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
★★★★★ 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: 77/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)15.85%
- 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 25 days ago
Plan
Regular
Option
Idcw
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
0.43
Std Dev (1Y)
14.68%
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
+14.78%
3y
+15.85%
5y
+10.63%
10y
+11.49%
since inception
+6.92%
TopFund's Take on Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW
Sundaram Global Brand Theme-Equity Active FOF - Regular 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 0.38%, 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 modest Sharpe ratio of 0.43 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.68% 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 IDCW
The current NAV (Net Asset Value) of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW is ₹10.39. NAV is updated every business day after market close by AMFI.
1Y: 14.78% · 3Y CAGR: 15.85% · 5Y CAGR: 10.63%
The expense ratio of Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 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 IDCW is managed by Kumaresh Ramakrishnan at Sundaram Mutual Fund.
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.
Sundaram Global Brand Theme-Equity Active FOF - Regular IDCW 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 IDCW 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 IDCW 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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