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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Nifty 100 Equal Weight Fund Direct IDCW

Sundaram Nifty 100 Equal Weight Fund Direct IDCW

Other
Index
Very High Risk
18.26%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹68.29
Min. SIP amountNA
Rating2
Fund size₹56.12Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns31.5%18.3%14.8%12.4%
Category average48.0%13.9%14.2%NA
Rank with in category124543NA
Understand terms

Holdings (100)

NameSectorInstrumentAssets
AutomobileEquity1.4%
TechnologyEquity1.2%
TechnologyEquity1.2%
Consumer DurableEquity1.2%
MetalsEquity1.2%
EnergyEquity1.1%
EngineeringEquity1.1%
ServicesEquity1.1%
EngineeringEquity1.1%
FMCGEquity1.1%
See All

Pros and cons

Category: Other Index

Pros

3Y and 5Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 0.64%

Cons

Lower AUM: 17Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 17.43%
Lower alpha: -1.56 The fund has generated returns lower than benchmark - NIFTY 100 Equal Weighted TRI - in the last 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.64%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Rohit Seksaria
Jan 2022 - Present
View details
Ashish Aggarwal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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