Sundaram Global Brand Theme Equity Active Fund of Funds
Direct · Growth ₹47.88
19 Oct 2026
NAV
9.4%
3Y CAGR
9.6%
5Y CAGR
9.5%
10Y CAGR
9.4%
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.
1.19
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 | ₹12.70 L | 10.7% | -34.3% | 46.9% |
| 3 Years | ₹36.00 L | ₹42.10 L | 10.4% | -15.8% | 25.2% |
| 5 Years | ₹60.00 L | ₹79.13 L | 11.0% | -1.8% | 19.4% |
| 7 Years | ₹84.00 L | ₹1.27 Cr | 11.4% | -0.9% | 17.5% |
| 10 Years | ₹1.20 Cr | ₹2.16 Cr | 11.6% | 6.3% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹3.11 Cr | 12.1% | 8.5% | 14.0% |
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 | 10.7% | 14.3% | 24.2% | -3.6% |
| 3 Years | 10.4% | 11.0% | 16.6% | -0.6% |
| 5 Years | 11.0% | 10.4% | 13.5% | +0.6% |
| 7 Years | 11.4% | 10.6% | 11.4% | +0.8% |
| 10 Years | 11.6% | 11.4% | 11.4% | +0.2% |
| 12 Years | 12.1% | 11.3% | 12.6% | +0.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.3% | 12.9% | -23.5% | 59.1% | 0.26 | 0.44 | 73% | — | — |
| 3 Years | 9.4% | 9.1% | -6.9% | 25.3% | 0.46 | 0.94 | 89% | — | — |
| 5 Years | 9.6% | 10.8% | 0.7% | 18.9% | 0.69 | 1.78 | 100% | — | — |
| 10 Years | 9.5% | 8.6% | 5.6% | 14.6% | 1.19 | 25.50 | 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
0.32
5Y
0.32
7Y
0.32
10Y
0.30
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.16 | 0.23 | 31.8% | 9.1% | 15.1% | -9.2% |
| 3 Years | +13.17 | 0.18 | 33.8% | 9.1% | 19.4% | 5.2% |
| 5 Years | +6.10 | 0.24 | 34.5% | 19.8% | 12.1% | 4.5% |
| 7 Years | +7.57 | 0.30 | 34.4% | 20.2% | 15.3% | 10.5% |
| 10 Years | +5.27 | 0.29 | 35.3% | 23.2% | 12.9% | 10.4% |
| 12 Years | +2.99 | 0.33 | 37.7% | 28.6% | 10.5% | 9.5% |
| 15 Years | +1.16 | 0.30 | 34.3% | 26.5% | 8.5% | 9.4% |