TickerKhojSundaram Mutual Fund · Fund of Funds · Overseas · Regular plan
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth
₹42.6894NAV on 30 Oct 2026Expense ratio 2.29%
29 Oct 2025NAV low 37.58 · high 44.55+8.9%
In plain words
Over 3 years it returned +19.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.8%.
On 3-year return it ranks 32 of 44 funds in Overseas.
A monthly SIP over 10 years ended ₹1,28,418 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.5% | +1.9% |
| 3 months | -0.3% | -5.1% |
| 6 months | +2.9% | -3.2% |
| 1 year | +9.7% | -10.2% |
| 3 years (yearly) | +19.1% | +7.4% |
| 5 years (yearly) | +10.6% | +6.5% |
| 10 years (yearly) | +11.7% | +11.3% |
| Since start (yearly) | +7.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,25,371 | +7.4% |
| 3 years | ₹3,60,000 | ₹4,59,010 | +15.7% |
| 5 years | ₹5,90,000 | ₹8,72,938 | +15.5% |
| 10 years | ₹11,90,000 | ₹23,37,086 | +12.9% |
Other plan of this fund: Sundaram Global Brand Theme-Equity Active FOF - Direct Plan - Growth