Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW
Sundaram Mutual Fund Other FoF Overseas
Expense Ratio
1.49%
AUM
₹90.32 Lakh
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
+14.01%
Excellent
6 Months
+15.93%
Excellent
1 Year
+13.86%
Average
3 Years
+20.38%
Excellent
5 Years
+12.96%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹90.32 Lakh
Recent Trend
Growing
Stability Score
6.8
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+15.74%
3Y
3Y CAGR
+3.20%
5Y
5Y CAGR
+521.61%
Growth Assessment: Good Growth
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
15.50%
Annualized standard deviation
Sharpe Ratio
0.564
Fair - Risk-adjusted return
Max Drawdown
-24.20%
High - Worst decline
Consistency
64.3%
Performance consistency
Volatility Breakdown
Daily Volatility
0.98%
Average daily price movement
Annualized Volatility
15.50%
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