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Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
★★★★★ monitor_heart Health Score: 59/100 · AverageSundaram Mutual Fund · Other · FoF Overseas
₹41.9
AUM: ₹59 Cr
NAV updated 20 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.78%
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Fund Manager
Ravi Adukia
Inception
Dec 2021
Benchmark
FTSE EPRA Nareit Developed Index
Sharpe Ratio
1.27
Std Dev (1Y)
13.5%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.7%
3m
+9.27%
6m
+18.4%
1y
+25.72%
3y
+16.33%
5y
+10.77%
10y
+12.17%
since inception
+7.97%
rate_review TopFund's Take on Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth sits in the middle of the pack for FoF Overseas funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 59/100.
Cost: At 0.78%, the expense ratio runs 30% above the FoF Overseas category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.27 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 13.5% 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.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
The current NAV (Net Asset Value) of Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is ₹41.9. NAV is updated every business day after market close by AMFI.
1Y: 25.72% · 3Y CAGR: 16.33% · 5Y CAGR: 10.77%
The expense ratio is 0.78% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is managed by Ravi Adukia at Sundaram Mutual Fund.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is ₹60 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.