How to check the XIRR of Sundaram Global Brand Theme-Equity Active FOF - Direct Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Global Brand Theme-Equity Active FOF - Direct Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Sundaram Global Brand Theme-Equity Active FoF - Direct Growth

Q: How to check portfolio overlap for Sundaram Global Brand Theme-Equity Active FOF - Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Global Brand Theme-Equity Active FOF - Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 1.49

Risk: -

Other Scheme - FoF Overseas

Plan: Direct

Benchmark: -

Inception: 16-07-2007

Exit Load: Nil

Fund Size:₹147.63 Cr

Performance

Fund25.72%

Cat. Avg.36.74%

Fund18.53%

Cat. Avg.24.47%

Fund17.53%

Cat. Avg.22.68%

Fund12.11%

Cat. Avg.12.48%

10Y

Fund12.94%

Cat. Avg.12.68%

FundN/A

Cat. Avg.14.26%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Sundaram Global Brand Fund - Master Class	DEBT	Other	Other		143.47	97.18%
2	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	6.61%	4.60	3.12%
3	Cash and Other Net Current Assets	CASH	Others	Others		-0.44	-0.30%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65854	+9.8%	+21.2%
2Y	07 Aug, 24	1.20 L.	1.48 L.	+23.5%	+23.2%
3Y	07 Aug, 23	1.80 L.	2.41 L.	+33.7%	+20.6%
5Y	09 Aug, 21	3 L.	4.67 L.	+55.8%	+18.2%
10Y	08 Aug, 16	6 L.	12.77 L.	+112.8%	+14.6%
SI	07 Feb, 13	8.10 L.	19.87 L.	+145.3%	+12.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.26 L.	+25.7%	+25.7%
2Y	15 Jul, 24	1 L.	1.40 L.	+40.5%	+18.5%
3Y	17 Jul, 23	1 L.	1.62 L.	+62.3%	+17.5%
5Y	15 Jul, 21	1 L.	1.77 L.	+77.1%	+12.1%
10Y	15 Jul, 16	1 L.	3.38 L.	+237.7%	+12.9%
SI	08 Jan, 13	1 L.	3.39 L.	+238.9%	+9.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.