What is the current NAV of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

The current NAV (Net Asset Value) of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW is ₹33.87. NAV is updated every business day after market close by AMFI.

What is the 1-year return of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW has delivered a 1-year CAGR return of 25.72% as of the latest data.

What is the 3-year CAGR of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW has delivered a 3-year CAGR return of 16.33%. This measures compounded annual growth over 3 years.

What is the expense ratio of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

The expense ratio of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW is 0.78% per annum. This is the annual fee charged by the fund to manage your investment.

What is the risk level of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.

What is the minimum SIP amount for Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

You can start a SIP in Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

What is the AUM of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW?

The Assets Under Management (AUM) of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW is ₹60 crore. AUM indicates the total market value of assets managed by the fund.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

★★★★★ monitor_heart Health Score: 59/100 · Average

Sundaram Mutual Fund · Other · FoF Overseas

₹33.87

-0.5 (-1.46%) trending_down

AUM: ₹59 Cr

NAV updated 20 days ago

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Plan

Regular

Option

Idcw

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

0.6

Std Dev (1Y)

14.72%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+3.7%

+9.27%

+18.4%

+25.72%

+16.33%

+9.49%

10y

+11.52%

since inception

+6.75%

rate_review TopFund's Take on Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW

Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 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 moderate Sharpe ratio of 0.6 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.72% 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.