Sundaram Global Brand Fund Direct Growth

Scheme code: INF903J01OB6 NAV value: ₹ 37.0645 NAV date: 27 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 5.84 35.08 19.76 18.55
3 year 4.84 13.22 8.97 4
5 year 11.64 15.24 13.55 9.49
7 year 9.64 12.40 11.09 8.69
10 year 6.85 10.00 8.16 7.04

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 19.76
3 year 7.63 16.87 13.32 8.97
5 year 12.6 19.62 15.37 13.55
7 year 10.81 15.2 13.42 11.09
10 year 9.81 13.99 12.12 8.16
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 19.76
3 year 7.94 17.89 14.14 8.97
5 year 13.28 20.23 15.93 13.55
7 year 10.62 15.28 13.42 11.09
10 year 10.08 14.47 12.61 8.16
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 19.76
3 year 9.26 19.51 15.7 8.97
5 year 14.45 21.69 17.28 13.55
7 year 11.07 15.88 13.98 11.09
10 year 10.64 15.2 13.25 8.16
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 19.76
3 year 9.84 20.48 16.73 8.97
5 year 15.2 22.82 18.38 13.55
7 year 11.31 16.28 14.37 11.09
10 year 11.16 15.89 13.85 8.16
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 19.76
10 year 4.92 20.34 12.6 8.16

Rolling return for 1 year

Average return: 19.76%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.65 15.61 20.3 12.1 2.92 16.16 12-2023 12-2024
19.62 15.07 24.77 10.32 5.36 17.44 11-2023 11-2024
24.38 19.56 26.28 17.77 3.46 22 10-2023 10-2024
17.38 17.92 24.19 11.45 4.51 17.74 09-2023 09-2024
10.67 14.29 19.51 5.84 5 12.58 08-2023 08-2024
14.34 14.47 18.91 10.08 3.12 14.45 07-2023 07-2024
17.94 14.89 21.69 11.35 3.81 16.47 06-2023 06-2024
20.98 19.43 24.34 16.2 2.93 20.24 05-2023 05-2024
21.23 22.69 26.02 18.03 2.87 21.99 04-2023 04-2024
30.26 24.54 33.91 21.15 4.94 27.46 03-2023 03-2024
23.95 23.43 29.57 18.08 4.07 23.76 02-2023 02-2024
29.11 24.27 35.08 18.78 6.01 26.81 01-2023 01-2024

Rolling return for 3 year

Average return: 8.97%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.16 8.72 10.29 7.61 0.96 8.94 12-2021 12-2024
7.34 7.78 8.86 6.28 0.93 7.56 11-2021 11-2024
8.99 7.57 9.54 7.03 1.02 8.28 10-2021 10-2024
7.84 8.68 9.88 6.65 1.18 8.26 09-2021 09-2024
5.84 7.56 8.58 4.84 1.46 6.7 08-2021 08-2024
7.39 7.79 8.8 6.39 0.86 7.59 07-2021 07-2024
8 7.91 9.13 6.79 0.83 7.96 06-2021 06-2024
9.17 8.91 10.17 7.92 0.8 9.04 05-2021 05-2024
9.43 8.87 10.85 7.47 1.21 9.15 04-2021 04-2024
12.18 11.3 13.22 10.28 1.09 11.74 03-2021 03-2024
11.5 11.68 13.15 10.05 1.1 11.6 02-2021 02-2024
10.7 10.93 12.39 9.28 1.1 10.82 01-2021 01-2024

Rolling return for 5 year

Average return: 13.55%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.54 13.71 14.24 13.01 0.44 13.62 12-2019 12-2024
12.93 13.27 13.89 12.32 0.57 13.1 11-2019 11-2024
14.15 13.65 14.49 13.31 0.45 13.9 10-2019 10-2024
13.61 14.12 14.9 12.84 0.75 13.87 09-2019 09-2024
13.49 14.42 15.24 12.67 0.97 13.96 08-2019 08-2024
13.65 14.05 14.55 13.16 0.51 13.85 07-2019 07-2024
14.06 13.72 14.78 13.01 0.64 13.89 06-2019 06-2024
14.2 13.24 14.83 12.62 0.85 13.72 05-2019 05-2024
12.72 13.18 13.6 12.31 0.48 12.95 04-2019 04-2024
13.69 13.65 14.32 13.03 0.46 13.67 03-2019 03-2024
12.58 12.89 13.58 11.9 0.6 12.74 02-2019 02-2024
13.93 12.66 14.97 11.64 1.26 13.3 01-2019 01-2024

Rolling return for 7 year

Average return: 11.09%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.18 11.08 11.67 10.59 0.38 11.13 12-2017 12-2024
10.13 10.3 10.79 9.64 0.41 10.22 11-2017 11-2024
10.25 10.21 10.49 9.98 0.18 10.23 10-2017 10-2024
10.25 10.7 11.14 9.81 0.5 10.48 09-2017 09-2024
10.16 10.85 11.38 9.64 0.66 10.51 08-2017 08-2024
11.28 11.15 11.91 10.53 0.49 11.22 07-2017 07-2024
11.26 11.49 11.76 11 0.28 11.38 06-2017 06-2024
11.66 11.49 12.1 11.05 0.38 11.58 05-2017 05-2024
11.69 11.95 12.31 11.33 0.36 11.82 04-2017 04-2024
11.96 12 12.4 11.56 0.3 11.98 03-2017 03-2024
11.11 11.52 11.81 10.81 0.38 11.31 02-2017 02-2024
11.3 11.16 12.02 10.45 0.56 11.23 01-2017 01-2024

Rolling return for 10 year

Average return: 8.16%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.66 9.34 10 9 0.37 9.5 12-2014 12-2024
8.36 8.58 8.82 8.12 0.26 8.47 11-2014 11-2024
8.68 8.41 8.84 8.24 0.23 8.54 10-2014 10-2024
7.83 7.86 8.44 7.25 0.42 7.85 09-2014 09-2024
7.05 7.67 7.88 6.85 0.43 7.36 08-2014 08-2024
7.6 7.83 8.02 7.4 0.23 7.71 07-2014 07-2024
7.92 7.85 8.26 7.52 0.26 7.89 06-2014 06-2024
8.06 8.11 8.36 7.81 0.2 8.09 05-2014 05-2024
8.06 8.17 8.48 7.75 0.26 8.12 04-2014 04-2024
8.52 8.46 8.82 8.16 0.23 8.49 03-2014 03-2024
8.18 8.23 8.66 7.75 0.32 8.2 02-2014 02-2024
7.69 7.68 8.18 7.2 0.35 7.69 01-2014 01-2024