Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW

₹36.3360▲ 1.0310 (2.92%)

Scheme Type

Open Ended Schemes

NAV History

+23.20%

365 data points · Period: 1Y

Returns

CAGR

+2.92%

+0.29%

+2.82%

+29.99%

+14.79%

+10.19%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹12,320

+23.2%

3Y Ago

₹15,148

+51.5%

5Y Ago

₹23,462

+134.6%

Past performance ≠ future results

Fund Analytics

Score: 63.6 / 100

Performance

Total Returns

Simple return over period

+12.73%

CAGR

Compound annual growth rate

+12.73%

Growth of ₹10K

Hypothetical investment value

₹11,273

SIP XIRR

SIP internal rate of return

+5.75%

Risk

Volatility (Ann.)

Std deviation of returns

16.05%LOW

Max Drawdown

Worst peak-to-trough

-11.33%

Sharpe Ratio

Risk-adjusted return

0.42POOR

Sortino Ratio

Downside risk-adjusted return

0.48POOR

Benchmark

Beta

Market sensitivity

0.08DEF

Alpha

Excess return vs benchmark

+7.21%

Tracking Error

Deviation from benchmark

19.64%

Information Ratio

Alpha per unit tracking error

0.37

Treynor Ratio

Return per unit systematic risk

83.06

Capture

Upside Capture

Participation in market gains

19.44%

Downside Capture

Participation in market losses

0.25%

Rolling Returns

1Y Rolling CAGR

Avg 15.4% (-19.8% – 59.8%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+12.7%+0.1%

+7.2%

3Y+15.4%+12.2%

+8.5%

5Y+11.1%+11.0%

+3.9%

Beta

1Y: 0.083Y: 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