TickerKhojSundaram Mutual Fund · Fund of Funds · Overseas · Direct plan
Sundaram Global Brand Theme-Equity Active FOF - Direct Plan - Growth
₹47.3072NAV on 30 Oct 2026Expense ratio 1.37%
29 Oct 2025NAV low 41.28 · high 49.29+10.0%
In plain words
Over 3 years it returned +20.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.7%.
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 | -0.4% | +1.9% |
| 3 months | -0.1% | -5.1% |
| 6 months | +3.3% | -3.2% |
| 1 year | +10.7% | -10.2% |
| 3 years (yearly) | +20.3% | +7.4% |
| 5 years (yearly) | +11.7% | +6.5% |
| 10 years (yearly) | +12.7% | +11.3% |
| Since start (yearly) | +9.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,26,109 | +8.4% |
| 3 years | ₹3,60,000 | ₹4,66,496 | +16.8% |
| 5 years | ₹5,90,000 | ₹8,97,129 | +16.6% |
| 10 years | ₹11,90,000 | ₹24,65,504 | +13.9% |
Other plan of this fund: Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth