Sundaram Global Brand Theme Equity Active Fund of Funds
Direct · Growth ₹48.26
04 Jun 2026
NAV
9.1%
3Y CAGR
9.4%
5Y CAGR
9.2%
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.
1.10
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 | ₹41.85 L | 10.1% | -15.8% | 25.2% |
| 5 Years | ₹60.00 L | ₹78.19 L | 10.7% | -1.8% | 19.4% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.1% | -0.9% | 17.5% |
| 10 Years | ₹1.20 Cr | ₹2.15 Cr | 11.3% | 6.3% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹3.01 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% | 14.6% | 15.6% | -4.1% |
| 3 Years | 10.1% | 11.2% | 15.7% | -1.1% |
| 5 Years | 10.7% | 10.5% | 12.4% | +0.2% |
| 7 Years | 11.1% | 10.6% | 10.1% | +0.5% |
| 10 Years | 11.3% | 11.5% | 9.8% | -0.2% |
| 12 Years | 11.8% | 11.4% | 11.3% | +0.3% |