• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Smart NIFTY 100 Equal Weight fund (Growth)
Sundaram Mutual Fund

Sundaram Smart NIFTY 100 Equal Weight fund (Growth)

EquityLarge Cap

18.0285

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

18.0285

NAV (Dec 31)

Fund Returns

Last 1Y

31.7%

Last 3Y

15.5%

Last 5Y

NA

Last 10Y

NA

Since Inception

12.2%

6 Month CAGR

7%

Scheme Information

Investment Objective

To invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying index) in the same proportion as in the index and endeavour to generate returns that commensurate before fees and expenses) with the performance of the underlying index. As an index linked scheme,the policy is passive management with rebalancing done on a quarterly basis.

Expense Ratio

0.94

Launched (5y ago)

Jan 12, 2017

AUM in Crores

38.407

ISIN

INF903JA1633

Lock-in

No Lock-in

Benchmark

NIFTY 100 Equal Weighted Index PR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.7

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

S. Bharath

Fund Manager

Rohit Seksaria

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 2021-12-31

Top Stock Holdings

See all holdings

Compare Sundaram Smart NIFTY 100 Equal Weight fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 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

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    Sundaram Smart NIFTY 100 Equal Weight fund (G) Review

    Sundaram Smart NIFTY 100 Equal Weight fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.2% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath.

    Nav of Sundaram Smart NIFTY 100 Equal Weight fund (G) as of 12/31/2021 is ₹18.03 with the total AUM as of 11/27/2022 is ₹38.407. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Smart NIFTY 100 Equal Weight fund (G) was launched on Jan 12, 2017. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight 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 PR INR.

    Sundaram Smart NIFTY 100 Equal Weight fund (G) is rated as a 0 fund in Equity and delivered 31.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Smart NIFTY 100 Equal Weight fund (G).

    Frequently Asked Questions

    What is Sundaram Smart NIFTY 100 Equal Weight fund (G)?

    Sundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight fund (G)?

    You can invest in Sundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight fund (G)?

    The minimum sip amount for Sundaram Smart NIFTY 100 Equal Weight fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Smart NIFTY 100 Equal Weight fund (G) good to invest in?

    As per Scripbox experts, Sundaram Smart NIFTY 100 Equal Weight fund (G) is a Not Reviewed Yet fund. You can investSundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight fund (G)?

    The expense ratio of the Sundaram Smart NIFTY 100 Equal Weight fund (G) is 0.94% for regular plan.