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Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW

Sundaram · Sectoral
Very High
₹36.95
Current NAV
03 Nov 2026
2.3%
1Y Return
13.5%
3Y CAGR
8.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.76%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.76).
  • Very large asset base (AUM: ₹13,810 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.76
Sharpe Ratio
1.06
Beta
-2.74
Alpha
2.04
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹13810 Cr
Expense Ratio 0.76%
Min SIP ₹500
Min Lumpsum ₹1000
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