Sundaram Nifty 100 Equal Wgt Gr
- Index Funds
- Index Funds
- High Risk
Rating:
2
Key Metrics
Aum
₹142.37 Cr
Expense Ratio
0.90%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
27 Jul 1999
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.4% | -- |
| 3 Months | +4% | -- |
| 6 Months | +5.47% | -- |
| 1 Year | +11.23% | +11.23% |
| 2 Years | -- | +4.19% |
| 3 Years | +55.32% | +15.81% |
| 5 Years | +83.21% | +12.87% |
| Since Launch | +1791.6% | 0% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Adani Green Energy | 2.23 | 1.56 |
| Adani Enterprises | 2.10 | 1.47 |
| Adani Energy Solutions | 1.93 | 1.36 |
| Adani Power | 1.89 | 1.32 |
| Trent | 1.84 | 1.29 |
| Solar Industries India | 1.84 | 1.29 |
| Treps | 1.82 | 1.28 |
| CG Power and Industrial Solutions | 1.79 | 1.25 |
| Siemens Energy India | 1.73 | 1.21 |
| Adani Ports and Special Economic Zone | 1.69 | 1.19 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.56
Sharpe Ratio
16.53%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Nifty Next 50 Index Fund Regular Growth | +12.48% | +18.23% | +13.15% |
| ICICI Prudential Nifty Pharma Index Fund Regular Growth | +22.71% | +19.58% | -- |
| UTI Nifty50 Equal Weight Index Fund Regular Growth | +9.68% | +13.98% | -- |
| Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth | +6.09% | +10.37% | -- |
| Sundaram Nifty 100 Equal Wgt Gr | +11.23% | +15.81% | +12.87% |
Results are calculated on CAGR basis
About Fund
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.
The Sundaram Nifty 100 Equal Wgt Gr has an AUM of 142.37 crores & has delivered CAGR of 12.87 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.90%. The minimum investment in Sundaram Nifty 100 Equal Wgt Gr is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Adani Green Energy, Adani Enterprises, Adani Energy Solutions, Adani Power.
The major sectors where the fund is invested are Regional Banks, Electric Utilities, Consumer Financial Services, Biotechnology & Drugs.
Some of the similar funds are HSBC Nifty Next 50 Index Fund Regular Growth, ICICI Prudential Nifty Pharma Index Fund Regular Growth, UTI Nifty50 Equal Weight Index Fund Regular Growth, Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth, Sundaram Nifty 100 Equal Wgt Gr. Sundaram Nifty 100 Equal Wgt Gr has a sharpe ratio of 0.56 & a standard deviation of 16.53%.
FAQs
According to the morning star rating Sundaram Nifty 100 Equal Wgt Gr has a Medium risk & High return.
Sundaram Nifty 100 Equal Wgt Gr is managed by Rohit Seksaria.
The expense ratio of Sundaram Nifty 100 Equal Wgt Gr is 0.90%.
The 5 year annualized return on Sundaram Nifty 100 Equal Wgt Gr is 12.87% & it has generated 11.23% in the last 1 year.
The minimum investment in Sundaram Nifty 100 Equal Wgt Gr is 100 Rs.
Sundaram Nifty 100 Equal Wgt Gr has an AUM of 142.37 crores.
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