Sundaram Nifty 100 Equal Wgt Dir Gr - Regular - Latest NAV [ ₹169.826 ], Returns, Performance, Portfolio & Returns 2025

Sundaram Nifty 100 Equal Wgt Dir Gr

Very High Risk

Index

2 Star

NAV as of May 09, 2025

169.83

-0.52%1D Change

Returns since inception

12.28%p.a.

Very High Risk

Index

2 Star

NAV as of May 09, 2025

169.83

-0.52%1D Change

Returns since inception

12.28%p.a.

Sundaram Nifty 100 Equal Wgt Dir Gr

Very High Risk|Index|2 Star
NAV as of May 09, 2025

169.83

-0.52%1D

Returns since inception

12.28%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Profit0
Final Value0
Absolute returnNaN%

Fund overview

  • Rating2 Star
  • Expense ratio0.52%
  • Exit Load0% within 0 days
  • AUM (Fund size)₹98.89 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹500 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Treps1.73%
Adani Energy Solutions Ltd1.05%
Bajaj Housing Finance Ltd1.03%
IndusInd Bank Ltd1.03%
Siemens Ltd1.03%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Motilal Oswal Nifty Bank ...₹ 634 Cr
19.73 | -1.42%
Very High
DSP Nifty 50 Equal Weight...₹ 724 Cr
19.31 | 1.02%
Very High
ICICI Prudential BSE Sens...₹ 1,806 Cr
26.13 | -1.10%
Very High
Nippon India Index BSE Fu...₹ 869 Cr
42.56 | -1.10%
Very High

NAV History - SUNDARAM NIFTY 100 EQUAL WEIGHT FUND

FUND

SUNDARAM NIFTY 100 EQUAL WEIGHT FUND

NAV (May 09, 2025)₹169.83
ClassIndex | Nifty
Inception DateJan 01, 2013
Fund ManagerRohit Seksaria, Ashish Aggarwal

FUND

SUNDARAM NIFTY 100 EQUAL WEIGHT FUND

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹5000
Exit Load0% within 0 days

Returns

1W

1M

3M

6M

1Y

3Y

SUNDARAM NIFTY 100 E...-1.97%4.51%-0.18%-5.61%3.1%16.82%

About Sundaram Asset Management Company Ltd

Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.

Sundaram Asset Management Company Ltd Details

  • No. of schemes147
  • Total AUM₹31,971.17 Crore
  • AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
  • Phone+91 22 67720555

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.35 Lakhs ₹
Min investment of ₹500 required