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Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 84/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)18.12%
- Expense ratio (20%)0.38%
- AUM (15%)₹69 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Other · FoF Overseas
₹10.39
AUM: ₹68 Cr
NAV updated 26 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.38%
Exit Load
Nil
Fund Manager
Kumaresh Ramakrishnan
Inception
Jan 2026
Benchmark
FTSE EPRA Nareit Developed Index
Sharpe Ratio
1.08
Std Dev (1Y)
13.45%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.45%
3m
+1.95%
6m
+3.0%
1y
+21.64%
3y
+18.12%
5y
+11.93%
10y
+12.15%
since inception
+8.12%
TopFund's Take on Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth ranks among the stronger performers in the FoF Overseas category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 84/100.
Cost: At 0.38%, the expense ratio is meaningfully cheaper — about 30% below the FoF Overseas category average of 0.54% (based on 29 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 strong Sharpe ratio of 1.08 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 13.45% is fairly typical for FoF Overseas 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
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 ₹10.39. NAV is updated every business day after market close by AMFI.
1Y: 21.64% · 3Y CAGR: 18.12% · 5Y CAGR: 11.93%
The expense ratio of Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is 0.38% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is managed by Kumaresh Ramakrishnan at Sundaram Mutual Fund.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is a FoF Overseas fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Global Brand Theme-Equity Active FOF - Regular Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Global Brand Theme-Equity Active FOF - Regular Growth is ₹69 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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