Formerly Sundaram Smart NIFTY 100 Eql Wgt Reg DP
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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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
29 Cr. Negligible within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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.
Low to Moderate
Very High Risk
Jan 12, 2017
Launched (4y ago)
AUM in Crores
NIFTY 100 Equal Weighted Index PR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Equity Funds
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 32,747 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
₹ 1,462 Cr
₹ 386 Cr
₹ 3,662 Cr
₹ 3,662 Cr
₹ 1,034 Cr
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Sundaram Smart NIFTY 100 Equal Weight of Income Distribution cum Capital Withdrawal fund (PIDCW-A) is a large cap equity fund and has delivered an annualised return of 10.9% over a period of 4 years .The fund was previously known as Sundaram Smart NIFTY 100 Eql Wgt Reg DP.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Rohit Seksaria, S. Bharath
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. However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Smart NIFTY 100 Equal Weight of Income Distribution cum Capital Withdrawal fund (PIDCW-A) fund was launched on Jan 12, 2017. The NAV (Net Asset Value) of this large cap equity as of 2021-05-11 is ₹ 15.0032. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 28.289. The category risk of the Sundaram Smart NIFTY 100 Equal Weight of Income Distribution cum Capital Withdrawal fund (PIDCW-A) fund is Very High Risk. The fund charges 0.94 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.9% in this asset class. The top three holdings of the fund are jsw steel ltd,tata steel ltd and cadila healthcare ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 of Income Distribution cum Capital Withdrawal fund (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Smart NIFTY 100 Equal Weight of Income Distribution cum Capital Withdrawal fund (PIDCW-A) has a score of 1 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.