Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Direct Growth

₹46.8312▼ 0.5827 (1.23%)

Scheme Type

Open Ended Schemes

NAV History

+33.39%

365 data points · Period:1Y

Returns

CAGR

-1.23%

-0.85%

-0.37%

+23.45%

+17.16%

+12.03%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹13,339

+33.4%

3Y Ago

₹17,028

+70.3%

5Y Ago

₹26,904

+169.0%

Past performance ≠ future results

Fund Analytics

Score: 61.7 / 100

Performance

Total Returns

Simple return over period

+22.71%

CAGR

Compound annual growth rate

+22.71%

Growth of ₹10K

Hypothetical investment value

₹12,271

SIP XIRR

SIP internal rate of return

+18.13%

Risk

Volatility (Ann.)

Std deviation of returns

12.75%LOW

Max Drawdown

Worst peak-to-trough

-7.19%

Sharpe Ratio

Risk-adjusted return

1.31GOOD

Sortino Ratio

Downside risk-adjusted return

2.05GOOD

Benchmark

Beta

Market sensitivity

0.18DEF

Alpha

Excess return vs benchmark

+18.72%

Tracking Error

Deviation from benchmark

16.18%

Information Ratio

Alpha per unit tracking error

1.16

Treynor Ratio

Return per unit systematic risk

94.20

Capture

Upside Capture

Participation in market gains

27.41%

Downside Capture

Participation in market losses

-3.79%

Rolling Returns

1Y Rolling CAGR

Avg 15.2% (-19.8% – 51.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+22.7%-5.3%

+18.7%

3Y+17.9%+8.3%

+11.6%

5Y+11.8%+9.8%

+4.9%

Beta

1Y:0.183Y: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

₹2,02,529

Total Value

₹5,02,529

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