- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Nifty 100 Equal Wgt fund (Growth)
Formerly Principal Nifty 100 Equal Wgt Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 130.7891
NAV (Nov 30)
Fund Returns
Last 1Y | 14.6% |
Last 3Y | 19.1% |
Last 5Y | 13.5% |
Last 10Y | 11.8% |
Since Inception | NA |
6 Month CAGR | 14.2% |
Scheme Information
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 | 1.03 |
Launched (24y ago) | Jul 27, 1999 |
AUM in Crores | 62.049 |
ISIN | INF173K01AG2 |
Lock-in | No Lock-in |
Benchmark | NIFTY 100 Equal Weighted Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.3 |
Standard Deviation (5yr) | 19.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.013 |
Sharpe Ratio (5yr) | 0.446 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Nifty 100 Equal Wgt fund (Growth) | 10,23,538 | 2,90,926 | 13.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
treps
3.2%sbi life insurance company limited
1.1%coal india ltd
1.1%dlf ltd
1.1%bharat electronics ltd
1%Allocation by Sector
financial services
20.4%basic materials
14.3%consumer defensive
13.8%consumer cyclical
11.9%industrials
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.6% | ||
25.1% | 20.4% | ||
21.7% | 12.5% | ||
19.9% | 14.5% | ||
12.4% | 7.5% |
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 24 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 11/30/2023 is ₹130.79 with the total AUM as of 12/1/2023 is ₹62.049. 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 ₹1000 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 14.6% 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)?
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 ₹1000. 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 1.03% for regular plan.