OtherFoF OverseasDirect · Growth
Sundaram Global Brand Theme-Equity Active FOF - Direct Growth
Sundaram · Scheme 119602
₹48.83▲ 1.00%NAV · 2026-08-05
Average FundScore
AUM
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Expense ratio
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3Y CAGR
18.7%
Risk level
High
Min SIP
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Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.55% |
| 3 Months | +6.50% |
| 6 Months | +10.92% |
| 1 Year | +26.34% |
| 3 Years (CAGR) | +18.69% |
| 5 Years (CAGR) | +12.80% |
| 10 Years (CAGR) | +13.22% |
| Since Launch | +9.62% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns58
Consistency50
Risk-adjusted22
Downside protection58
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.7%
- ✓ 10Y CAGR: +13.2%
- ✓ Positive 3Y windows: 88% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 6.4%
- ✓ Volatility: 15% annualised
What to watch
- • 3Y CAGR vs category: -4.6% vs category avg
- • 1Y return vs category: -5.9% vs category avg
- • Beat category: beat category in 28% of windows
- • Sharpe ratio: 0.29
Risk metrics
Sharpe ratio
0.29
Sortino ratio
0.39
Volatility
14.76%
Max drawdown
-30.06%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.