🟡 Average Other Scheme - FoF Overseas

Sundaram Global Brand Theme-Equity Active FOF -

by Sundaram Mutual Fund · Direct Plan · Growth
6.6 / 10
BullWiser Honest Score
31.5%
1Y Return
20.0%
3Y CAGR
--
Exp. Ratio
Sundaram Global Brand Theme-Equity Active FOF - is an average performer in its category with a BullWiser Honest Score of 6.6/10 — below the Other Scheme - FoF Overseas category median of 6.7/10 across 54 funds. Its 3-year CAGR of 20.0% underperforms the Other Scheme - FoF Overseas category average of 23.9% by -3.9 percentage points. As a Direct plan, Sundaram Global Brand Theme-Equity Active FOF - eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Sundaram Global Brand Theme-Equity Active FOF -
AMC
Sundaram Mutual Fund
Category
Other Scheme - FoF Overseas
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
31.5%
3Y CAGR
20.0%

vs Category Average — Other Scheme - FoF Overseas

3Y CAGR
This fund
-3.9% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-0.1 vs category avg

Category: Other Scheme - FoF Overseas · 54 Direct-plan funds compared · 11% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Sundaram Global Brand Theme-Equity Active FOF -?
Sundaram Global Brand Theme-Equity Active FOF - has a BullWiser Honest Score of 6.6/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Global Brand Theme-Equity Active FOF -?
The Total Expense Ratio (TER) of Sundaram Global Brand Theme-Equity Active FOF - Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Global Brand Theme-Equity Active FOF -?
Sundaram Global Brand Theme-Equity Active FOF - has delivered 31.5% 1-year returns and 20.0% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Sundaram Global Brand Theme-Equity Active FOF - a good investment?
BullWiser rates Sundaram Global Brand Theme-Equity Active FOF - as AVERAGE (Honest Score 6.6/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Other Scheme - FoF Overseas category.
How does Direct Plan differ from Regular Plan for Sundaram Global Brand Theme-Equity Active FOF -?
The Direct plan of Sundaram Global Brand Theme-Equity Active FOF - has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.