Sundaram Global Brand Theme Equity Active Fund of Funds
Direct · Growth ₹48.56
17 Aug 2026
NAV
9.2%
3Y CAGR
9.5%
5Y CAGR
9.3%
10Y CAGR
9.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.13
Sharpe
-30.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.49%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.69 L | 10.6% | -34.3% | 46.9% |
| 3 Years | ₹36.00 L | ₹41.96 L | 10.2% | -15.8% | 25.2% |
| 5 Years | ₹60.00 L | ₹78.37 L | 10.8% | -1.8% | 19.4% |
| 7 Years | ₹84.00 L | ₹1.27 Cr | 11.2% | -0.9% | 17.5% |
| 10 Years | ₹1.20 Cr | ₹2.15 Cr | 11.4% | 6.3% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹3.05 Cr | 11.9% | 8.5% | 13.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.6% | 14.4% | 16.7% | -3.9% |
| 3 Years | 10.2% | 11.1% | 17.2% | -0.9% |
| 5 Years | 10.8% | 10.4% | 14.4% | +0.4% |
| 7 Years | 11.2% | 10.6% | 11.3% | +0.6% |
| 10 Years | 11.4% | 11.5% | 10.8% | -0.1% |
| 12 Years | 11.9% | 11.4% | 12.3% | +0.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.1% | 12.6% | -23.5% | 59.1% | 0.25 | 0.42 | 73% | — | — |
| 3 Years | 9.2% | 9.0% | -6.9% | 25.3% | 0.43 | 0.86 | 89% | — | — |
| 5 Years | 9.5% | 10.6% | 0.7% | 18.9% | 0.67 | 1.70 | 100% | — | — |
| 10 Years | 9.3% | 8.4% | 5.6% | 14.6% | 1.13 | 22.79 | 100% | — | — |
-30.1%
Max Drawdown
17 mo
Drawdown Duration
18 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.34
1Y
0.31
3Y
0.31
5Y
0.32
7Y
0.31
10Y
0.30
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +18.38 | 0.20 | 28.7% | -3.2% | 23.1% | -2.4% |
| 3 Years | +12.86 | 0.18 | 36.4% | 12.1% | 19.6% | 7.8% |
| 5 Years | +5.89 | 0.24 | 34.3% | 20.2% | 12.7% | 7.9% |
| 7 Years | +8.05 | 0.29 | 34.3% | 19.6% | 16.1% | 11.9% |
| 10 Years | +5.08 | 0.30 | 35.7% | 23.8% | 12.9% | 10.9% |
| 12 Years | +2.09 | 0.33 | 37.4% | 29.1% | 9.7% | 9.8% |
| 15 Years | +1.13 | 0.30 | 34.5% | 26.6% | 8.6% | 9.8% |