Sundaram Smart NIFTY 100 Equal Weight Fund Direct IDCW

Other
Index
Very High Risk
Payout
16.17%
3Y annualised
+1.27% 1D
1M
6M
1Y
3Y
All
NAV: 31 Dec 2021₹16.57
Min. SIP amountNot Supported
Rating2
Fund size₹38.41Cr

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
6M1Y3YAll
Fund returnsNA33.2%16.2%13.3%
Category averageNA-1.2%24.6%NA
Rank with in categoryNA846NA
Understand terms

Holdings (100)

NameSectorInstrumentAssets
Tata Motors Ltd.AutomobileEquity1.4%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.3%
Power Grid Corporation of India Ltd.EnergyEquity1.2%
Vedanta Ltd.MetalsEquity1.2%
Larsen & Toubro Infotech Ltd.TechnologyEquity1.2%
Titan Company Ltd.Consumer DurableEquity1.2%
Adani Transmission Ltd.EnergyEquity1.2%
Adani Green Energy Ltd.EngineeringEquity1.1%
Bank Of BarodaFinancialEquity1.1%
Adani Enterprises Ltd.ServicesEquity1.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.64%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

S Bharath
Apr 2018 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Rohit Seksaria
Jul 2020 - 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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