Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Regular Growth

₹39.2850▲ 1.1138 (2.92%)

Scheme Type

Open Ended Schemes

NAV History

+28.70%

365 data points · Period: 1Y

Returns

CAGR

+2.92%

+0.20%

+2.81%

+36.53%

+15.96%

+10.36%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹12,870

+28.7%

3Y Ago

₹15,306

+53.1%

5Y Ago

₹23,405

+134.0%

Past performance ≠ future results

Fund Analytics

Score: 64.6 / 100

Performance

Total Returns

Simple return over period

+18.42%

CAGR

Compound annual growth rate

+18.42%

Growth of ₹10K

Hypothetical investment value

₹11,842

SIP XIRR

SIP internal rate of return

+11.98%

Risk

Volatility (Ann.)

Std deviation of returns

15.04%LOW

Max Drawdown

Worst peak-to-trough

-11.36%

Sharpe Ratio

Risk-adjusted return

0.83AVG

Sortino Ratio

Downside risk-adjusted return

1.04AVG

Benchmark

Beta

Market sensitivity

0.06DEF

Alpha

Excess return vs benchmark

+12.75%

Tracking Error

Deviation from benchmark

19.01%

Information Ratio

Alpha per unit tracking error

0.67

Treynor Ratio

Return per unit systematic risk

216.48

Capture

Upside Capture

Participation in market gains

18.74%

Downside Capture

Participation in market losses

-7.29%

Rolling Returns

1Y Rolling CAGR

Avg 14.8% (-20.9% – 58.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+18.4%+0.1%

+12.8%

3Y+16.6%+12.2%

+9.7%

5Y+11.2%+11.0%

+4.1%

Beta

1Y: 0.063Y: 0.155Y: 0.23

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

₹1,48,408

Total Value

₹4,48,408

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