OmniAsset
Get app

OmniAsset › Mutual funds › Sundaram Global Brand Theme-Equity Active FOF

Sundaram Global Brand Theme-Equity Active FOF

FoF · International fund benchmarked to MSCI ACWI TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202640.6243
CategoryFoF · International
PlanDirect · Idcw
Launched16 Jul 2007
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1MSCI ACWI TRI
Expense ratiodirect plan, a year1.37%
AUM₹1.12 Cr
Growth of ₹10,000₹17,2432 Sep 2021 to 2 Sep 2026
₹17,443₹15,114₹12,786₹10,457₹8,129Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,243 (+11.5% a year) Sundaram Global Brand Theme-Equity Active FOF

Performance (trailing, annualised)

1Y annualised15.30%
3Y annualised16.48%
5Y annualised11.51%
10Y annualised12.05%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,30,18116.04%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,62,49216.96%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,96,71816.07%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202119.64%
Calendar 2022-14.38%
Calendar 202331.40%
Calendar 202414.25%
Calendar 202517.96%

Rolling returns

Rolling 1Y · average640 windows since 18 Mar 20149.16%
Rolling 1Y · median12.49%
Rolling 1Y · worst window-28.17%
Rolling 1Y · best window55.03%
Rolling 1Y · windows positive71%
Rolling 3Y · average538 windows since 15 Mar 20168.85%
Rolling 3Y · median8.85%
Rolling 3Y · worst window-5.79%
Rolling 3Y · best window25.14%
Rolling 3Y · windows positive85%
Rolling 5Y · average435 windows since 14 Mar 20189.01%
Rolling 5Y · median10.56%
Rolling 5Y · worst window-0.63%
Rolling 5Y · best window18.71%
Rolling 5Y · windows positive97%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.70%
Downside deviation (3Y)9.73%
Maximum drawdown-17.74%

Management

Fund managerMr. Shalav Saket
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker