• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A)

Formerly Sundaram Smart NIFTY 100 Eql Wgt Reg DP

Sundaram Mutual Fund

Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A)

EquityLarge Cap

16.0355

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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (7y ago)
Jan 12, 2017
AUM in Crores
38.407
ISIN
INF903JA1641
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

Rohit Seksaria

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 Smart NIFTY 100 Equal Weight fund (PIDCW-A)70%10,72,919 3,40,30715.3%
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 2021-12-31

Top Stock Holdings

See all holdings

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

₹ 42,669 cr

₹ 63,933 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

12.3%

8.9%

20.1%

21.3%

5.3%

4.9%

22.7%

13.5%

20%

%

Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A) Review

Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 12% over a period of 7 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 manager’s name is Rohit Seksaria.

Nav of Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A) as of 12/31/2021 is ₹16.04 with the total AUM as of 6/21/2024 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 (PIDCW-A) 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 (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 Smart NIFTY 100 Equal Weight 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 PR INR.

Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 31% 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 (PIDCW-A).

Frequently Asked Questions

What is Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A)?

Sundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight fund (PIDCW-A)?

You can invest in Sundaram Smart NIFTY 100 Equal Weight 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 Smart NIFTY 100 Equal Weight fund (PIDCW-A)?

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

Is Sundaram Smart NIFTY 100 Equal Weight fund (PIDCW-A) good to invest in?

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

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