• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Nifty 100 Equal Wgt fund (Growth)

Formerly Principal Nifty 100 Equal Wgt Gr

Sundaram Mutual Fund

Sundaram Nifty 100 Equal Wgt fund (Growth)

EquityLarge Cap

114.881

NAV (Dec 02)

10.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

114.881

NAV (Dec 2)

Fund Returns

Last 1Y

5.4%

Last 3Y

16.5%

Last 5Y

10.4%

Last 10Y

11.1%

Since Inception

NA

6 Month CAGR

11.5%

Scheme Information

Investment Objective

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

0.95

Launched (23y ago)

Jul 27, 1999

AUM in Crores

56.815

ISIN

INF173K01AG2

Lock-in

No Lock-in

Benchmark

NIFTY 100 Equal Weighted Index TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

22.5

Standard Deviation (5yr)

19.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.602

Sharpe Ratio (5yr)

0.334

YTM

0

Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

treps

2.9%
2.9%

axis bank ltd

1.2%
1.2%

sun pharmaceuticals industries ltd

1.1%
1.1%

coal india ltd

1.1%
1.1%

hcl technologies ltd

1.1%
1.1%
See all holdings

Allocation by Sector

financial services

20.4%
20.4%

basic materials

14.7%
14.7%

consumer defensive

11.3%
11.3%

consumer cyclical

10.7%
10.7%

industrials

7.9%
7.9%
See all sectors

Compare Sundaram Nifty 100 Equal Wgt fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Nifty 100 Equal Wgt fund (G) Review

    Sundaram Nifty 100 Equal Wgt fund (G) is a Large Cap Equity fund and has delivered an annualised return of null% over a period of 23 years. The fund was previously known as Principal Nifty 100 Equal Wgt Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.

    Nav of Sundaram Nifty 100 Equal Wgt fund (G) as of 12/2/2022 is ₹114.88 with the total AUM as of 12/4/2022 is ₹56.815. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Nifty 100 Equal Wgt fund (G) was launched on Jul 27, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Nifty 100 Equal Wgt fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Nifty 100 Equal Wgt fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 Equal Weighted Index TR INR.

    Sundaram Nifty 100 Equal Wgt fund (G) is rated as a 3 fund in Equity and delivered 5.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Nifty 100 Equal Wgt fund (G).

    Frequently Asked Questions

    What is Sundaram Nifty 100 Equal Wgt fund (G)?

    Sundaram Nifty 100 Equal Wgt fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Nifty 100 Equal Wgt fund (G)?

    You can invest in Sundaram Nifty 100 Equal Wgt fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Nifty 100 Equal Wgt fund (G)?

    The minimum sip amount for Sundaram Nifty 100 Equal Wgt fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Nifty 100 Equal Wgt fund (G) good to invest in?

    As per Scripbox experts, Sundaram Nifty 100 Equal Wgt fund (G) is a Neutral fund. You can investSundaram Nifty 100 Equal Wgt fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Nifty 100 Equal Wgt fund (G)?

    The expense ratio of the Sundaram Nifty 100 Equal Wgt fund (G) is 0.95% for regular plan.