InvestVerdict
Sundaram Global Brand Theme-Equity Active FOF
Direct Plan · GROWTH · Mutual fund · Scheme code 119602
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionDirect · GROWTH
History13.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.84 | 2.51 | 10.40 | 23.37 | 19.97 | 12.93 | 16.35 | 12.95 | 9.59 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 14.4% | 0.94 | 1.35 | — | — | -30.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 604 | -23.5% | 12.9% | 53.9% | 27% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.