- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A)
Formerly Sundaram Smart NIFTY 100 Eql Wgt Reg DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.0355
NAV (Dec 31)
Fund Returns
Last 1Y | 31% |
Last 3Y | 15.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12% |
6 Month CAGR | 6.5% |
Scheme Information
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 (6y ago) | Jan 12, 2017 |
AUM in Crores | 38.407 |
ISIN | INF903JA1658 |
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) | NaN | NaN | % | |
| 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
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) Review
Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 12% over a period of 6 years. The fund was previously known as Sundaram Smart NIFTY 100 Eql Wgt Reg DR. 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 (RIDCW-A) as of 12/31/2021 is ₹16.04 with the total AUM as of 10/4/2023 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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A).
Frequently Asked Questions
What is Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A)?
How to invest in Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A)?
You can invest in Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Smart NIFTY 100 Equal Weight fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Sundaram Smart NIFTY 100 Equal Weight fund (RIDCW-A) is 0.94% for regular plan.