• 1 Year Returns: 8.65%
• 3 Year Returns: 17.50%
• 5 Year Returns: 10.96%

• Others | 97.56%
• Miscellaneous | 2.44%

• Sundaram Global Brand Fund - Master Class | 97.76%
• TREPS | 2.44%
• Cash and Other Net Current Assets | -0.21%

• Mutual Funds | 97.76%
• Cash & Equivalents | 2.24%

The alpha ratio for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 6.49

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 15.83

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 0.81

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Global Brand Theme - Equity Active FoF(IDCW) is 0.09

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.