Other
●
FoFs Overseas
Current NAV
₹39.20
Expense Ratio
2.13%
Min SIP
₹100
Fund Size
₹139Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Alpha
1.11%
Beta
0.30
Sharpe Ratio
0.352382
Risk
22.22%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(27.25)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Patanjali Srinivasan
Sundaram Global Brand Theme - Equity Active FoFTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Ans.
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Ans. The Sundaram Global Brand Theme - Equity Active FoF has an AUM of ₹138.62 Cr as on 10/30/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.39%. The risk is Very High against the category average of 70.17.
Ans. FoFs Domestic are not tax-free. (Mutual fund taxation depends on the scheme type and investment holding period. For Fund of Funds (FoFs), which do not meet the criteria of equity funds (funds that invest at least 65% of the corpus in Indian stocks), the taxation is different. For units sold within the defined short-term holding period, STCG (Short Term Capital Gains) Tax is applicable and taxed at the applicable slab rate. For units held beyond the defined long-term holding period, LTCG (Long Term Capital Gains) is taxed at 12.5% without indexation benefit for transfers after 23rd July 2024.
Ans. There is no lock-in period applicable on Sundaram Global Brand Theme - Equity Active FoF.
Ans. The expense ratio of Sundaram Global Brand Theme - Equity Active FoF is 2.13%.