MonitorDirect · Growth
Sundaram Global Brand Theme-Equity Active FOF
- NAV
- 48.5271
- 15 Sept 2026
- 1Y
- +20.3%
- Trailing CAGR
- AUM
- ₹169.96 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+20.3%
- 3Y+19.0%
- 5Y+12.8%
- 10Y+12.9%
- SI+9.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+18.3%
- 3Y+20.1%
- 5Y+18.3%
- 10Y+14.7%
- Since inception
- +9.5%
- Calendar-day CAGR
- Excess 1Y
- -1.9%
- Category median, same plan and option
- 3Y win rate
- +51%
- Windows beating the median
- 3Y percentile
- 36
- Vs comparable share classes
- Worst rolling 3Y
- -6.9%
- 2584 daily-ending windows
- Median rolling 3Y
- +9.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2092 daily-ending windows
- SIP 3Y XIRR
- +20.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 153 recovered episodes
- Longest recovery
- 547 days
- Trough to prior peak
- Current spell
- 14 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
3 Sept 2014 – 20 Jul 2017
Trough 20 Jan 2016 · recovered in 547 days
-30.1%
27 Dec 2021 – 5 Jun 2023
Trough 30 Sept 2022 · recovered in 248 days
-24.2%
12 Feb 2020 – 5 Jun 2020
Trough 23 Mar 2020 · recovered in 74 days
-23.6%
18 Feb 2025 – 3 Jul 2025
Trough 8 Apr 2025 · recovered in 86 days
-17.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
38
Consistency
46
Risk-adjusted
43
Drawdown
25
Mean
38
Portfolio
31 Aug 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
97.6%
Cash
2.4%
Sectors
Others
100.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +8.5%
- 3Y
- +23.5%
- Vol
- 21.2%
- Max DD
- -27.1%
- Sharpe
- 0.60
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
DSP Global Innovation Overseas Equity Omni FoF
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- 1Y
- +22.9%
- 3Y
- +26.9%
- Vol
- 20.7%
- Max DD
- -27.6%
- Sharpe
- 0.79
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund
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- 1Y
- +69.2%
- 3Y
- +37.1%
- Vol
- 25.4%
- Max DD
- -24.3%
- Sharpe
- 1.08
- 3Y win
- +77%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Kotak US Specific Equity Passive FOF
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- 1Y
- +29.9%
- 3Y
- +30.0%
- Vol
- 21.4%
- Max DD
- -29.1%
- Sharpe
- 0.81
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Motilal Oswal Mutual Fund
- 1Y
- +28.1%
- 3Y
- n/a
- Vol
- 15.3%
- Max DD
- -14.3%
- Sharpe
- 1.21
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility