Other Scheme - FoF OverseasSundaram Mutual Fund

Sundaram Global Brand Theme-Equity Active FOF - Direct Growth

₹43.2965▲ 1.2285 (2.92%)

Scheme Type

Open Ended Schemes

NAV History

+30.55%

365 data points · Period: 1Y

Returns

CAGR

+2.92%

+0.29%

+2.82%

+37.75%

+17.03%

+11.49%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹13,055

+30.6%

3Y Ago

₹16,057

+60.6%

5Y Ago

₹24,989

+149.9%

Past performance ≠ future results

Fund Analytics

Score: 64.7 / 100

Performance

Total Returns

Simple return over period

+19.46%

CAGR

Compound annual growth rate

+19.46%

Growth of ₹10K

Hypothetical investment value

₹11,946

SIP XIRR

SIP internal rate of return

+13.00%

Risk

Volatility (Ann.)

Std deviation of returns

15.05%LOW

Max Drawdown

Worst peak-to-trough

-11.33%

Sharpe Ratio

Risk-adjusted return

0.89AVG

Sortino Ratio

Downside risk-adjusted return

1.13AVG

Benchmark

Beta

Market sensitivity

0.06DEF

Alpha

Excess return vs benchmark

+13.80%

Tracking Error

Deviation from benchmark

19.02%

Information Ratio

Alpha per unit tracking error

0.73

Treynor Ratio

Return per unit systematic risk

234.61

Capture

Upside Capture

Participation in market gains

19.44%

Downside Capture

Participation in market losses

-7.91%

Rolling Returns

1Y Rolling CAGR

Avg 16.0% (-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+19.5%+0.1%

+13.8%

3Y+17.7%+12.2%

+10.8%

5Y+12.4%+11.0%

+5.3%

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

₹1,74,535

Total Value

₹4,74,535

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