Sundaram Global Brand Theme Equity Active Fund of Funds Direct Growth

Scheme code: INF903J01OB6 NAV value: ₹ 34.4644 NAV date: 6 May, 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	15.51	15.74
3 year	6.28	33.32	15.79	10.57
5 year	3.54	26.02	13.5	11.29
7 year	3.33	15.62	11.71	8.68
10 year	3.49	17.22	10.6	7.83
12 year	3.07	16.17	10.84	8.38
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	15.74
3 year	9.08	58.7	29.31	10.57
5 year	3.67	48	18.04	11.29
7 year	3.8	31.03	14.14	8.68
10 year	3.8	28.93	12.39	7.83
12 year	3.63	26.65	12.59	8.38
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	15.74
3 year	7.68	33.37	17.09	10.57
5 year	2.35	27.63	13.51	11.29
7 year	3.76	16.01	12.07	8.68
10 year	3.56	16.94	10.92	7.83
12 year	3.31	16.54	11.01	8.38
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	15.74
3 year	8.04	34.46	18.26	10.57
5 year	3.37	28.64	14.21	11.29
7 year	3.97	16.42	12.41	8.68
10 year	3.53	17.72	11.22	7.83
12 year	3.1	16.97	11.31	8.38
15 year	6.68	16.96	11.22

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	4.9	6.54
3 year	7.3	5.3
5 year	7.48	6.05
7 year	6.39	5.42
10 year	5.95	5.53
12 year	6.11	5.8

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.54
3 year	20.64	5.3
5 year	13	6.05
7 year	9.48	5.42
10 year	7.99	5.53
12 year	8.12	5.8

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.54
3 year	8.22	5.3
5 year	7.77	6.05
7 year	6.6	5.42
10 year	6.23	5.53
12 year	6.37	5.8

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.54
3 year	8.71	5.3
5 year	8.22	6.05
7 year	6.82	5.42
10 year	6.47	5.53
12 year	6.6	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%