Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend+0.07%

-6.19%
1 Year Return
Equity
Index
1.0star
6M
1Y
3Y
All

Fund Details

Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.93%
NAV10.72 (30 Oct 2020)
Fund Started12 Jan 2017
Fund Size20 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend
-6.2%
-3.3%
NA
3.0%
Category Average
-2.2%
3.8%
7.9%
-
Rank within category
99
90
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -6.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tech Mahindra Ltd.TechnologyEquity1.3%
    JSW Steel Ltd.MetalsEquity1.3%
    Infosys Ltd.TechnologyEquity1.3%
    HCL Technologies Ltd.TechnologyEquity1.3%
    Wipro Ltd.TechnologyEquity1.3%
    Info Edge (India) Ltd.ServicesEquity1.3%
    Hero Motocorp Ltd.AutomobileEquity1.2%
    Divi's Laboratories Ltd.HealthcareEquity1.2%
    Tata Motors Ltd.AutomobileEquity1.2%
    Eicher Motors Ltd.AutomobileEquity1.2%
    See All

    Fund Managers

    addS Bharath
    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.
    Funds Managed
    addRohit Seksaria
    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.
    Funds Managed

    Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend Details

    Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Jan 2017. S Bharath is the Current Fund Manager of Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 30 Oct 2020 is ₹10.72.

    The Sundaram Smart NIFTY 100 Equal Weight Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100.

    Investment Objective

    The scheme seeks to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavour to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to 2% tracking error.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    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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