Sundaram Nifty 100 Equal Weight Fund Direct Growth

Other
Index
Very High Risk
23.97%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2023₹129.70
Min. SIP amount₹100
Rating2
Fund size₹63.03Cr

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 returns10.2%24.0%11.7%11.3%
Category average11.6%21.8%12.5%NA
Rank with in category681044NA
Understand terms

Holdings (100)

NameSectorInstrumentAssets
ServicesEquity1.2%
HealthcareEquity1.2%
EnergyEquity1.1%
ConstructionEquity1.1%
FinancialEquity1.1%
ConstructionEquity1.1%
Consumer StaplesEquity1.0%
Consumer StaplesEquity1.0%
ServicesEquity1.0%
Metals & MiningEquity1.0%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
1Y, 5Y and 10Y annualised returns lower than category average
3Y annualised returns higher than category average by 2.13%
Lower alpha: -0.12 The fund has generated returns lower than benchmark - NIFTY 100 Equal Weighted Total Return Index - in the last 3Y
Higher expense ratio: 0.57%
Low rating: 2

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

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
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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