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Sundaram Nifty 100 Equal Weight Fund Direct Growth

Growth
180.030.64% (-1.16)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Sundaram Nifty 100 Equal Weight Fund Performance & Key Metrics

Sundaram Nifty 100 Equal Weight Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6142.43-0.12
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.6443.660.11

Sundaram Nifty 100 Equal Weight Fund Scheme InfoSundaram Nifty 100 Equal Weight Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty100 Equal Weight - TRI

About Index Funds - Others

About Index Funds - Others

Index funds - other invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track

Sundaram Nifty 100 Equal Weight Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Sundaram Nifty 100 Equal Weight Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Funds - Others
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Nifty 100 Equal Weight Fund0.32%20.90%12.70%
UTI Nifty200 Momentum 30 Index Fund-12.55%23.87%19.66%
Motilal Oswal Nifty India Defence Index Fund-24.90%2.04%
Nippon India Nifty Smallcap 250 Index Fund2.50%27.80%30.06%

Sundaram Nifty 100 Equal Weight Fund Returns Comparison

Compare Sundaram Nifty 100 Equal Weight Fund with any MF, ETF, stock or index
Compare Sundaram Nifty 100 Equal Weight Fund with any MF, ETF, stock or index
Sundaram Nifty 100 Equal Weight Fund
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Sundaram Nifty 100 Equal Weight Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Sundaram Nifty 100 Equal Weight Fund Asset Allocation

Sundaram Nifty 100 Equal Weight Fund Asset Allocation

Actual

Target

Sep 2024

Nov 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity0.71%99.29%

Sep 2024

Nov 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Nifty 100 Equal Weight Fund Sector Distribution

Sundaram Nifty 100 Equal Weight Fund Sector Distribution

+36 morePrivate BanksInsurancePharmaceuticalsIT Services & ConsultingPower Generation70.47 %5.12 %5.35 %5.78 %6.64 %6.64 %

Sep 2024

Nov 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Nifty 100 Equal Weight Fund Sector Weightage

Sundaram Nifty 100 Equal Weight Fund Sector Weightage

Mar 24May 24Sep 24Nov 24Mar 25May 255.81%6.22%7.63%7.19%7.00%6.64%
Power Generation as a % of total holdings for last six quarters
Tickertape Separator

Sundaram Nifty 100 Equal Weight Fund Current Holdings

Sundaram Nifty 100 Equal Weight Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram Nifty 100 Equal Weight Fund

AMC Profile of Sundaram Nifty 100 Equal Weight Fund

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 68,696.37 Cr.

Sundaram Nifty 100 Equal Weight Fund Manager Details

Sundaram Nifty 100 Equal Weight Fund Manager Details

Sundaram Nifty 100 Equal Weight Fund Manager Profile

Sundaram Nifty 100 Equal Weight Fund Manager Profile

Rohit Seksaria

AUM:  ₹16,026.45 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ashish Aggarwal

AUM:  ₹1,952.49 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Sundaram Nifty 100 Equal Weight Fund Manager Performance (0)

Sundaram Nifty 100 Equal Weight Fund Manager Performance (0)

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Sundaram Nifty 100 Equal Weight Fund Tax Implications

Sundaram Nifty 100 Equal Weight Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Sundaram Nifty 100 Equal Weight Fund Review & Opinions

Sundaram Nifty 100 Equal Weight Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Sundaram Nifty 100 Equal Weight Fund FAQs

Sundaram Nifty 100 Equal Weight Fund FAQs

  1. What is the NAV of Sundaram Nifty 100 Equal Weight Fund?

    The Current NAV of Sundaram Nifty 100 Equal Weight Fund is ₹180.03, as of 13th June 2025

  2. What are the returns of Sundaram Nifty 100 Equal Weight Fund?

    The Sundaram Nifty 100 Equal Weight Fund has been there since 1st January 2013
    • 1 Year Returns: 0.32
    • 3 Year Returns: 20.90
    • 5 Year Returns: 23.12

  3. What are the top 5 sectors holdings of Sundaram Nifty 100 Equal Weight Fund?

    The top sectors Sundaram Nifty 100 Equal Weight Fund has invested in are as for 1st 01 2013 are as follows -
    • Power Generation | 6.64%
    • IT Services & Consulting | 6.64%
    • Pharmaceuticals | 5.78%
    • Insurance | 5.35%
    • Private Banks | 5.12%

  4. What are the top 5 holdings Sundaram Nifty 100 Equal Weight Fund?

    The top 5 holdings for Sundaram Nifty 100 Equal Weight Fund are
    • Indusind Bank Ltd | 1.22%
    • Canara Bank Ltd | 1.21%
    • Bharat Electronics Ltd | 1.19%
    • Jio Financial Services Ltd | 1.15%
    • Hindustan Aeronautics Ltd | 1.14%

  5. What is the asset allocation of Sundaram Nifty 100 Equal Weight Fund?

    The Sundaram Nifty 100 Equal Weight Fund is a plan that invests
    • Equity | 99.29%
    • Cash & Equivalents | 0.71%

  6. How to invest in Sundaram Nifty 100 Equal Weight Fund?

    If you wish to invest in Sundaram Nifty 100 Equal Weight Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Sundaram Nifty 100 Equal Weight Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Sundaram Nifty 100 Equal Weight Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Sundaram Nifty 100 Equal Weight Fund?

    The AUM of Sundaram Nifty 100 Equal Weight Fund is 106.22 Cr as of 13th June 2025

  8. What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund Plan?

    The expense ratio of Sundaram Nifty 100 Equal Weight Fund Plan is 0.61

  9. How to exit Sundaram Nifty 100 Equal Weight Fund?

    If you have invested in Sundaram Nifty 100 Equal Weight Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Sundaram Nifty 100 Equal Weight Fund?

    The alpha ratio for the Sundaram Nifty 100 Equal Weight Fund is 2.73

    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.

  11. What is the Volatility or Standard Deviation of Sundaram Nifty 100 Equal Weight Fund?

    The volatility or standard deviation for the Sundaram Nifty 100 Equal Weight Fund is 15.77

    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.

  12. What is the sharpe ratio of Sundaram Nifty 100 Equal Weight Fund?

    The sharpe ratio for the Sundaram Nifty 100 Equal Weight Fund is -0.12

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as 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.

  13. What is the Sortino ratio of Sundaram Nifty 100 Equal Weight Fund?

    The Sortino ratio for the Sundaram Nifty 100 Equal Weight Fund is -0.01

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Sundaram Nifty 100 Equal Weight Fund?

    The PE ratio (price-to-earnings) of the Sundaram Nifty 100 Equal Weight Fund is 42.43 while category PE ratio is 43.66

  15. 1. Test MF FAQ for Mutual Fund Sundaram Nifty 100 Equal Weight Fund Shares?

    The Current NAV of Sundaram Nifty 100 Equal Weight Fund is ₹180.03, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Sundaram Nifty 100 Equal Weight Fund Plan?

    There is a lock in period of N/A for Sundaram Nifty 100 Equal Weight Fund