Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Direct Growth

₹47.9589▼ 0.0576 (0.12%)

Scheme Type

Open Ended Schemes

NAV History

+42.03%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹14,203

+42.0%

3Y Ago

₹18,183

+81.8%

5Y Ago

₹27,911

+179.1%

Past performance ≠ future results

Fund Analytics

Score: 64.4 / 100

Performance

Total Returns

Simple return over period

+33.10%

CAGR

Compound annual growth rate

+33.10%

Growth of ₹10K

Hypothetical investment value

₹13,310

SIP XIRR

SIP internal rate of return

+31.41%

Risk

Volatility (Ann.)

Std deviation of returns

11.96%LOW

Max Drawdown

Worst peak-to-trough

-7.19%

Sharpe Ratio

Risk-adjusted return

2.27GOOD

Sortino Ratio

Downside risk-adjusted return

3.70GOOD

Benchmark

Beta

Market sensitivity

0.15DEF

Alpha

Excess return vs benchmark

+28.37%

Tracking Error

Deviation from benchmark

15.64%

Information Ratio

Alpha per unit tracking error

1.81

Treynor Ratio

Return per unit systematic risk

184.61

Capture

Upside Capture

Participation in market gains

30.83%

Downside Capture

Participation in market losses

-12.79%

Rolling Returns

1Y Rolling CAGR

Avg 15.4% (-19.8% – 39.6%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+33.1%-2.7%

+28.4%

3Y+20.2%+10.0%

+13.5%

5Y+13.8%+10.4%

+6.8%

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

₹2,48,341

Total Value

₹5,48,341

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