Official AMFI data
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Sundaram

Sundaram Global Brand Theme-Equity Active FOF

Fund of FundsOther Rank 71 of 139

NAV · Direct-Growth

₹48.56-0.38-0.78%

As of 17 Aug 2026 · AMFI

NAV growth+23.1%
Aug ’25Aug ’26
Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Trails its Fund of Funds category on 1Y, 3Y & 5Y.

1Y return

+23.1%

-5.1 vs cat

3Y CAGR

+19.7%

-3.1 vs cat

5Y CAGR

+13.0%

-1.3 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

13.6%

3Y std dev

Go deeper on Sundaram Global Brand Theme-Equity Active FOF

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Sundaram Global Brand Theme-Equity Active FOF is a Fund of Funds scheme from Sundaram. Long-run track record: about 13.0% CAGR over 5 years. Worst historical drawdown: -100% in Jan 2013, recovered in 0 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903J01OB6

NAV (Direct-Growth)

₹48.5591

Last 1Y

+23.14%

Aug 25Min ₹38.93 · Max ₹48.94 · 231 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jan 2013

-100.0%

Peak ₹13.73 on 1 Jan 2013 → trough ₹0.00 on 3 Jan 2013 (0 months down).

Recovered in 0 months· 8 Jan 2013

Jan 2016

-30.1%

Peak ₹16.06 on 3 Sept 2014 → trough ₹11.23 on 20 Jan 2016 (17 months down).

Recovered in 18 months· 20 Jul 2017

Sept 2022

-24.2%

Peak ₹27.89 on 27 Dec 2021 → trough ₹21.14 on 30 Sept 2022 (9 months down).

Recovered in 8 months· 5 Jun 2023

Mar 2020

-23.6%

Peak ₹19.44 on 12 Feb 2020 → trough ₹14.85 on 23 Mar 2020 (1 months down).

Recovered in 2 months· 5 Jun 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.54%+0.15%197/ 230
1M+2.88%+3.76%117/ 229
3M+2.12%+1.15%121/ 227
6M+11.92%+5.87%43/ 212
YTD+10.23%+9.86%82/ 203
1Y+23.14%+28.24%86/ 185
2Y+21.28%+23.67%76/ 155
3Y+19.74%+22.83%71/ 139
5Y+12.99%+14.24%46/ 96
7Y+16.27%+15.31%30/ 70
10Y+12.82%+12.16%29/ 65

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.