Sundaram Nifty 100 Equal Weight Fund Direct Growth

Other
Index
Very High Risk
20.82%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2024₹163.18
Min. SIP amount₹100
Rating3
Fund size₹69.47Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.3%20.8%17.1%12.9%
Category average42.6%17.9%15.6%NA
Rank with in category261812NA
Understand terms

Holdings (103)

NameSectorInstrumentAssets
Capital GoodsEquity1.48%
ServicesEquity1.43%
EnergyEquity1.42%
ConstructionEquity1.36%
EnergyEquity1.35%
EnergyEquity1.28%
ServicesEquity1.27%
ServicesEquity1.27%
Capital GoodsEquity1.25%
InsuranceEquity1.25%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
10Y annualised returns lower than category average by 0.8%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher expense ratio: 0.57%

Expense ratio, exit load and tax

Expense ratio: 0.57%

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
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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