Q: What are the returns of Sundaram Nifty 100 Equal Weight Fund?

The Sundaram Nifty 100 Equal Weight Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 12.49% since inception. Sundaram Nifty 100 Equal Weight Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 3.33% 19.5% 22.64% 12.19% 12.49%

Question 1

What is the current NAV of Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Sundaram Nifty 100 Equal Weight Fund - Direct Growth plan is approximately ₹179.807 as of Jun 05, 2025.

Question 2

What are the returns of Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

The Sundaram Nifty 100 Equal Weight Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 12.49% since inception.

Sundaram Nifty 100 Equal Weight Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
3.33%	19.5%	22.64%	12.19%	12.49%

Question 3

How much does Sundaram Nifty 100 Equal Weight Fund charge as the expense ratio?

Accepted Answer

The Sundaram Nifty 100 Equal Weight Fund - Direct Growth has an expense ratio of 0.61%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

The Sundaram Nifty 100 Equal Weight Fund currently has assets under management (AUM) or fund size valued at approximately ₹99 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

The Sundaram Nifty 100 Equal Weight Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Adani Energy Solutions Ltd.	1.05%
United Spirits Ltd.	1.03%
Ambuja Cements Ltd.	1.03%
Bajaj Housing Finance Ltd.	1.03%
Bajaj Finserv Ltd.	1.03%
Varun Beverages Ltd.	1.03%
Indusind Bank Ltd.	1.03%
Siemens Ltd.	1.03%
Interglobe Aviation Ltd.	1.02%
Hindustan Aeronautics Ltd.	1.02%

Question 6

What are the top sectors Sundaram Nifty 100 Equal Weight Fund has invested in?

Accepted Answer

The Sundaram Nifty 100 Equal Weight Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Adani Energy Solutions Ltd.	1.05%
United Spirits Ltd.	1.03%
Ambuja Cements Ltd.	1.03%
Bajaj Housing Finance Ltd.	1.03%
Bajaj Finserv Ltd.	1.03%
Varun Beverages Ltd.	1.03%
Indusind Bank Ltd.	1.03%
Siemens Ltd.	1.03%
Interglobe Aviation Ltd.	1.02%
Hindustan Aeronautics Ltd.	1.02%

Question 7

What is the risk level of Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

This is a Large Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Nifty 100 Equal Weight Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Nifty 100 Equal Weight Fund is complete.

Question 10

How can I redeem my investments in Sundaram Nifty 100 Equal Weight Fund?

Accepted Answer

Redeeming your investments in Sundaram Nifty 100 Equal Weight Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Nifty 100 Equal Weight Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.61% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹99 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 01, 2013
Benchmark	NIFTY 100 Equal Weight TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 Month	4.13%	2.53%
3 Months	10.67%	9.94%
6 Months	-1.82%	-2.0%
1 Year	3.33%	5.66%
2 Years	22.36%	19.31%
3 Years	19.5%	17.3%
4 Years	14.59%	13.63%
5 Years	22.64%	20.92%
7 Years	13.56%	13.71%
10 Years	12.19%	12.81%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Nifty 100 Equal Weight Fund	N.A.	₹99 Crs	12 yrs 5 m	0.61%
DSP Nifty 50 Equal Weight Index Fund	N.A.	₹2,068 Crs	7 yrs 8 m	0.39%
Nippon India Nifty Next 50 Junior BeES FoF	N.A.	₹550 Crs	6 yrs 3 m	0.12%
UTI Nifty Next 50 Index Fund	N.A.	₹5,037 Crs	7 yrs	0.34%
DSP Nifty Next 50 Index Fund	N.A.	₹949 Crs	6 yrs 3 m	0.26%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Nifty 100 Equal Weight Fund	4.13%	-1.82%	3.33%	19.5%	22.64%	12.19%
DSP Nifty 50 Equal Weight Index Fund	2.43%	1.31%	7.32%	19.41%	24.58%	9.85%
Nippon India Nifty Next 50 Junior BeES FoF	5.19%	-7.73%	-1.23%	21.16%	22.01%	9.4%
UTI Nifty Next 50 Index Fund	5.23%	-7.82%	-1.18%	21.16%	21.97%	9.44%
DSP Nifty Next 50 Index Fund	5.24%	-7.98%	-1.3%	21.17%	21.96%	10.19%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Nifty 100 Equal Weight Fund	15.91	1.12	0.76	1.3
DSP Nifty 50 Equal Weight Index Fund	14.78	1.05	0.82	1.25
Nippon India Nifty Next 50 Junior BeES FoF	19.33	1.28	0.72	1.07
UTI Nifty Next 50 Index Fund	19.54	1.3	0.72	1.07
DSP Nifty Next 50 Index Fund	19.55	1.3	0.72	1.07

Sundaram Nifty 100 Equal Weight Fund Direct-Growth

Historical NAV & returns

Sundaram Nifty 100 Equal Weight Fund overview

Sundaram Nifty 100 Equal Weight Fund Returns calculator

Trailing returns as on Jun 06, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Sundaram Nifty 100 Equal Weight Fund in detail with

About this fund

About Sundaram Nifty 100 Equal Weight Fund

Fund managers

Investment objective

Sundaram Mutual Fund details

More funds from Sundaram Mutual Fund

Frequently asked questions

Sundaram Nifty 100 Equal Weight Fund Returns

ET Money rank

Alpha	0.64 vs. 3.76 Underperformed at beating benchmark
Sharpe	0.76 vs. 3.79 Poor risk-adjusted returns
Beta	1.12 vs. 0.71 More sensitive to market's ups & downs
Standard deviation	15.91 vs. 9.76 More volatile performance

Fund AUM	₹99 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Small Cap Fund	N.A.	₹2,955 Crs	10.95%	34.38%
Sundaram Mid Cap Fund	N.A.	₹11,333 Crs	14.22%	30.59%
Sundaram Infrastructure Advantage Fund	N.A.	₹882 Crs	5.0%	30.27%
Sundaram Services Fund	N.A.	₹3,998 Crs	20.32%	27.91%
Sundaram Financial Services Opportunities Fund	N.A.	₹1,524 Crs	13.42%	26.47%
Sundaram Multi Cap Fund	N.A.	₹2,615 Crs	9.4%	25.6%

Sector	Percentage of Portfolio
Financial	18.85%
Energy	9.92%
Automobile	9.850000000000001%
Consumer Staples	8.99%
Services	8.84%
Capital Goods	8.05%
Healthcare	6.83%
Materials	6.0200000000000005%
Technology	5.859999999999999%
Metals & Mining	4.96%