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Business News/Market/Market Stats/    Sundaram Nifty 100 Equal Wgt Gr

Sundaram Nifty 100 Equal Wgt Gr

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  • Index Funds
  • Index Funds
  • Rating 2
  • Plan
187.41 +0.01 (0.00%) NAV as on 01 Oct, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)95.67
  • CAGR 51.11%
  • Exit Load0.00%
  • Expense ratio1.03%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date1999-07-27

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 03 October 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 3.23
  • 3.37%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.96
  • Std Deviation 13.84%
  • Tracking Error 0.00%

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 95.67 crores & has delivered CAGR of 22.25% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.03%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Treps, Trent, Colgate Palmolive India & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Electric Utilities & Software & Programming.

 

Some of the similar funds are LIC MF Nifty Next 50 Index Growth, HDFC NIFTY Realty Index Fund Regular Growth, Sundaram Nifty 100 Equal Wgt Gr, Motilal Oswal BSE Low Volatility Index Fund Regular Growth, Edelweiss Nifty 50 Index Fund Regular Growth. Sundaram Nifty 100 Equal Wgt Gr has a sharpe ratio of 0.96 & a standard deviation of 13.84%.

FAQs about Sundaram Nifty 100 Equal Wgt Gr

According to the morning star rating Sundaram Nifty 100 Equal Wgt Gr has a Moderate risk & Exceptional return.
Sundaram Nifty 100 Equal Wgt Gr is managed by Rohit Seksaria,Ashish Aggarwal.
The expense ratio of Sundaram Nifty 100 Equal Wgt Gr is 1.03%.
The 5 year annualized return on Sundaram Nifty 100 Equal Wgt Gr is 22.25% & it has generated 51.11% 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 95.67 crores.
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