Sundaram Global Brand Theme-Equity Active FOF - Direct Growth
Sundaram Mutual Fund Other FoF Overseas
Expense Ratio
1.49%
AUM
₹13.36 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+14.02%
Excellent
6 Months
+30.40%
Excellent
1 Year
+20.65%
Excellent
3 Years
+22.73%
Excellent
5 Years
+14.29%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹13.36 Cr
Recent Trend
Growing
Stability Score
7.3
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+22.82%
3Y
3Y CAGR
+9.05%
5Y
5Y CAGR
+418.52%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
15.30%
Annualized standard deviation
Sharpe Ratio
0.659
Fair - Risk-adjusted return
Max Drawdown
-24.20%
High - Worst decline
Consistency
66.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.96%
Average daily price movement
Annualized Volatility
15.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance