Sundaram Nifty 100 Equal Weight Fund - Growth - Direct Plan

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  • Net Change on 28-03-2025

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option 8.28 -3.16 3.73 15.13 26.91 12.37
BSE SENSEX - TRI 3.60 -1.37 7.95 11.84 22.30 13.40
Nifty100 Equal Weight - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 3.73 15.13 26.91 0.52 92.23
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 5.94 13.98 25.39 0.20 1,906.88
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 8.02 20.97 33.82 0.30 1,800.68
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 5.84 12.33 23.15 0.21 1,589.79
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 5.58 17.89 36.31 0.36 702.04
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 10.11 13.70 20.97 0.33 558.03

Fund Holdings as on 28-February-2025

  • TREPS

  • Bajaj Finance Ltd

  • Bajaj Finserv Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Kotak Mahindra Bank Ltd

  • TATA Consumer Products Ltd

  • Maruti Suzuki India Ltd

  • IndusInd Bank Ltd

  • JSW Steel Ltd

  • Shriram Finance Ltd

  • Shree Cement Ltd

  • Bajaj Holdings & Investment Ltd

  • Hindalco Industries Ltd

  • Nestle India Ltd

  • SBI Life Insurance Company Ltd

  • Tata Steel Ltd

  • Reliance Industries Ltd

  • Eicher Motors Ltd

  • Bharti Airtel Ltd

  • HDFC Life Insurance Company Ltd

  • Avenue Supermarts Ltd

  • Dabur India Ltd

  • HDFC Bank Ltd

  • Britannia Industries Ltd

  • Asian Paints Ltd

  • Adani Power Ltd

  • Coal India Ltd

  • Oil & Natural Gas Corporation Ltd

  • Cipla Ltd

  • Godrej Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Interglobe Aviation Ltd

  • Axis Bank Ltd

  • Divis Laboratories Ltd

  • NTPC LTD

  • Grasim Industries Ltd

  • ICICI Bank Ltd

  • Titan Company Ltd

  • Union Bank of India

  • Pidilite Industries Ltd

  • Wipro Ltd

  • Zydus Lifesciences Ltd

  • Jindal Steel & Power Ltd

  • TVS Motor Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bajaj Auto Ltd

  • Infosys Ltd

  • Ultratech Cement Ltd

  • Tech Mahindra Ltd

  • NHPC Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Sun Pharmaceutical Industries Ltd

  • Adani Enterprises

  • Larsen & Toubro Ltd

  • Vedanta Ltd

  • Punjab National Bank

  • Indian Railway Catering & Tourism Corporation Ltd

  • Hero MotoCorp Ltd

  • State Bank of India

  • Mahindra & Mahindra Ltd

  • Torrent Pharmaceuticals Ltd

  • Havells India Ltd

  • Ambuja Cements Ltd

  • Adani Total Gas Ltd

  • TATA Power Company Ltd

  • Bharat Electronics Ltd

  • Tata Consultancy Services Ltd

  • Dr. Reddys Laboratories Ltd

  • HCL Technologies Ltd

  • ITC Ltd

  • Tata Motors Ltd

  • LIC of India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Adani Energy Solutions Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Indian Oil Corporation Ltd

  • Zomato Ltd

  • Macrotech Developers Ltd

  • United Spirits Ltd

  • Power Grid Corporation of India Ltd

  • Canara Bank

  • Info Edge (India) Ltd

  • LTIMindtree Ltd

  • Bank of Baroda

  • Bharat Petroleum Corporation Ltd

  • GAIL (India) Ltd

  • Power Finance Corporation Ltd

  • Bosch Ltd

  • Samvardhana Motherson International Ltd

  • Indian Railway Finance Corporation Ltd

  • DLF Ltd

  • Hindustan Aeronautics Ltd

  • Bharat Heavy Electricals Ltd

  • JSW Energy Ltd

  • Adani Green Energy Ltd

  • ABB India Ltd

  • Trent Ltd

  • REC Ltd

  • Varun Beverages Ltd

  • Siemens Ltd

  • Jio Financial Services Ltd

  • Cash and Other Net Current Assets

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  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Insurance

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Food

  • Refineries

  • Finance Term Lending

  • Electric Equipment

  • Steel & Iron Products

  • Automobiles - Passenger Cars

  • Metal - Non Ferrous

  • Retailing

  • Construction - Real Estate

  • Defence

  • Auto Ancillary

  • Miscellaneous

  • Finance - Investment

  • Tea/Coffee

  • Telecommunication - Service Provider

  • Mining & Minerals

  • Paints

  • Oil Exploration

  • Airlines

  • Diamond & Jewellery

  • Diversified

  • Chemicals

  • Steel/Sponge Iron/Pig Iron

  • Port

  • Trading

  • Travel Services

  • Engineering - Construction

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • BPO/ITeS

  • Breweries & Distilleries

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

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About Sundaram Nifty 100 Equal Weight Fund

Scheme Analysis

Sundaram Nifty 100 Equal Weight Fund is a Index Funds - Other fund and belongs to Sundaram Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹92.23 crore. Sundaram Nifty 100 Equal Weight Fund is benchmarked against BSE SENSEX - TRI as primary index and Nifty100 Equal Weight - TRI as secondary index.

The NAV of Sundaram Nifty 100 Equal Weight Fund ended down ₹-0.98(-0.57%)yesterday to ₹169.2573.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Nifty 100 Equal Weight Fund is managed by Ashish Aggarwal and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156