FoF · Other Scheme - FoF Overseas

Sundaram Global Brand Theme-Equity Active FOF

Sundaram · Direct Plan · Growth · as of 2026-10-22

₹48.05 +0.35% today

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Key metrics

Latest NAV

₹48.05

Day change

0.35%

Volatility

15.3%

Sharpe

0.60

Max drawdown

-24.2%

Expense ratio

1.28%

AUM

₹163 Cr

Category rank

30 / 52

Further reading: Median maximum drawdown by fund category, measured across 1,767 funds

Trailing returns

Period	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Return	0.79%	-1.15%	1.98%	6.71%	15.64%	20.59%	12.31%	15.29%	12.74%

Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.

NAV history

Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.

About this fund

Sundaram Global Brand Theme-Equity Active FOF is a international fund offered by Sundaram Mutual Fund, classified under FoF as Other Scheme - FoF Overseas. It adds global exposure but also currency and foreign-market risk. Its latest NAV is ₹48.05, with assets under management of about ₹163 Cr (April - June 2026).

Further reading: What a category rank actually tells you

Performance analysis

Over the trailing one year, Sundaram Global Brand Theme-Equity Active FOF has recorded a return of about 15.6%, with a three-year return of 20.6% and a five-year return of 12.3%. Its annualised volatility is 15.3% — moderate fluctuations — and its Sharpe ratio is 0.60, a measure of return per unit of risk taken. The direct-plan base expense ratio is 1.28%, deducted daily from the NAV.

Further reading: Reading a fund page: what each number does and doesn't say

Rolling returns

Window	Avg	Median	Min	Max	% Pos	% >12
1Y	13.80	16.42	-20.18	59.11	80%	65%
3Y	12.29	10.92	-0.36	25.28	100%	44%
5Y	11.99	12.96	4.44	18.88	100%	64%
7Y	12.27	11.56	8.77	16.74	100%	40%
10Y	12.92	12.92	12.57	13.46	100%	100%

Each row takes every possible start date in the fund's history and computes the annualised return (CAGR) over that window. Avg/Median = the typical outcome; Min/Max = worst and best; % Pos = how often the window ended positive; % >12 = how often it beat 12% a year. Higher consistency means timing mattered less.

Further reading: Why a single trailing return misleads, measured across 830 funds

Frequently asked questions

What does Sundaram Global Brand Theme-Equity Active FOF invest in?

It invests primarily in securities listed outside India.

How is this fund classified?

It is a Other Scheme - FoF Overseas fund in the FoF group.

How often is the NAV updated?

Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.

What is its expense ratio?

1.28% (direct plan, base expense ratio), deducted daily from the NAV. Some platforms quote a higher all-in Total TER — verify with the AMC.

How is the rolling return calculated?

Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.

Is past performance a guarantee of future returns?

No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.

Compare with peers

Further reading: Every fund measured against the best performer in its own category

Similar Other Scheme - FoF Overseas

Fund	1M	3M	6M	1Y	3Y	5Y	10Y	TER %
Kotak Global Emerging Market Overseas Equity Active FOF Other Scheme - FoF Overseas	-12.03	-7.27	-1.73	22.19	24.47	9.63	10.82	–
HSBC Brazil Fund Other Scheme - FoF Overseas	8.79	12.68	2.60	46.16	22.16	16.25	5.48	0.78
HSBC Global Emerging Markets Fund Other Scheme - FoF Overseas	-11.58	-7.90	-1.65	26.26	27.26	10.01	11.23	0.43
ICICI Prudential Global Stable Equity Fund (FOF Other Scheme - FoF Overseas	1.15	2.53	7.52	17.06	15.91	10.76	10.87	0.46
Invesco India - Invesco Pan European Equity Fund of Fund Other Scheme - FoF Overseas	-5.86	-5.07	2.88	25.42	21.33	13.77	11.94	0.42
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Other Scheme - FoF Overseas	-10.95	-7.04	-1.24	20.55	25.07	12.58	12.31	0.55
Invesco India - Invesco Global Equity Income Fund of Fund Other Scheme - FoF Overseas	-1.05	-2.36	4.09	20.35	23.93	15.97	14.55	0.69
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund Other Scheme - FoF Overseas	-2.29	-0.79	7.43	17.93	22.94	13.04	9.92	0.58

More funds from Sundaram

Fund	1M	3M	6M	1Y	3Y	5Y	10Y	TER %
Sundaram Financial Services Opportunities Fund Sectoral/Thematic - Banking/Financial	-4.82	-4.60	-4.65	-1.86	10.77	11.50	13.50	0.67
Sundaram Corporate Bond Fund Debt Scheme - Corporate Bond Fund	-0.47	0.19	1.83	3.53	6.85	5.94	6.82	0.27
Sundaram Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund	-0.32	0.35	1.94	3.87	6.87	5.93	6.38	–
Sundaram Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund	-0.93	-1.30	-0.54	-1.97	5.21	4.97	6.13	0.96
Sundaram Medium Term Fund Debt Scheme - Medium Duration Fund	-0.84	-0.66	1.02	2.32	5.77	4.71	5.58	–
Sundaram Infrastructure Advantage Fund Sectoral/Thematic - Infrastructure	-6.13	-8.98	-8.71	-3.43	13.15	13.35	13.50	1.47
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III Equity Scheme - ELSS	-8.37	-8.00	-3.24	-2.88	7.69	12.76	–	0.83
SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV Equity Scheme - ELSS	-8.74	-8.47	-3.77	-3.44	7.56	12.85	–	0.90

Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.