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Sundaram Nifty 100 Equal Weight Fund Direct IDCW

Other
Index
Very High Risk
11.54%
3Y annualised
+0.89% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Jul 2022₹59.92
Min. SIP amount₹100
Rating2
Fund size₹55.45Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.4%11.5%8.5%10.0%
Category average48.0%13.9%14.2%NA
Rank with in category551545NA
Understand terms

Holdings (100)

NameSectorInstrumentAssets
Adani Green Energy Ltd.Capital GoodsEquity1.4%
Ambuja Cements Ltd.ConstructionEquity1.2%
Adani Enterprises Ltd.ServicesEquity1.2%
Mahindra & Mahindra Ltd.AutomobileEquity1.2%
NTPC Ltd.EnergyEquity1.1%
Havells India Ltd.Capital GoodsEquity1.1%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.1%
Adani Transmission Ltd.EnergyEquity1.1%
ACC Ltd.ConstructionEquity1.1%
HDFC Life Insurance Co Ltd.InsuranceEquity1.1%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
Lower AUM: 55Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lower alpha: -0.27 The fund has generated returns lower than benchmark - NIFTY 100 Equal Weighted TRI - in the last 3Y
Higher expense ratio: 0.53%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.53%

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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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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FAQs

How to Invest in Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

You can easily invest in Sundaram Nifty 100 Equal Weight Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Nifty 100 Equal Weight Fund Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Nifty 100 Equal Weight Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Nifty 100 Equal Weight Fund Direct IDCW provide?

The Sundaram Nifty 100 Equal Weight Fund Direct IDCW has been there from 02 Jan 2013 and the average annual returns provided by this fund is -1.45% since its inception.

How much expense ratio is charged by Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

The term Expense Ratio used for Sundaram Nifty 100 Equal Weight Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Nifty 100 Equal Weight Fund Direct IDCW is 0.53% as of 04 Jul 2022...

What is the AUM of Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

The AUM, short for Assets Under Management of Sundaram Nifty 100 Equal Weight Fund Direct IDCW is ₹55.45Cr as of 04 Jul 2022.

How to Redeem Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

If you want to sell your Sundaram Nifty 100 Equal Weight Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Nifty 100 Equal Weight Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

The NAV of Sundaram Nifty 100 Equal Weight Fund Direct IDCW is ₹59.92 as of 01 Jul 2022.

What is the PE and PB ratio of Sundaram Nifty 100 Equal Weight Fund Direct IDCW?

The PE ratio ratio of Sundaram Nifty 100 Equal Weight Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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