Sundaram Smart NIFTY 100 Equal Weight Direct Growth
Very High Risk
Index
NAV as of Dec 31, 2021
₹18.62
1.27%1D Change
Returns since inception
13.34%p.a.
Very High Risk
Index
NAV as of Dec 31, 2021
₹18.62
1.27%1D Change
Returns since inception
13.34%p.a.
Sundaram Smart NIFTY 100 Equal Weight Direct Growth
Very High Risk|Index
NAV as of Dec 31, 2021
₹18.62
1.27%1D
Returns since inception
13.34%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- RatingNo Rating
- Expense ratio0.47%
- Exit Load0% within 0 days
- AUM (Fund size)₹38.41 Crore
- Lock-in periodNo Lock-in
- Age8 yrs since Jan 12, 2017
- Min. investmentSIP ₹300 & 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 Name | Assets (%) |
|---|---|
| Treps | 1.71% |
| Tata Motors Ltd | 1.41% |
| Apollo Hospitals Enterprise Ltd | 1.27% |
| Power Grid Corp Of India Ltd | 1.2% |
| Vedanta Ltd | 1.2% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Motilal Oswal Nifty Bank ... | ₹ 653 Cr | ₹20.52 | 0.29% | Very High |
| Nippon India Index Fund -... | ₹ 2,572 Cr | ₹45.06 | 0.08% | Very High |
| Motilal Oswal Nifty 50 In... | ₹ 723 Cr | ₹21.30 | 0.08% | Very High |
| UTI Nifty 50 Index Fund-G... | ₹ 23,731 Cr | ₹171.88 | 0.08% | Very High |
NAV History
FUND | Sundaram Smart NIFTY 100 Equal Weight Direct Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹18.62 |
| Class | Index | Nifty |
| Inception Date | Jan 12, 2017 |
| Fund Manager | S. Bharath, Rohit Seksaria |
FUND | Sundaram Smart NIFTY 100 Equal Weight Direct Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Smart NIFTY... | 2.22% | 2.3% | -1.11% | 9.62% | 33.17% | 16.19% |
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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,842 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
