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Sundaram Global Brand Theme - Equity Active FoF Direct-Growth
Equity: International - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: InternationalBenchmark: MSCI All Country World Total Return IndexCheck Portfolio Overlap →
NAV: ₹48.38-0.43%
04 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 17 Jan, 2014 - 04 Sep, 2026 | 04 Mar, 2016 - 04 Sep, 2026 | 18 Apr, 2018 - 04 Sep, 2026 | 14 May, 2020 - 21 Jan, 2026 |
| Average returns | 10.86% | 9.92% | 10.00% | 9.52% |
| Standard deviation | 14.94% | 6.28% | 4.67% | 2.52% |
| Best returns | 58.53% 1 year ending on 18 Mar, 2021 | 27.72% 3 years ending on 11 Dec, 2025 | 19.70% 5 years ending on 02 Jun, 2025 | 14.45% 7 years ending on 24 Dec, 2025 |
| Worst returns | -23.98% 1 year ending on 28 Sep, 2015 | -3.41% 3 years ending on 11 Nov, 2016 | 0.39% 5 years ending on 20 Mar, 2020 | 3.22% 7 years ending on 14 May, 2020 |
| Period with positive return | 72.22% | 93.72% | 100.00% | 100.00% |
| Period with return > 5% | 65.48% | 80.99% | 78.35% | 98.25% |
| Period with return > 10% | 57.45% | 44.43% | 53.67% | 48.39% |
| Period with return > 15% | 44.94% | 17.34% | 15.04% | 0.00% |
| Beat % Category | 39.50% | 44.31% | 58.49% | 65.64% |
| Beat % Benchmark | 38.80% | 21.76% | 16.04% | 0.88% |
Trailing Returns
Point-to-point returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
30%
9.8%
23.4%
-8.1%
YTD
-0.9%
1.8%
-3.2%
1 M
10.3%
19.7%
-1.9%
6 M
20.6%
35.2%
-5.0%
1 Y
18.7%
28.5%
7.7%
3 Y
12.6%
16.9%
7.8%
5 Y
13.4%
15.9%
11.7%
10 Y
Fund
Equity: International
MSCI All Country World Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 9.84% | -0.92% | 10.33% | 20.64% | 18.68% | 12.62% | 13.41% | 9.87% |
| Equity: International | 23.37% | 1.80% | 19.71% | 35.16% | 28.46% | 16.89% | 15.95% | - |
| MSCI All Country World Total Return Index | -8.14% | -3.18% | -1.95% | -4.99% | 7.68% | 7.77% | 11.65% | - |
| Rank in category | 51 | 35 | 40 | 44 | 44 | 19 | 12 | - |
| Funds in category | 57 | 58 | 57 | 57 | 56 | 40 | 25 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered a 1-year return of 20.64% as of 4 Sep 2026. During the same period, its benchmark MSCI All Country World Total Return Index returned -4.99%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered a 3-year CAGR of 18.68% as of 4 Sep 2026. Its benchmark MSCI All Country World Total Return Index returned 7.68% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered a 5-year CAGR of 12.62% as of 4 Sep 2026. Its benchmark MSCI All Country World Total Return Index returned 7.77% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth since inception?
Since its launch on 31 Dec 2012, Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered a CAGR of 9.87%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Sundaram Global Brand Theme - Equity Active FoF Direct-Growth performed vs its category over the long term?
Over the long term, Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has ranked 44 out of 56 funds in the Equity: International category on a 3-year basis, and 19 out of 40 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
The Sharpe ratio of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth is 0.97 (as of 4 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
The alpha of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
The beta of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth?
The average 1-year and 3-year rolling returns of Sundaram Global Brand Theme - Equity Active FoF Direct-Growth is 10.86% and 9.92% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.