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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Sundaram Global Brand Theme - Equity Active FoF - IDCW | Nippon India Taiwan Equity Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | — |
| Category | FoFs (Overseas) | Equity - Thematic Fund - Global |
| NAV | ₹34.79 (29 Oct 2026) | ₹31.86 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | MSCI AC World Index | Taiwan Capitalization Weighted Stock Index |
| Fund Manager | Shalav Saket | Kinjal Desai |
| Inception | 22 Aug 2007 | 11 Dec 2021 |
| Returns | ||
| 1Y | 9.87% | 85.04% |
| 3Y | 20.02% | 57.87% |
| 5Y | 10.81% | — |
| Since Inception | 7.96% | 28.18% |
| Risk | ||
| 12.94 | 33.97 | |
| 0.34 | 1.21 | |
| 0.92 | 1.38 | |
| 11.79 | 8.99 | |
| 1.74 | 2.93 | |
| -14.20% | -30.55% | |
| Costs | ||
| Expense Ratio | 2.29% | 1.06% |
| 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
Sundaram MF100%
Nippon India …100%
0.0%Only 0.0% of holdings by weight are common between Sundaram MF and Nippon India Taiwan Equity Fund - Growth - Direct Plan, based on each fund's top 20 disclosed holdings, not the full portfolio.
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