Sundaram Global Brand Theme Equity Active Fund of Funds
Direct · Growth ₹47.16
03 Jul 2026
NAV
9.2%
3Y CAGR
9.4%
5Y CAGR
9.3%
10Y CAGR
9.2%
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.
1.12
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.
NA
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 | ₹12.68 L | 10.5% | -34.3% | 46.9% |
| 3 Years | ₹36.00 L | ₹41.93 L | 10.2% | -15.8% | 25.2% |
| 5 Years | ₹60.00 L | ₹78.28 L | 10.8% | -1.8% | 19.4% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.2% | -0.9% | 17.5% |
| 10 Years | ₹1.20 Cr | ₹2.15 Cr | 11.3% | 6.3% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹3.03 Cr | 11.8% | 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 | 10.5% | 14.5% | 16.0% | -3.9% |
| 3 Years | 10.2% | 11.2% | 16.2% | -1.0% |
| 5 Years | 10.8% | 10.4% | 13.3% | +0.3% |
| 7 Years | 11.2% | 10.6% | 10.3% | +0.6% |
| 10 Years | 11.3% | 11.5% | 10.1% | -0.1% |
| 12 Years | 11.8% | 11.4% | 11.7% | +0.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.0% | 12.5% | -23.5% | 59.1% | 0.25 | 0.41 | 73% | — | — |
| 3 Years | 9.2% | 8.9% | -6.9% | 25.3% | 0.43 | 0.85 | 89% | — | — |
| 5 Years | 9.4% | 10.6% | 0.7% | 18.9% | 0.66 | 1.69 | 100% | — | — |
| 10 Years | 9.3% | 8.3% | 5.6% | 14.6% | 1.12 | 22.23 | 100% | — | — |
-30.1%
Max Drawdown
17 mo
Drawdown Duration
18 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.33
1Y
0.31
3Y
0.31
5Y
0.31
7Y
0.31
10Y
0.30
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +18.59 | 0.17 | 25.4% | -6.2% | 23.2% | -4.5% |
| 3 Years | +11.25 | 0.18 | 33.9% | 11.7% | 18.0% | 7.9% |
| 5 Years | +5.02 | 0.24 | 33.9% | 20.9% | 12.1% | 8.9% |
| 7 Years | +7.52 | 0.29 | 33.5% | 19.6% | 15.2% | 10.7% |
| 10 Years | +5.22 | 0.30 | 35.7% | 23.6% | 13.1% | 11.2% |
| 12 Years | +1.96 | 0.32 | 37.0% | 29.0% | 9.6% | 10.0% |
| 15 Years | +0.92 | 0.30 | 34.3% | 26.7% | 8.4% | 9.8% |