Sundaram Global Brand Theme Equity Active Fund of Funds Direct Growth

Scheme code: INF903J01OB6 NAV value: ₹ 42.3062 NAV date: 18 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-23.52	59.11	12.00	9.59	11.06
3 year	-6.92	25.28	8.85	8.92	8.98
5 year	0.69	18.85	10.30	9.34	8.53
7 year	1.14	15.97	9.71	9.20	8.57
10 year	5.59	14.61	8.18	8.90	7.96
12 year	7.19	9.97	8.69	8.74	7.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	9.59
3 year	6.28	30.95	15.04	8.92
5 year	8.38	26.02	14.22	9.34
7 year	10.18	15.62	12.93	9.2
10 year	11.42	12.93	12.18	8.9
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	9.59
3 year	6.56	19.64	13.57	8.92
5 year	9.22	12.29	10.75	9.34

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	9.59
3 year	7.68	21.49	15.06	8.92
5 year	10.37	13.5	11.93	9.34

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	9.59
3 year	8.04	32.03	17.81	8.92
5 year	8.18	28.64	15.34	9.34
7 year	10.64	16.42	13.77	9.2
10 year	12.56	14.06	13.31	8.9

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,178 - Absolute Returns: ₹60,178 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,67,387 - Absolute Returns: ₹5,67,387 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,88,436 - Absolute Returns: ₹17,88,436 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,24,71,602 - Absolute Returns: ₹40,71,602 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,13,31,399 - Absolute Returns: ₹93,31,399 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,96,48,124 - Absolute Returns: ₹1,52,48,124 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.06 %

Drawdown Duration

17 months

Recovery Time

18 months

Avg Drawdown

-5.92 %

Calmar Ratio by Duration

1 Y

0.319

3 Y

0.2967

5 Y

0.3107

7 Y

0.3061

10 Y

0.2961

12 Y

0.2908

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	13.31	0.12	22.0	-7.4	19.52 %	4.00 %
3 years	11.10	0.16	34.8	10.5	18.37 %	11.28 %
5 years	5.30	0.23	34.1	20.6	12.48 %	9.44 %
7 years	6.03	0.29	33.6	21.2	13.75 %	10.74 %
10 years	4.50	0.31	36.6	25.5	12.70 %	12.06 %
12 years	2.94	0.31	36.6	25.6	10.51 %	10.00 %
15 years	1.40	0.31	36.6	25.6	8.33 %	7.92 %