Sundaram Mutual Fund

Sundaram Nifty 100 Equal Weight Fund Direct Plan Growth

EquityLarge Cap
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Top Ranked

₹ 173.24

NAV (May 02)

23.515%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

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Scheme Information

Investment Objective

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.

Expense Ratio
0.52 %
Launched 12Y ago
2013-01-02
AUM in Crores
98.9
ISIN
INF173K01EZ4
Lock-in (days)
No Lock-in
Benchmark
NIFTY 100 Equal Weight Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.8
Beta
1.1
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

4.28%
4.284%

Oil And Natural Gas Corporation Ltd.

1.13%
1.131%

REC Ltd.

1.11%
1.107%

Infosys Ltd.

1.09%
1.094%

HDFC Life Insurance Co Ltd.

1.09%
1.088%
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Allocation by Sector

Financial

19.77%
19.770856%

Energy

11.57%
11.567493%

Consumer Staples

9.13%
9.129391%

Automobile

8.79%
8.78757%

Services

7.57%
7.569111%
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Frequently Asked Questions

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