Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Regular Growth

₹43.4534▼ 0.0532 (0.12%)

Scheme Type

Open Ended Schemes

NAV History

+39.98%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹13,998

+40.0%

3Y Ago

₹17,334

+73.3%

5Y Ago

₹26,122

+161.2%

Past performance ≠ future results

Fund Analytics

Score: 64.3 / 100

Performance

Total Returns

Simple return over period

+31.87%

CAGR

Compound annual growth rate

+31.87%

Growth of ₹10K

Hypothetical investment value

₹13,187

SIP XIRR

SIP internal rate of return

+30.18%

Risk

Volatility (Ann.)

Std deviation of returns

11.95%LOW

Max Drawdown

Worst peak-to-trough

-7.31%

Sharpe Ratio

Risk-adjusted return

2.17GOOD

Sortino Ratio

Downside risk-adjusted return

3.53GOOD

Benchmark

Beta

Market sensitivity

0.15DEF

Alpha

Excess return vs benchmark

+27.14%

Tracking Error

Deviation from benchmark

15.64%

Information Ratio

Alpha per unit tracking error

1.73

Treynor Ratio

Return per unit systematic risk

177.20

Capture

Upside Capture

Participation in market gains

30.03%

Downside Capture

Participation in market losses

-12.08%

Rolling Returns

1Y Rolling CAGR

Avg 14.1% (-20.9% – 38.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+31.9%-2.7%

+27.1%

3Y+19.0%+10.0%

+12.4%

5Y+12.6%+10.4%

+5.6%

Beta

1Y:0.153Y:0.165Y:0.24

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,17,271

Total Value

₹5,17,271

*Based on historical CAGR. Projections are illustrative, not guaranteed