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Sundaram Nifty 100 Equal Weight Fund Direct-Growth
NAV as of(Aug 11, 2023)
₹ 126.97 -0.31 % 1-D Change
Returns 
11.08% p.a.
You get upto 0.46%extra returns
- Monthly SIP
Monthly SIP is not available for this fund - Lumpsum Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
This fund vs
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Scheme Details
| VRO Rating | |
| Expense ratio | 0.57% As on Jun 30, 2023 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 61 Crs |
| Lock-in | No Lockin |
| Age | 10 yrs 7 m Since Jan 01, 2013 |
| Benchmark | NIFTY 100 Equal Weighted TRI |
| Min. Investment | SIP ₹500 & Lumpsum ₹5000 |
About Sundaram Nifty 100 Equal Weight Fund
Sundaram Nifty 100 Equal Weight Fund Direct-Growth is a Large Cap Index mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 10 yrs 7 m, having been launched on 01/01/2013. Sundaram Nifty 100 Equal Weight Fund Direct-Growth has ₹61 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.57%, which is higher than what most other Large Cap Index funds charge.
.....- Sundaram Nifty 100 Equal Weight Fund Direct-Growth returns of last 1-year are 10.23%. Since launch, it has delivered 11.16% average annual returns. The fund has doubled the money invested in it every 4 yrs.
- Sundaram Nifty 100 Equal Weight Fund Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is below average.
- The fund has the majority of its money invested in Financial, Consumer Staples, Energy, Services, Materials sectors. It has taken less exposure in Financial, Consumer Staples sectors compared to other funds in the category.
- The fund's top 5 holdings are in Cipla Ltd., Adani Green Energy Ltd., Zomato Ltd., National Thermal Power Corp. Ltd., Colgate-Palmolive (India) Ltd..
Investment Returns Calculator
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Category Average | |||
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jul 31, 2023Top Stock Holdings
Allocation by Market Cap
Large Cap 88.82%
Mid Cap 9.21%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Financial 14.64%
Consumer Staples 12.7%
Energy 9.02%
Services 7.91%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 1.31%
Repo 0.47%
Cash/Net Current Assets 0.18%
Other Holdings
Others 0.47%
Want to know in detail about the portfolio of this fund?
Comparison with large cap index Funds
as on Aug 14, 2023| Fund name | Annual Return % | ||
|---|---|---|---|
| DSP Nifty 50 Equal Weight Index Fund | 12.76% | ||
| Nippon India Index S&P BSE Sensex | 12.55% | ||
| ICICI Prudential S&P BSE Sensex Index Fund | 12.55% | ||
| HDFC Index S&P BSE Sensex Fund | 12.51% | ||
| Tata S&P BSE Sensex Index Fund | 12.46% | ||
| Bandhan Nifty 50 Index Fund | 12.38% | ||
| Sundaram Nifty 100 Equal Weight Fund | 10.65% |
Trailing Returns and Ranks
as on Aug 14, 2023| Period | Trailing returns | Category average |
|---|---|---|
| 1 month | 0.98% | 0.21% |
| 3 months | 9.49% | 7.66% |
| 6 months | 15.72% | 12.65% |
| 1 year | 8.86% | 9.21% |
| 3 years | 22.32% | 20.82% |
| 5 years | 10.65% | 11.81% |
| 10 years | 12.14% | 13.72% |
Want to know in detail about the returns of this fund?
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Sundaram Nifty 100 Equal Weight Fund
EQUITY LARGE CAP INDEX
The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
- Std. Dev : 15.14
- Alpha : -0.25
- Beta : 1.03
- Sharpe : 1.2
- Sortino : 2.18
Rohit Seksaria
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Ashish Aggarwal
Mr. Aggarwal has done BE, PGPM
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Sundaram Mutual Fund
TOTAL AUM:
₹45,612 Crs
As on Jun 30, 2023
- Phone: 1860-425-7237
- Address: Sundaram Towers No. 46,,1st& 2nd Floor,
Whites Road,
Royapettah
Chennai, 600014
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How are the returns of Sundaram Nifty 100 Equal Weight Fund ?
The Sundaram Nifty 100 Equal Weight Fund is a 10 yrs 7 m old fund and has delivered average annual returns of 11.08% since inception.
Sundaram Nifty 100 Equal Weight Fund Returns
| 1-Year | 3-Year | 5-Year | 10-Year | Since Inception |
|---|---|---|---|---|
| 8.86% | 22.32% | 10.65% | 12.14% | 11.08% |
What is the current NAV of Sundaram Nifty 100 Equal Weight Fund?
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Nifty 100 Equal Weight Fund for Aug 11, 2023 is 126.97.
How do I invest in Sundaram Nifty 100 Equal Weight Fund?
On ET Money, Investing in Sundaram Nifty 100 Equal Weight Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
- Click on the Invest Now Button present on the top right-hand side.
- Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
- Provide few more details needed including the bank account from which you will be making the payment and confirm.
- That's it. Your SIP or one-time investment in Sundaram Nifty 100 Equal Weight Fund is done.
How much does Sundaram Nifty 100 Equal Weight Fund charge as expense ratio?
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Nifty 100 Equal Weight Fund is 0.57%. .
How can I redeem my investments in Sundaram Nifty 100 Equal Weight Fund?
Redeeming your investments in Sundaram Nifty 100 Equal Weight Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Nifty 100 Equal Weight Fund from anywhere else, you can go to the fund house website and put a request through it.
What is the AUM or size of Sundaram Nifty 100 Equal Weight Fund?
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Nifty 100 Equal Weight Fund is ₹61 Crs.
What are the top stock holdings of Sundaram Nifty 100 Equal Weight Fund?
The Sundaram Nifty 100 Equal Weight Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| Cipla Ltd. | 1.1% |
| Adani Green Energy Ltd. | 1.08% |
| Zomato Ltd. | 1.08% |
| National Thermal Power Corp. Ltd. | 1.08% |
| Colgate-Palmolive (India) Ltd. | 1.08% |
| HDFC Asset Management Company Ltd. | 1.06% |
| United Spirits Ltd. | 1.06% |
| ACC Ltd. | 1.06% |
| Ambuja Cements Ltd. | 1.05% |
| Larsen & Toubro Ltd. | 1.05% |
What are the top sectors Sundaram Nifty 100 Equal Weight Fund has invested in?
The Sundaram Nifty 100 Equal Weight Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 14.64% |
| Consumer Staples | 12.7% |
| Energy | 9.02% |
| Services | 7.91% |
| Materials | 7.87% |
| Automobile | 7.77% |
| Capital Goods | 6.1% |
| Healthcare | 6.07% |
| Technology | 5.74% |
| Metals & Mining | 4.94% |