SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth
NAV
₹42.9616
as of 16 Jun 2026
Expense Ratio
2.38%
AUM
₹155 Cr
Lumpsum returns (CAGR)
- 1Y
- +27.29%
- 3Y
- +16.93%
- 5Y
- +11.56%
- Since Inception
- +8.04%
SIP returns (XIRR)
- 1Y
- +23.56%
- 3Y
- +20.01%
- 5Y
- +17.04%
- Since Inception
- +10.13%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,13,000
Invested
₹3,18,026
Value today
10.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹4,237
Value today
8.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹11,30,000
Withdrawn
₹10,56,255
Corpus left
+₹11,86,255 net gain — withdrew ₹11,30,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹24,39,446
Value today
-4.0%
vs lumpsum
Direct lumpsum would have beaten STP by 4.0% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,97,994
Value today
3.0×
Multiple
Staying invested through that crash turned ₹1L into ₹2,97,994 — a 3.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised1.18
Sharpe Ratio
—
Alpha
—
Beta
1.15
Sortino
14.67%
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
Thinking about SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FoF · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Compare with Similar Funds
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 ₹155 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