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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Pathanjali Srinivasan

12 Jun 25 | 12:00 AM

29.08 0.09 (0.32%)

  • Outperforms

    12.61%

    Return (1Y)

    beaten S&P BSE Sensex by 7.00%

  • More Volatile

    0.97%

    Standard Deviation (1Y)

    Higher Global Funds - Foreign FOF by 0.13%

  • Consistent

    9/12

    Months

    Has beaten Global Funds - Foreign FOF

  • Value research rating

    Not Rated

Stock Composition

There is no data available for this scheme

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Sundaram Global Brand Theme - Equity Active FoF (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram Global Brand Theme - Equity Active FoF (IDCW), has beaten S&P BSE Sensex by 7.00% (CAGR difference)

12.61%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.95.56.06.57.07.58.08.59.09.510.010.511.011.512.012.513.0
JavaScript chart by amCharts 3.20.9Sundaram Global Brand Theme - Equity Active FoF (IDCW) S&P BSE Sensex

Risk

In last 1 year , the volatility of Sundaram Global Brand Theme - Equity Active FoF (IDCW) is Higher than S&P BSE Sensex by 0.13%

0.97%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.830.840.850.860.870.880.890.900.910.920.930.940.950.960.970.98
JavaScript chart by amCharts 3.20.9Sundaram Global Brand Theme - Equity Active FoF (IDCW) S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It beaten its benchmark, Global Funds - Foreign FOF

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9Sundaram Global Brand Theme - Equity Active FoF (IDCW) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

View Stock Composition