- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Nifty 100 Equal Weight Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 182.2324
NAV (Oct 15)
Fund Returns
Last 1Y | 46.3% |
Last 3Y | 16.4% |
Last 5Y | 21.9% |
Last 10Y | 12.6% |
Since Inception | 12.1% |
6 Month CAGR | 14.6% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.03 |
Launched (0y ago) | 1.03 |
AUM in Crores | 100 |
ISIN | INF173K01AG2 |
Lock-in | - |
Benchmark | NIFTY 100 Equal Weighted Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14 |
Beta | 1 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Nifty 100 Equal Weight Fund (G) | 12,82,704 | 5,50,092 | 21.9% | |
| 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
Others
4.3%Oil & Natural Gas Corporation Ltd.
1.1%REC Ltd.
1.1%Infosys Ltd.
1.1%HDFC Life Insurance Co Ltd.
1.1%Allocation by Sector
Financial
17.3%Energy
10.9%Consumer Staples
10.8%Automobile
8.6%Services
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 22.3% | ||
16.4% | 15.1% | ||
10.4% | 8.5% | ||
5.7% | 5% | ||
16.4% | 12.1% |
Sundaram Nifty 100 Equal Weight Fund (G) Review
Sundaram Nifty 100 Equal Weight Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 12.082% over a period of 25 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Rohit Seksaria.
Nav of Sundaram Nifty 100 Equal Weight Fund (G) as of 10/15/2024 is ₹182.23 with the total AUM as of 10/16/2024 is ₹99.984302. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Nifty 100 Equal Weight Fund (G) was launched on 1999-07-27. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Nifty 100 Equal Weight Fund (G) 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 Nifty 100 Equal Weight Fund (G) 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 Total Return Index.
It is rated as a 4 fund in Equity and delivered 46.274% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Nifty 100 Equal Weight Fund (G).
Frequently Asked Questions
What is Sundaram Nifty 100 Equal Weight Fund (G)?
How to invest in Sundaram Nifty 100 Equal Weight Fund (G)?
You can invest in Sundaram Nifty 100 Equal Weight Fund (G) 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 Nifty 100 Equal Weight Fund (G)?
The minimum sip amount for Sundaram Nifty 100 Equal Weight Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Nifty 100 Equal Weight Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Nifty 100 Equal Weight Fund (G)?
The expense ratio of the Sundaram Nifty 100 Equal Weight Fund (G) is 1.03% for regular plan.
What is the NAV of Sundaram Nifty 100 Equal Weight Fund (G)?
Today's Sundaram Nifty 100 Equal Weight Fund (G) NAV is ₹182.23.