Sundaram Nifty 100 Equal Weight Fund Direct IDCW

Other
Index
Very High Risk
Payout
21.36%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Apr 2024₹84.49
Min. SIP amount₹100
Rating3
Fund size₹72.32Cr

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 returns49.8%21.4%17.4%13.1%
Category average40.0%19.0%15.8%NA
Rank with in category261917NA
Understand terms

Holdings (103)

NameSectorInstrumentAssets
Capital GoodsEquity1.03%
ServicesEquity1.03%
ServicesEquity1.03%
Capital GoodsEquity1.03%
ServicesEquity1.02%
FinancialEquity1.02%
FinancialEquity1.02%
ServicesEquity1.01%
AutomobileEquity1.01%
Capital GoodsEquity1.01%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
10Y annualised returns lower than category average by 0.65%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher expense ratio: 0.57%

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

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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