Sundaram Nifty 100 Equal Weight Fund Direct IDCW

Equity
Large Cap
Very High Risk
Payout
+19.03%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Dec 2025
₹83.29
Rating
3
Min. SIP amount
₹100
Fund size
₹131.98Cr

Returns calculator

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

Holdings (103)

NameSectorInstrumentAssets
FinancialEquity1.35%
FinancialEquity1.21%
ChemicalsEquity1.16%
TechnologyEquity1.14%
Consumer DiscretionaryEquity1.12%
FinancialEquity1.11%
TechnologyEquity1.11%
EnergyEquity1.11%
FinancialEquity1.10%
Metals & MiningEquity1.10%
FinancialEquity1.09%
ConstructionEquity1.08%
HealthcareEquity1.08%
EnergyEquity1.07%
AutomobileEquity1.07%
EnergyEquity1.07%
FinancialEquity1.07%
HealthcareEquity1.06%
FinancialEquity1.06%
Consumer StaplesEquity1.06%
CommunicationEquity1.06%
InsuranceEquity1.06%
EnergyEquity1.05%
Metals & MiningEquity1.05%
ServicesEquity1.04%
Consumer StaplesEquity1.04%
AutomobileEquity1.03%
Consumer StaplesEquity1.03%
TechnologyEquity1.03%
FinancialEquity1.03%
FinancialEquity1.03%
InsuranceEquity1.02%
HealthcareEquity1.02%
TechnologyEquity1.02%
TechnologyEquity1.02%
ServicesEquity1.01%
Capital GoodsEquity1.01%
Metals & MiningEquity1.00%
Consumer StaplesEquity1.00%
AutomobileEquity1.00%
FinancialEquity1.00%
TechnologyEquity1.00%
FinancialEquity1.00%
Capital GoodsEquity1.00%
AutomobileEquity0.99%
ServicesEquity0.99%
EnergyEquity0.99%
HealthcareEquity0.99%
EnergyEquity0.98%
HealthcareEquity0.98%
FinancialEquity0.98%
EnergyEquity0.98%
AutomobileEquity0.98%
FinancialEquity0.98%
Consumer StaplesEquity0.98%
Metals & MiningEquity0.98%
InsuranceEquity0.98%
InsuranceEquity0.97%
ConstructionEquity0.97%
Capital GoodsEquity0.96%
ConstructionEquity0.96%
Metals & MiningEquity0.96%
EnergyEquity0.96%
Consumer StaplesEquity0.96%
HealthcareEquity0.95%
ChemicalsEquity0.95%
ConstructionEquity0.95%
ServicesEquity0.95%
AutomobileEquity0.95%
Metals & MiningEquity0.94%
Consumer StaplesEquity0.94%
Capital GoodsEquity0.94%
FinancialEquity0.94%
Consumer StaplesEquity0.93%
HealthcareEquity0.93%
EnergyEquity0.93%
EnergyEquity0.93%
Capital GoodsEquity0.93%
ConstructionEquity0.92%
FinancialEquity0.92%
EnergyEquity0.92%
ConstructionEquity0.92%
ChemicalsEquity0.92%
FinancialEquity0.92%
Capital GoodsEquity0.91%
AutomobileEquity0.91%
HealthcareEquity0.90%
Capital GoodsEquity0.89%
Capital GoodsEquity0.89%
ServicesEquity0.88%
FinancialEquity0.87%
EnergyEquity0.87%
FinancialEquity0.87%
ConstructionEquity0.86%
ServicesEquity0.86%
Capital GoodsEquity0.86%
ServicesEquity0.85%
ServicesEquity0.85%
AutomobileEquity0.82%
AutomobileEquity0.52%
AutomobileEquity0.51%
ServicesRights0.02%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.01%
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
3Y5Y10YAll
Fund returns19.0%17.9%13.0%12.5%
Category average16.3%15.7%13.3%NA
Rank with in category208NANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
9.6%19.9%6,933.59
5
11.7%19.8%78,159.80
4
8.6%17.8%17,233.68
5
8.4%17.6%40,617.55
5
NANA50,312.32

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

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%.

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

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,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

Cons

10Y annualised returns lower than category average by 0.35%
Higher expense ratio: 0.52%

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