Sundaram Nifty 100 Equal Weight Fund Direct Growth

Equity
Large Cap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.57% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2025₹169.24
Min. SIP amount₹100
Rating4
Fund size₹92.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹57,641 (-3.93%)

Holdings (100)

NameSectorInstrumentAssets
FinancialEquity1.37%
FinancialEquity1.33%
FinancialEquity1.31%
FinancialEquity1.21%
Consumer StaplesEquity1.18%
AutomobileEquity1.18%
FinancialEquity1.17%
Metals & MiningEquity1.16%
FinancialEquity1.16%
ConstructionEquity1.15%
FinancialEquity1.15%
Metals & MiningEquity1.14%
Consumer StaplesEquity1.13%
InsuranceEquity1.12%
Metals & MiningEquity1.10%
EnergyEquity1.09%
AutomobileEquity1.09%
CommunicationEquity1.09%
InsuranceEquity1.08%
ServicesEquity1.08%
Consumer StaplesEquity1.08%
FinancialEquity1.07%
Consumer StaplesEquity1.07%
ChemicalsEquity1.06%
EnergyEquity1.06%
EnergyEquity1.06%
EnergyEquity1.05%
HealthcareEquity1.05%
Consumer StaplesEquity1.05%
Consumer StaplesEquity1.05%
ServicesEquity1.05%
FinancialEquity1.04%
HealthcareEquity1.04%
EnergyEquity1.03%
ConstructionEquity1.03%
FinancialEquity1.03%
Consumer DiscretionaryEquity1.03%
FinancialEquity1.03%
ChemicalsEquity1.02%
TechnologyEquity1.02%
HealthcareEquity1.02%
Metals & MiningEquity1.00%
AutomobileEquity1.00%
InsuranceEquity1.00%
AutomobileEquity0.99%
TechnologyEquity0.98%
ConstructionEquity0.98%
TechnologyEquity0.98%
EnergyEquity0.97%
ServicesEquity0.97%
HealthcareEquity0.96%
ServicesEquity0.96%
ConstructionEquity0.95%
Metals & MiningEquity0.95%
FinancialEquity0.95%
ServicesEquity0.95%
AutomobileEquity0.95%
FinancialEquity0.94%
AutomobileEquity0.94%
HealthcareEquity0.94%
Capital GoodsEquity0.94%
ConstructionEquity0.94%
EnergyEquity0.94%
EnergyEquity0.93%
Capital GoodsEquity0.93%
TechnologyEquity0.93%
HealthcareEquity0.93%
TechnologyEquity0.92%
Consumer StaplesEquity0.92%
AutomobileEquity0.92%
InsuranceEquity0.92%
HealthcareEquity0.92%
EnergyEquity0.92%
InsuranceEquity0.91%
EnergyEquity0.91%
ServicesEquity0.91%
ConstructionEquity0.90%
Consumer StaplesEquity0.89%
EnergyEquity0.89%
FinancialEquity0.89%
ServicesEquity0.89%
TechnologyEquity0.89%
FinancialEquity0.89%
EnergyEquity0.88%
EnergyEquity0.88%
FinancialEquity0.88%
AutomobileEquity0.86%
AutomobileEquity0.85%
FinancialEquity0.85%
ConstructionEquity0.84%
Capital GoodsEquity0.81%
Capital GoodsEquity0.81%
Capital GoodsEquity0.81%
Capital GoodsEquity0.81%
Capital GoodsEquity0.79%
ServicesEquity0.77%
FinancialEquity0.77%
Consumer StaplesEquity0.76%
Capital GoodsEquity0.75%
FinancialEquity0.74%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.7%14.8%26.4%12.2%
Category average5.5%13.0%23.6%NA
Rank with in category81256NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
7.7%19.1%34,211.60
5
7.7%16.9%60,177.20
4
10.3%14.6%13,848.24
5
1.3%14.6%457.68
4
8.8%14.4%1,634.08

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

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,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
3Y and 5Y annualised returns higher than category average

Cons

1Y and 10Y annualised returns lower than category average
Higher expense ratio: 0.52%

Compare funds

Sundaram Nifty 100 Equal Weight Fund Direct Growth
VS
Add mutual fund to compare
MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 30 of Mar
â“’ 2016-2025 Groww. All rights reserved, Built with ♥in India
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ