• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A)

Formerly Principal Nifty 100 Equal Wgt IDCW-P

Sundaram Mutual Fund

Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A)

EquityLarge Cap
Top Ranked

87.0795

NAV (Jun 21)

19.3%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

87.0795

NAV (Jun 21)

Fund Returns

Last 1Y
45.2%
Last 3Y
19.6%
Last 5Y
19.5%
Last 10Y
12.4%
Since Inception
12%
6 Month CAGR
23.8%

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
1.03
Launched (25y ago)
Jul 27, 1999
AUM in Crores
79.071
ISIN
INF173K01AH0
Lock-in
No Lock-in
Benchmark
NIFTY 100 Equal Weighted Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
19.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.896
Sharpe Ratio (5yr)
0.674
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A)70%11,93,843 4,61,23119.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-21

Top Stock Holdings

treps

3.5%
3.5%

vedanta ltd

1.5%
1.5%

bharat electronics ltd

1.4%
1.4%

hindustan aeronautics ltd ordinary shares

1.4%
1.4%

siemens ltd

1.3%
1.3%
See all holdings

Allocation by Sector

financial services

22.4%
22.4%

basic materials

12.8%
12.8%

consumer cyclical

11.7%
11.7%

consumer defensive

11.1%
11.1%

industrials

10.5%
10.5%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.2%

8.9%

20.1%

21.3%

5.3%

4.9%

22.3%

13.5%

19.6%

%

Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) Review

Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 12.1% over a period of 24 years. The fund was previously known as Principal Nifty 100 Equal Wgt IDCW-P. 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 IDCW P fund (PIDCW-A) as of 6/21/2024 is ₹87.08 with the total AUM as of 6/24/2024 is ₹79.071. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) 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 IDCW P fund (PIDCW-A) 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 IDCW P fund (PIDCW-A) 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 IDCW P fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 44.4% 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 IDCW P fund (PIDCW-A).

Frequently Asked Questions

What is Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A)?

Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A)?

You can invest in Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) 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 IDCW P fund (PIDCW-A)?

The minimum sip amount for Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) is a Top Ranked fund. You can investSundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) 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 IDCW P fund (PIDCW-A)?

The expense ratio of the Sundaram Nifty 100 Equal Wgt IDCW P fund (PIDCW-A) is 1.03% for regular plan.