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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Global Brand Theme - Equity Active FoF - IDCW - Direct Plan
₹40.85 as on 11 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Global Brand Theme - Equity Active FoF - IDCW - Direct Plan | Nippon India Taiwan Equity Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | — |
| Category | FoFs (Overseas) | Equity - Thematic Fund - Global |
| NAV | ₹40.85 (11 Sep 2026) | ₹35.68 (15 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | MSCI AC World Index | Taiwan Capitalization Weighted Stock Index |
| Fund Manager | Shalav Saket | Kinjal Desai |
| Inception | 12 Mar 2013 | 11 Dec 2021 |
| Returns | ||
| 1Y | 35.31% | 112.59% |
| 3Y | 24.36% | 57.12% |
| 5Y | 16.48% | — |
| Since Inception | 17.59% | 30.61% |
| Risk | ||
| 12.82 | 31.43 | |
| 0.38 | 1.18 | |
| 0.97 | 1.51 | |
| 10.27 | 17.51 | |
| 1.84 | 3.42 | |
| -14.14% | -30.55% | |
| Costs | ||
| Expense Ratio | 1.37% | 1.12% |
| Exit Load | Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D | 1% on or before 3M, Nil after 3M |
| Min SIP | — | ₹100 |
| Min Lumpsum | ₹100 | ₹500 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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