SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth
NAV
₹42.8330
as of 30 Jul 2026
Expense Ratio
2.38%
AUM
₹143 Cr
Lumpsum returns (CAGR)
- 1Y
- +20.56%
- 3Y
- +15.87%
- 5Y
- +10.98%
- Since Inception
- +7.97%
SIP returns (XIRR)
- 1Y
- +17.69%
- 3Y
- +18.41%
- 5Y
- +16.38%
- Since Inception
- +10.00%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,88,373 today — ₹5,95,000 invested, 13.4% XIRR.
₹5,95,000
Invested
₹11,88,373
Value today
13.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,09,975 today (12.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹19,11,379.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,00,429 today (3.00×).
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, annualised0.91
Sharpe Ratio
—
Alpha
—
Beta
0.89
Sortino
14.82%
Std Dev
-17.84%
Max Drawdown
Portfolio Strategy
This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
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 18 years. It manages assets worth ₹143 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark. The current expense ratio is 2.38%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations