Sundaram Nifty 100 Equal Weight Fund - Growth

NAV 155.20(0.38%)
Feb 19, 2025
Sundaram Nifty 100 Equal Weight Fund - Growth
AUM
₹96 Cr
Expense (%)
1.02
Turnover (%)
37.20
Benchmark
Nifty100 Equal Weight - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
53.16

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : Sundaram Nifty 100 Equal Weight Fund - Growth

Sundaram Nifty 100 Equal Weight Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 10.23 14.34 17.75 13.42
Average Rolling Returns(%) 15.47 11.87 10.69 9.72

The Current NAV of Sundaram Nifty 100 Equal Weight Fund - Growth is ₹155.20.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Sundaram Nifty 100 Equal Weight Fund - Growth fund’s expense ratio is 1.02%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Nifty 100 Equal Weight Fund - Growth is currently ₹96 Crores.

The Top three stocks are Bajaj Finance, Tata Consumer Produc and Bajaj Finserv and account for 3% of its portfolio. Top 5 and 10 stocks of fund account for 6% and 11% of fund’s portfolio respectively.

Top three sectors of Sundaram Nifty 100 Equal Weight Fund - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 46% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Nifty 100 Equal Weight Fund - Growth Fund is Index Funds - Other.

Rohit Seksaria and Ashish Agarwal manage the Sundaram Nifty 100 Equal Weight Fund - Growth Fund.

Sundaram Nifty 100 Equal Weight Fund - Growth current PE ratio is 45.47 and PB ratio is 7.31

The asset allocation of Sundaram Nifty 100 Equal Weight Fund - Growth is Stocks : 98.61%, Debt : 1.36% and Gold : 0%

The minimum SIP amount for Sundaram Nifty 100 Equal Weight Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Nifty 100 Equal Weight Fund - Growth is Nil

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