Sundaram Nifty 100 Equal Weight Fund - IDCW - Regular Plan

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • 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-Income Distribution CUM Capital Withdrawal -3.84 -8.79 -0.84 13.83 17.09 12.13
BSE SENSEX - TRI -1.97 -6.74 3.24 11.52 14.50 13.30
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-Income Distribution CUM Capital Withdrawal Mar 09, 2004 -0.84 13.83 17.09 1.02 96.35
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 1.34 11.00 14.10 0.92 1,680.51

Fund Holdings as on 31-January-2025

  • TREPS

  • Bajaj Finance Ltd

  • TATA Consumer Products Ltd

  • Bajaj Finserv Ltd

  • Oil & Natural Gas Corporation Ltd

  • Maruti Suzuki India Ltd

  • Kotak Mahindra Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Nestle India Ltd

  • Britannia Industries Ltd

  • Eicher Motors Ltd

  • Shree Cement Ltd

  • Hindustan UniLever Ltd

  • IndusInd Bank Ltd

  • Godrej Consumer Products Ltd

  • Titan Company Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • SBI Life Insurance Company Ltd

  • Avenue Supermarts Ltd

  • JSW Steel Ltd

  • Dabur India Ltd

  • Bajaj Holdings & Investment Ltd

  • Reliance Industries Ltd

  • Wipro Ltd

  • Indian Railway Finance Corporation Ltd

  • Adani Power Ltd

  • Coal India Ltd

  • HDFC Life Insurance Company Ltd

  • LTIMindtree Ltd

  • Zydus Lifesciences Ltd

  • Grasim Industries Ltd

  • Bharti Airtel Ltd

  • Hero MotoCorp Ltd

  • Asian Paints Ltd

  • Bajaj Auto Ltd

  • Ultratech Cement Ltd

  • Pidilite Industries Ltd

  • Cipla Ltd

  • TVS Motor Company Ltd

  • Punjab National Bank

  • Bharat Electronics Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Tech Mahindra Ltd

  • Infosys Ltd

  • Tata Consultancy Services Ltd

  • Mahindra & Mahindra Ltd

  • Adani Total Gas Ltd

  • Tata Steel Ltd

  • Larsen & Toubro Ltd

  • NTPC LTD

  • Power Grid Corporation of India Ltd

  • NHPC Ltd

  • ICICI Bank Ltd

  • Hindalco Industries Ltd

  • Vedanta Ltd

  • Tata Motors Ltd

  • State Bank of India

  • Divis Laboratories Ltd

  • Union Bank of India

  • Adani Energy Solutions Ltd

  • Sun Pharmaceutical Industries Ltd

  • LIC of India Ltd

  • HDFC Bank Ltd

  • Adani Enterprises

  • ITC Ltd

  • Torrent Pharmaceuticals Ltd

  • Hindustan Aeronautics Ltd

  • Adani Green Energy Ltd

  • Havells India Ltd

  • Ambuja Cements Ltd

  • Indian Oil Corporation Ltd

  • Apollo Hospitals Enterprise Ltd

  • Canara Bank

  • Shriram Finance Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Power Finance Corporation Ltd

  • HCL Technologies Ltd

  • Axis Bank Ltd

  • Interglobe Aviation Ltd

  • Samvardhana Motherson International Ltd

  • Dr. Reddys Laboratories Ltd

  • TATA Power Company Ltd

  • GAIL (India) Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Siemens Ltd

  • United Spirits Ltd

  • DLF Ltd

  • Info Edge (India) Ltd

  • Bharat Petroleum Corporation Ltd

  • Macrotech Developers Ltd

  • Bank of Baroda

  • REC Ltd

  • Bharat Heavy Electricals Ltd

  • Varun Beverages Ltd

  • ABB India Ltd

  • Bosch Ltd

  • Jindal Steel & Power Ltd

  • Trent Ltd

  • Zomato Ltd

  • JSW Energy Ltd

  • Jio Financial Services Ltd

  • Cash and Other Net Current Assets

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  • Power Generation/Distribution

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bank - Private

  • Insurance

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Food

  • Refineries

  • Finance Term Lending

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Defence

  • Metal - Non Ferrous

  • Retailing

  • Construction - Real Estate

  • Auto Ancillary

  • Miscellaneous

  • Tea/Coffee

  • Oil Exploration

  • Finance - Investment

  • Diamond & Jewellery

  • Travel Services

  • Mining & Minerals

  • Paints

  • Diversified

  • Telecommunication - Service Provider

  • Chemicals

  • Engineering - Construction

  • Gas Transmission/Marketing

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • Trading

  • Hospital & Healthcare Services

  • Airlines

  • Breweries & Distilleries

  • Industrial Gases & Fuels

  • Port

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • e-Commerce

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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 09-Mar-2004 and currently has an AUM of ₹96.35 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 ₹-0.32(-0.45%)yesterday to ₹72.3345.

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