Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth

Equity
Large Cap
Very High Risk
16.17%
3Y annualised
+1.27% 1D
1M
6M
1Y
3Y
All
NAV: 31 Dec 2021₹18.62
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 (%)

Holdings (102)

NameSectorInstrumentAssets
AutomobileEquity1.41%
HealthcareEquity1.27%
EnergyEquity1.20%
MetalsEquity1.20%
TechnologyEquity1.17%
Consumer DurableEquity1.17%
EnergyEquity1.17%
EngineeringEquity1.15%
FinancialEquity1.13%
ServicesEquity1.12%
ServicesEquity1.11%
FMCGEquity1.11%
FMCGEquity1.10%
TechnologyEquity1.08%
EnergyEquity1.08%
FinancialEquity1.05%
EngineeringEquity1.05%
AutomobileEquity1.05%
AutomobileEquity1.04%
HealthcareEquity1.04%
ConstructionEquity1.04%
CommunicationEquity1.03%
HealthcareEquity1.03%
ConstructionEquity1.03%
TechnologyEquity1.02%
EnergyEquity1.02%
FinancialEquity1.02%
EngineeringEquity1.02%
EnergyEquity1.02%
FMCGEquity1.02%
HealthcareEquity1.02%
HealthcareEquity1.01%
HealthcareEquity1.01%
EnergyEquity1.00%
ConstructionEquity1.00%
FinancialEquity1.00%
TechnologyEquity1.00%
HealthcareEquity1.00%
ConstructionEquity0.99%
FinancialEquity0.99%
FinancialEquity0.99%
MetalsEquity0.99%
FinancialEquity0.99%
FMCGEquity0.98%
FinancialEquity0.98%
FinancialEquity0.98%
FinancialEquity0.98%
FinancialEquity0.97%
FinancialEquity0.97%
AutomobileEquity0.97%
EnergyEquity0.97%
FMCGEquity0.97%
FinancialEquity0.97%
FMCGEquity0.97%
FinancialEquity0.97%
HealthcareEquity0.96%
ChemicalsEquity0.96%
MetalsEquity0.96%
MetalsEquity0.96%
InsuranceEquity0.96%
HealthcareEquity0.95%
TechnologyEquity0.95%
FMCGEquity0.95%
ServicesEquity0.95%
EnergyEquity0.95%
FinancialEquity0.94%
CommunicationEquity0.94%
MetalsEquity0.94%
ChemicalsEquity0.94%
FinancialEquity0.94%
ServicesEquity0.94%
ChemicalsEquity0.94%
HealthcareEquity0.93%
ChemicalsEquity0.93%
ChemicalsEquity0.93%
FMCGEquity0.93%
FinancialEquity0.93%
FinancialEquity0.92%
ConstructionEquity0.92%
ServicesEquity0.91%
EnergyEquity0.91%
FMCGEquity0.91%
TechnologyEquity0.91%
ConstructionEquity0.91%
EnergyEquity0.90%
HealthcareEquity0.90%
ServicesEquity0.88%
ConstructionEquity0.88%
FMCGEquity0.88%
FMCGEquity0.88%
MetalsEquity0.88%
AutomobileEquity0.86%
HealthcareEquity0.86%
MetalsEquity0.86%
AutomobileEquity0.85%
AutomobileEquity0.84%
FinancialEquity0.84%
EnergyEquity0.83%
FinancialEquity0.81%
FinancialEquity0.78%
CommunicationPPE0.04%
FMCGNCD0.01%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA33.2%16.2%13.3%
Category averageNA0.5%18.3%NA
Rank with in categoryNA846NA
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Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
4.1%24.5%43,828.60
5
5.3%21.8%6,323.27
5
3.3%21.4%72,336.05
5
0.1%20.0%38,905.12
4
4.4%19.4%16,617.33

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 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
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 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
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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