Sundaram Global Brand Fund Direct Growth

Scheme code: INF903J01OB6 NAV value: ₹ 33.3149 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.91	26.28	15.74	17.86
3 year	4.84	21.59	10.57	6.49
5 year	2.48	20.13	11.29	9.19
7 year	0.88	12.55	8.68	7.94
10 year	5.64	10.44	7.83	6.69
12 year	7.84	8.98	8.38	6.05

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	15.74
3 year	6.28	33.32	15.57	10.57
5 year	0.74	26.02	12.91	11.29
7 year	3.33	15.62	11.64	8.68
10 year	3.49	17.22	10.65	7.83
12 year	3.07	16.17	10.8	8.38
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	15.74
3 year	6.56	32.12	15.66	10.57
5 year	1	26.2	12.75	11.29
7 year	3.8	15.42	11.84	8.68
10 year	3.8	18	11.09	7.83
12 year	3.63	16.86	11.19	8.38
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	15.74
3 year	7.68	33.37	17	10.57
5 year	0.71	27.63	13.15	11.29
7 year	3.76	16.01	12.04	8.68
10 year	3.56	16.94	10.94	7.83
12 year	3.31	16.54	10.99	8.38
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	15.74
3 year	8.04	34.46	17.98	10.57
5 year	0.69	28.64	13.53	11.29
7 year	3.97	16.42	12.35	8.68
10 year	3.53	17.72	11.24	7.83
12 year	3.1	16.97	11.25	8.38
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 15.74% - Median return: 16.16% - Average standard deviation: 3.78

Rolling return for 3 year

- Average return: 10.57% - Median return: 10.32% - Average standard deviation: 1.57

Rolling return for 5 year

- Average return: 11.29% - Median return: 12.11% - Average standard deviation: 0.88

Rolling return for 7 year

- Average return: 8.68% - Median return: 9.34% - Average standard deviation: 0.58

Rolling return for 10 year

- Average return: 7.83% - Median return: 7.78% - Average standard deviation: 0.33

Rolling return for 12 year

- Average return: 8.38% - Median return: 8.37% - Average standard deviation: 0.22

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,78,364	78,364	6.54
3 year	36,00,000	42,03,171	6,03,171	5.30
5 year	60,00,000	80,46,076	20,46,076	6.05
7 year	84,00,000	1,21,52,243	37,52,243	5.42
10 year	1,20,00,000	2,05,61,039	85,61,039	5.53
12 year	1,44,00,000	2,83,14,709	1,39,14,709	5.80

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	6.54
3 year	7.35	5.3
5 year	7.28	6.05
7 year	6.36	5.42
10 year	5.93	5.53
12 year	6.09	5.8

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.54
3 year	7.51	5.3
5 year	7.25	6.05
7 year	6.38	5.42
10 year	6.15	5.53
12 year	6.3	5.8

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.54
3 year	8.25	5.3
5 year	7.64	6.05
7 year	6.58	5.42
10 year	6.21	5.53
12 year	6.36	5.8

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.54
3 year	8.74	5.3
5 year	7.97	6.05
7 year	6.78	5.42
10 year	6.43	5.53
12 year	6.57	5.8

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,364 - Absolute Returns: ₹78,364 - CAGR: 6.54%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,03,171 - Absolute Returns: ₹6,03,171 - CAGR: 5.3%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,46,076 - Absolute Returns: ₹20,46,076 - CAGR: 6.05%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,52,243 - Absolute Returns: ₹37,52,243 - CAGR: 5.42%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,05,61,039 - Absolute Returns: ₹85,61,039 - CAGR: 5.53%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,83,14,709 - Absolute Returns: ₹1,39,14,709 - CAGR: 5.8%