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Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth

Other
Index
Very High Risk
16.17%
3Y annualised
+1.27% 1D
1M
6M
1Y
3Y
All
NAV: 31 Dec 2021₹18.62
Min. SIP amountNA
Rating2
Fund size₹38.41Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA33.2%16.2%13.3%
Category averageNA48.0%13.9%NA
Rank with in categoryNA846NA
Understand terms

Holdings (100)

NameSectorInstrumentAssets
AutomobileEquity1.4%
HealthcareEquity1.3%
EnergyEquity1.2%
MetalsEquity1.2%
TechnologyEquity1.2%
Consumer DurableEquity1.2%
EnergyEquity1.2%
EngineeringEquity1.1%
FinancialEquity1.1%
ServicesEquity1.1%
See All

Pros and cons

Category: Other Index

Pros

3Y annualised returns higher than category average by 1.38%
Exit load is zero
Lower expense ratio: 0.47%

Cons

Lower AUM: 38Cr. Funds with lower AUM tend to have higher expense ratio
Lower alpha: -0.73 The fund has generated returns lower than benchmark - NIFTY 100 Equal Weighted TRI - in the last 3Y
Low rating: 2
1Y annualised returns lower than category average by 12.88%

Expense ratio, exit load and tax

Expense ratio: 0.47%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Apr 2018 - Present
View details
Rohit Seksaria
Jul 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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