Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW holds up reasonably well within the FoF Overseas category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.

Cost: At 0.37%, the expense ratio is meaningfully cheaper — about 38% below the FoF Overseas category average of 0.6% (based on 154 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.68 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.71% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.