Insights

Change in Name and Categorization of Sundaram Global Brand Fund

April 30, 2025 . Founders of FundsIndia

Dear Investors,

This is to inform you that, pursuant to SEBI guidelines under the “Framework for Launching of Fund of Fund (FoF) Schemes with Multiple Underlying Funds,” Sundaram Trustee Company Limited has approved a change in the name and categorization of Sundaram Global Brand Fund to align with the updated regulatory framework.

The revised features of the scheme will be effective from April 30, 2025, and are as follows:

Particulars Existing Scheme Features Proposed Scheme Features
Fund Name Sundaram Global Brand Fund Sundaram Global Brand Theme – Equity Active FoF
Category           FoF Overseas FoF – Thematic/Sector based Equity FoF

As per SEBI’s framework, these changes are not considered fundamental changes in the scheme attributes. All other terms and conditions of the Scheme Information Document (SID), Key Information Memorandum (KIM), and Statement of Additional Information (SAI) remain unchanged.

For further details, kindly refer to the attached official notice.

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