← Sundaram Mutual Fund
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth
Open Ended Schemes(Other Scheme - FoF Overseas)Very High RiskISIN INF903J01EX1
NAV · 03-Jul-2026
₹42.6842
1M
-1.64%
6M
+6.31%
1Y (CAGR)
+22.05%
3Y (CAGR)
+16.88%
5Y (CAGR)
+10.84%
Since inception (CAGR)
+7.98%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
13.34%
Downside dev (3y)
10.05%
Max drawdown (3y)
-17.8%
Sharpe (3y)
0.78
SIP XIRR (3y)
+19.38%
SIP XIRR (5y)
+16.96%
Calendar-year returns
2020 +21.4%2021 +18.5%2022 -15.4%2023 +30.1%2024 +13.1%2025 +23.9%
Fund facts
Fund managerShalav Saket
AUM₹1,717 Cr
TER · AMFI officialDirect 1.37% · Regular 2.29% (2026-06-30)
Launch date16-Jul-2007
Plan typeOpen Ended · Others
Min lumpsum5000
Lock-inNone
Volatility14.70
AMCSundaram Asset Management Company Ltd
Objective · To achieve capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a feeder fund.
scheme documents ↗