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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 202648.406
CategoryFoF · International
PlanDirect · Growth
Launched16 Jul 2007
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1MSCI ACWI TRI
Expense ratiodirect plan, a year1.37%
AUM₹24.1 Cr
Growth of ₹10,000₹18,2772 Sep 2021 to 2 Sep 2026
₹18,488₹15,898₹13,309₹10,719₹8,130Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,277 (+12.8% a year) Sundaram Global Brand Theme-Equity Active FOF

Performance (trailing, annualised)

1Y annualised22.18%
3Y annualised18.75%
5Y annualised12.82%
10Y annualised12.87%

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 ₹1,31,52218.20%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,83,67020.14%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,43,87618.17%

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

Calendar years

Calendar 202119.66%
Calendar 2022-14.37%
Calendar 202331.41%
Calendar 202414.25%
Calendar 202525.00%

Rolling returns

Rolling 1Y · average649 windows since 14 Jan 201410.30%
Rolling 1Y · median12.77%
Rolling 1Y · worst window-22.82%
Rolling 1Y · best window55.07%
Rolling 1Y · windows positive73%
Rolling 3Y · average547 windows since 11 Jan 20169.40%
Rolling 3Y · median9.08%
Rolling 3Y · worst window-6.42%
Rolling 3Y · best window25.14%
Rolling 3Y · windows positive90%
Rolling 5Y · average444 windows since 10 Jan 20189.56%
Rolling 5Y · median10.82%
Rolling 5Y · worst window0.69%
Rolling 5Y · best window18.72%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)13.29%
Downside deviation (3Y)9.16%
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.

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