Fund Return-0.85%
    Category Return-1.43%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pathanjali Srinivasan
    Pathanjali Srinivasan
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 6,948.37 Cr
    • Highest Return In 1 Yr24.42 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Services Direct Growth
    --
    ₹ 39.64
    1.14%
    -%
    Very High Risk
    ₹4,673.56Cr
    Sundaram Flexi Cap Fund Direct Growth
    --
    ₹ 16.10
    1.64%
    0.67%
    Very High Risk
    ₹2,129.78Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 42.51
    0.65%
    -%
    Very High Risk
    ₹145.02Cr
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 39.64
    • Fund Size₹4,673.56Cr
    Fund Return1.14%
    Category Return--
    Sundaram Flexi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.10
    • Fund Size₹2,129.78Cr
    Fund Return1.64%
    Category Return0.67%
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 42.51
    • Fund Size₹145.02Cr
    Fund Return0.65%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (97.40%)
    DEBT (-%)
    CASH (2.60%)
    Allocation by Market Cap

    No Data For Allocation

    Industry Holdings
    • -%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE 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.
      ----

    bt_logoHISTORICAL 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.
      1.23
      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.
      2.25
      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.
      12.56
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 77,321.53 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    investor.helpdesk@hdfcbank.com
    aum
    AUM
    ₹ 77,321.53 Cr (
    As on Oct 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    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 Nov 25, 2025 is ₹42.51
    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 0.65%, 3 months is 7.38%, 6 months is 18.74%, and 1 year is 24.42%
    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 21.21% and 5 years is 13.68%.
    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 145.02 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 97.40% in Equity and 2.60% in Cash & Money Market Securities

    bt_logoCALCULATORS

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