Sundaram Nifty 100 Equal Weight Fund Direct Growth

Sundaram Nifty 100 Equal Weight Fund Direct Growth

+17.99%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹174.82
Min. for SIP
₹100
Fund size
₹134.59 Cr
Expense ratio
0.49%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,344
+7.24%
3 years₹1,80,000₹2,26,998
+26.11%
5 years₹3,00,000₹4,44,435
+48.14%
10 years₹6,00,000₹13,00,058
+116.68%

Holdings (101)

NameSectorInstrumentsAssets
Jindal Steel Ltd.Metals & MiningEquity1.25%
Tata Steel Ltd.Metals & MiningEquity1.24%
State Bank of IndiaFinancialEquity1.22%
Vedanta Ltd.Metals & MiningEquity1.17%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.17%
NTPC Ltd.EnergyEquity1.16%
ABB India Ltd.Capital GoodsEquity1.16%
Power Finance Corporation Ltd.FinancialEquity1.15%
Indian Oil Corporation Ltd.EnergyEquity1.15%
JSW Steel Ltd.Metals & MiningEquity1.13%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.11%
Axis Bank Ltd.FinancialEquity1.11%
Siemens Energy India Ltd.EnergyEquity1.11%
Power Grid Corporation Of India Ltd.EnergyEquity1.11%
Samvardhana Motherson International Ltd.AutomobileEquity1.10%
Bharat Electronics Ltd.Capital GoodsEquity1.10%
Bank Of BarodaFinancialEquity1.10%
Shriram Finance LtdFinancialEquity1.10%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.10%
Bajaj Auto Ltd.AutomobileEquity1.09%
Siemens Ltd.Capital GoodsEquity1.08%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.08%
Eicher Motors Ltd.AutomobileEquity1.07%
Solar Industries India Ltd.ChemicalsEquity1.06%
Titan Company Ltd.Consumer DiscretionaryEquity1.06%
Ultratech Cement Ltd.ConstructionEquity1.06%
Punjab National BankFinancialEquity1.06%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity1.05%
Coal India Ltd.EnergyEquity1.05%
TVS Motor Company Ltd.AutomobileEquity1.05%
Hindalco Industries Ltd.Metals & MiningEquity1.04%
Larsen & Toubro Ltd.ConstructionEquity1.04%
Bharat Petroleum Corporation Ltd.EnergyEquity1.03%
Canara BankFinancialEquity1.02%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.01%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.01%
Avenue Supermarts Ltd.ServicesEquity1.01%
Max Healthcare Institute Ltd.HealthcareEquity1.01%
Pidilite Industries Ltd.ChemicalsEquity1.01%
ICICI Bank Ltd.FinancialEquity1.01%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.00%
JSW Energy Ltd.Capital GoodsEquity1.00%
Bosch Ltd.AutomobileEquity1.00%
Nestle India Ltd.Consumer StaplesEquity1.00%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.00%
Zydus Lifesciences Ltd.HealthcareEquity0.99%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.99%
SBI Life Insurance Company Ltd.InsuranceEquity0.99%
Hindustan Unilever Ltd.Consumer StaplesEquity0.99%
Adani Energy Solutions Ltd.EnergyEquity0.99%
Life Insurance Corporation of IndiaInsuranceEquity0.99%
Bajaj Finance Ltd.FinancialEquity0.99%
Divi's Laboratories Ltd.HealthcareEquity0.98%
Tata Power Company Ltd.EnergyEquity0.98%
Bajaj Finserv Ltd.FinancialEquity0.98%
Grasim Industries Ltd.ConstructionEquity0.98%
GAIL (India) Ltd.EnergyEquity0.98%
Britannia Industries Ltd.Consumer StaplesEquity0.98%
Havells India Ltd.Capital GoodsEquity0.97%
Shree Cement Ltd.ConstructionEquity0.97%
Adani Power Ltd.EnergyEquity0.97%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.97%
REC Ltd.FinancialEquity0.96%
Adani Enterprises Ltd.ServicesEquity0.96%
United Spirits Ltd.Consumer StaplesEquity0.96%
Bajaj Holdings & Investment Ltd.FinancialEquity0.96%
Tata Consumer Products Ltd.Consumer StaplesEquity0.95%
Kotak Mahindra Bank Ltd.FinancialEquity0.95%
Interglobe Aviation Ltd.ServicesEquity0.94%
HDFC Life Insurance Co Ltd.InsuranceEquity0.94%
Hindustan Zinc Ltd.Metals & MiningEquity0.93%
Mahindra & Mahindra Ltd.AutomobileEquity0.92%
Varun Beverages Ltd.Consumer StaplesEquity0.92%
Adani Green Energy Ltd.Capital GoodsEquity0.92%
Hyundai Motor India Ltd.AutomobileEquity0.92%
Lodha Developers Ltd.ConstructionEquity0.91%
Bajaj Housing Finance Ltd.FinancialEquity0.90%
Trent Ltd.ServicesEquity0.90%
Ambuja Cements Ltd.ConstructionEquity0.89%
The Indian Hotels Company Ltd.ServicesEquity0.89%
HDFC Bank Ltd.FinancialEquity0.88%
Cipla Ltd.HealthcareEquity0.88%
Reliance Industries Ltd.EnergyEquity0.88%
Bharti Airtel Ltd.CommunicationEquity0.88%
Maruti Suzuki India Ltd.AutomobileEquity0.88%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.87%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.87%
Eternal Ltd.ServicesEquity0.86%
DLF Ltd.ConstructionEquity0.86%
Asian Paints Ltd.ChemicalsEquity0.85%
JIO Financial Services Ltd.FinancialEquity0.85%
Tech Mahindra Ltd.TechnologyEquity0.83%
HCL Technologies Ltd.TechnologyEquity0.82%
Tata Consultancy Services Ltd.TechnologyEquity0.79%
Infosys Ltd.TechnologyEquity0.78%
Indian Railway Finance Corporation Ltd.FinancialEquity0.77%
ITC Ltd.Consumer StaplesEquity0.76%
Wipro Ltd.TechnologyEquity0.75%
Info Edge (India) Ltd.ServicesEquity0.74%
LTIMindtree Ltd.TechnologyEquity0.73%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.0%+13.6%+12.4%+11.5%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)1714----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Compare similar funds

About Sundaram Nifty 100 Equal Weight Fund Direct Growth

Sundaram Nifty 100 Equal Weight Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Nifty 100 Equal Weight Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹174.82. The Sundaram Nifty 100 Equal Weight Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 100 Equal Weight Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,