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

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

Sundaram Global Brand Theme-Equity Active FoF - Direct IDCW

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

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW 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

Fund8.65%

Cat. Avg.19.38%

Fund15.67%

Cat. Avg.21.40%

Fund17.50%

Cat. Avg.23.91%

Fund10.96%

Cat. Avg.12.28%

10Y

Fund12.04%

Cat. Avg.12.57%

FundN/A

Cat. Avg.13.25%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

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%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	63381	+5.6%	+12.0%
2Y	07 Nov, 24	1.20 L.	1.38 L.	+14.7%	+14.6%
3Y	07 Nov, 23	1.80 L.	2.23 L.	+23.8%	+14.9%
5Y	08 Nov, 21	3 L.	4.37 L.	+45.5%	+15.3%
10Y	07 Nov, 16	6 L.	11.81 L.	+96.8%	+13.1%
SI	08 Apr, 13	8.15 L.	18.37 L.	+125.4%	+11.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Oct, 25	1 L.	1.09 L.	+8.6%	+8.7%
2Y	15 Oct, 24	1 L.	1.34 L.	+33.8%	+15.7%
3Y	16 Oct, 23	1 L.	1.61 L.	+60.8%	+17.2%
5Y	18 Oct, 21	1 L.	1.67 L.	+67.1%	+10.8%
10Y	17 Oct, 16	1 L.	3.14 L.	+213.8%	+12.1%
SI	12 Mar, 13	1 L.	2.90 L.	+189.7%	+8.1%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.