Insights into Company

Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW

Sundaram Mutual Fund · Fund of Funds International FoF

Fund of Funds · International FoF Very High risk ★★★★★ Sundaram
₹40.1870
NAV · 19 Oct 2026 +0.04% (1D)
+18.16%3Y annualised
+0.04% 1D

Return calculator

Monthly SIP₹1,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
Loading NAV history…

A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.

Returns and rankings

Name6M1Y3Y5Y
Fund returns+6.3%+8.9%+18.2%+10.9%
Category average (International FoF)+2.2%+10.7%+15.8%+7.6%
Rank (International FoF)9 / 6726 / 6223 / 4811 / 40

Ranked among International FoF funds, Direct plan, IDCW option. 3Y and 5Y are annualised.

Advanced ratios

Volatility (annualised)13.64%
Sharpe0.94
Maximum drawdown-17.74%
Sortino0.88

Calculated from daily NAVs over available history, with a 6.5% risk-free rate.

Minimum investments

Min. for 1st investment₹100
Min. for SIP₹100
Min. for 2nd investment₹100

Exit load, stamp duty and tax

Exit load

Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.

Stamp duty on investment: 0.005% (from 1 July 2020)

Tax implication

Redeemed within 2 years: gains taxed at your income-tax slab rate. After 2 years: gains taxed at 12.5%.

FAQs

How to invest in Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW?

Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.

What kind of returns does Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW provide?

6M: +6.34% · 1Y: +8.86% · 3Y (annualised): +18.16% · 5Y (annualised): +10.94%

What is the NAV of Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW?

₹40.1870 as on 19 Oct 2026.

How risky is Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW?

Its riskometer level is Very High. Over available history its NAV moved 13.6% a year (volatility) and fell at most 17.7% from a peak.

How to redeem Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW?

In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.

Can I invest in SIP and lump sum of Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW?

Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.

How is Sundaram Global Brand Theme-Equity Active FOF Direct-IDCW taxed?

Redeemed within 2 years: gains taxed at your income-tax slab rate. After 2 years: gains taxed at 12.5%.

Fund details

Fund houseSundaram Mutual Fund
CategoryOther Scheme - FoF Overseas
Plan · OptionDirect · IDCW
Risk (riskometer)Very High
Scheme typeOpen Ended
Scheme code119601
ISININF903J01NZ7
Minimum investment₹100
NAV date19 Oct 2026

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