Should I invest in Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW?

We don't give personal investment advice. Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.2%. 5-year CAGR: 11.04%.

Sundaram

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW

Latest NAV

₹40.0504

As of

16 Jul 2026

3,243 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.30%	-0.85%	+1.16	10 / 40	Q1
1W	+1.11%	-0.60%	+1.71	11 / 40	Q2
2W	+1.52%	-0.65%	+2.17	10 / 40	Q1
1M	+0.58%	-0.87%	+1.45	23 / 40	Q3
3M	+5.86%	+4.22%	+1.64	20 / 40	Q2
6M	+7.58%	+7.73%	-0.15	22 / 39	Q3
YTD	+8.33%	+11.22%	-2.89	24 / 39	Q3
1Y	+18.96%	+26.45%	-7.50	26 / 39	Q3
2Y	+15.31%	+18.43%	-3.12	27 / 38	Q3
3Y	+15.38%	+17.94%	-2.56	22 / 34	Q3
4Y	+18.82%	+18.21%	+0.60	17 / 32	Q3
5Y	+11.04%	+10.51%	+0.53	13 / 27	Q2
7Y	+14.52%	+12.30%	+2.22	8 / 17	Q2
10Y	+12.14%	+11.33%	+0.81	6 / 15	Q2
Inception	—	—	—	—	—

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+8.33%	+12.15%	-3.81	24 / 34
2025	+17.96%	+30.95%	-12.99	27 / 34
2024	+15.11%	+11.95%	+3.16	14 / 33
2023	+32.14%	+19.92%	+12.22	7 / 32
2022	-14.38%	-14.30%	-0.08	14 / 28
2021	+19.57%	+10.75%	+8.82	8 / 20
2020	+21.62%	+18.07%	+3.55	9 / 19
2019	+17.87%	+25.51%	-7.64	19 / 19
2018	-7.56%	-5.22%	-2.34	10 / 19
2017	+19.44%	+13.12%	+6.32	5 / 19
2016	+13.43%	+18.81%	-5.38	7 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.10%

151 windows

min -25.2% · max 44.7%

71% positive

3-Year rolling

+8.93%

126 windows

min -5.9% · max 23.0%

86% positive

5-Year rolling

+9.02%

102 windows

min -0.7% · max 17.0%

96% positive

7-Year rolling

+9.12%

78 windows

min -0.1% · max 15.2%

99% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.98%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.22

Downside-only deviation

Max drawdown

-17.74%

Feb 2025 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹36.3700	17 Jul 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.0237	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.4869	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct IDCW	Aditya Birla Sun Life	₹22.5819	17 Jul 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹41.5050	17 Jul 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.3384	17 Jul 2026
HSBC Brazil Fund - IDCW Direct Plan	HSBC	₹11.3337	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.8323	17 Jul 2026

Recent NAVs

Date	NAV
16 Jul 2026	₹40.0504
15 Jul 2026	₹39.9293
14 Jul 2026	₹39.6580
13 Jul 2026	₹39.7524
10 Jul 2026	₹39.7077
9 Jul 2026	₹39.6098
8 Jul 2026	₹39.3027
7 Jul 2026	₹39.7917
6 Jul 2026	₹39.8002
3 Jul 2026	₹39.5792

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 16 Jul 2026, the NAV of Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW is ₹40.0504. It's a Fund of Funds - Overseas from Sundaram, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW has NAV history starting from 03 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW is managed by Sundaram. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW has delivered a absolute return of 18.96% — -7.5 pp behind the Fund of Funds - Overseas category average of 26.45%. The fund ranks #26 of 39 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW has delivered a CAGR of 15.38% — -2.56 pp behind the Fund of Funds - Overseas category average of 17.94%. The fund ranks #22 of 34 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW has delivered a CAGR of 11.04% — +0.53 pp ahead of the Fund of Funds - Overseas category average of 10.51%. The fund ranks #13 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW exactly 10 years ago would be worth approximately ₹314,439 today — a multiplier of 3.14×, based on the 10-year CAGR of 12.14%. The category average over the same window would have grown ₹1 lakh to ₹292,377.

A ₹10,000 monthly SIP in Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹892,090 today. That's an XIRR (money-weighted annualised return) of 15.86%.

A ₹10,000 monthly SIP for 10 years in Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW = ₹1,200,000 invested. It would currently be worth ₹2,426,574 (multiplier 2.02×). XIRR: 13.49%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW ranks #13 out of 27 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.51%; this fund delivered 11.04%.

The worst peak-to-trough decline Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW has experienced over the last 5-year window is 24.21% — its NAV fell from a high on 27 Dec 2021 to a low on 30 Sep 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW averaged 9.02% (best 17.04%, worst -0.66%). 96% of rolling windows ended positive. The 5-year Sharpe ratio is 0.35 — weak risk-adjusted performance.

In calendar year 2025, Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW returned 17.96% — lagging the Fund of Funds - Overseas category average of 30.95% by 12.99 pp. It ranked #27 of 34 in its category that year.

Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.2%. 5-year CAGR: 11.04%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.