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

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

Sundaram Global Brand Theme-Equity Active FoF - Regular Growth

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

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

Sundaram Mutual Fund

Expense Ratio: 2.38

Risk: -

Other Scheme - FoF Overseas

Plan: Regular

Benchmark: -

Inception: 16-07-2007

Exit Load: Nil

Fund Size:₹147.63 Cr

Performance

Fund24.89%

Cat. Avg.32.89%

Fund17.62%

Cat. Avg.22.47%

Fund16.54%

Cat. Avg.21.06%

Fund11.19%

Cat. Avg.11.14%

10Y

Fund12.04%

Cat. Avg.11.60%

Fund8.03%

Cat. Avg.13.01%

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		159.39	97.53%
2	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	5.42%	4.39	2.68%
3	Cash and Other Net Current Assets	CASH	Others	Others		-0.35	-0.21%

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Fund Details

Nippon India ETF NIFTY 50 Bees

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Fund Details

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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 2.39

NAV / Fund Size

₹102.56₹950.79 Cr

Incep: 10-08-2005

Sectoral/ ThematicVery High RiskEquity

6.70%

4.02%

18.67%

17.66%

15.79%

Fund Details

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

NAV / Fund Size₹102.56₹950.79 Cr

Sectoral/ ThematicVery High RiskEquity

6.70%

4.02%

18.67%

17.66%

15.79%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65742	+9.6%	+20.6%
2Y	07 Aug, 24	1.20 L.	1.47 L.	+22.7%	+22.4%
3Y	07 Aug, 23	1.80 L.	2.38 L.	+32.1%	+19.7%
5Y	09 Aug, 21	3 L.	4.57 L.	+52.2%	+17.2%
10Y	08 Aug, 16	6 L.	12.15 L.	+102.5%	+13.7%
SI	07 Sep, 07	11.35 L.	32.37 L.	+185.2%	+10.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.25 L.	+24.9%	+24.9%
2Y	16 Jul, 24	1 L.	1.38 L.	+38.3%	+17.6%
3Y	17 Jul, 23	1 L.	1.58 L.	+58.2%	+16.5%
5Y	16 Jul, 21	1 L.	1.70 L.	+70.0%	+11.2%
10Y	18 Jul, 16	1 L.	3.11 L.	+211.2%	+12.0%
SI	24 Aug, 07	1 L.	4.31 L.	+330.6%	+8.0%

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.