SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth
NAV
₹43.0347
as of 28 Sept 2026
Expense Ratio
2.29%
AUM
₹163 Cr
Lumpsum returns (CAGR)
- 1Y
- +14.48%
- 3Y
- +18.66%
- 5Y
- +11.69%
- Since Inception
- +7.93%
SIP returns (XIRR)
- 1Y
- +11.67%
- 3Y
- +17.03%
- 5Y
- +15.96%
- Since Inception
- +9.91%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,99,372 today — ₹6,00,000 invested, 13.4% XIRR.
₹6,00,000
Invested
₹11,99,372
Value today
13.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,04,679 today (11.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹18,47,422.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹3,04,611 today (3.05×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.81
Sharpe Ratio
—
Alpha
—
Beta
0.80
Sortino
14.80%
Std Dev
-14.38%
Max Drawdown
Performance Comparison
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Fund Details
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What this fund does
SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth by Sundaram Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.
About This Fund
SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹163 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark. The current expense ratio is 2.29%.