Sundaram Nifty 100 Equal Weight Fund
Large Cap IndexVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹179.60+0.41%1 day
- Return since launch
- 11.1%
- 52-week range
- ₹158.40 — ₹189.66
- AUM
- ₹147 Cr
Sundaram Nifty 100 Equal Weight Fund is a Large Cap Index equity fund from Sundaram Mutual Fund with ₹147 Cr under management, launched in 1999. Over three years it has returned 5.7% a year, against 9.5% for its category. The expense ratio is 1.23% and the SEBI riskometer reading is Very High.
Performance
Sundaram Nifty 100 Equal Weight Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +3.6% against -5.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 1.4% | +3.1 pts | -1.8% | -9.3% |
| 2Y | 3.6% | +5.4 pts | -1.8% | -4.0% |
| 3Y | 5.7% | −3.8 pts | 9.5% | -0.2% |
| 5Y | 10.9% | +3.1 pts | 7.8% | 5.3% |
| 7Y | 13.8% | +4.2 pts | 9.6% | 8.9% |
| 10Y | 12.6% | +1.8 pts | 10.8% | 9.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -4.2% | +0.1 pts | -4.3% | -3.9% |
| 3M | -0.8% | +1.3 pts | -2.0% | -2.4% |
| 6M | 10.8% | +5.1 pts | 5.7% | 3.3% |
| 1Y | 3.5% | +5.3 pts | -1.8% | -5.2% |
| 2Y | -2.3% | +2.9 pts | -5.2% | -5.4% |
| 3Y | 13.1% | +3.6 pts | 9.5% | 6.3% |
| 5Y | 10.0% | +2.2 pts | 7.8% | 5.9% |
| 7Y | 14.5% | +4.8 pts | 9.7% | 10.6% |
| 10Y | 11.2% | +0.4 pts | 10.8% | 10.6% |
Since launch (16 Jun 1999): 11.1%
Calendar-year returns
Category average14.1%
32.4%
1.5%
29.0%
16.1%
8.2%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 8.2% | −0.4 pts | 8.6% |
| 2024 | 16.1% | +1.7 pts | 14.4% |
| 2023 | 29.0% | +4.2 pts | 24.8% |
| 2022 | 1.5% | −2.6 pts | 4.1% |
| 2021 | 32.4% | +5.5 pts | 26.9% |
| 2020 | 14.1% | −2.3 pts | 16.4% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.19%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.04%
- Transaction charges
- 0.00%
- Statutory levies
- 0.25%
- Exit load
- Exit load of 1% if redeemed within 90 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 100 Equal Weight TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 4.05 | 6.39 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.10 | 1.28 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.61 | 0.67 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.79 | 0.86 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 16.46 | 19.95 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Sundaram Nifty 100 Equal Weight Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity99.2%
- Other0.8%
Market cap split
- Large89.1%
- Mid10.9%
- P/E
- 20.09
- P/B
- 3.17
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Divi's Laboratories Ltd. | Healthcare | 1.36% | ₹2.01 Cr | +0.99% | +0.98% | +0.93% |
| Lodha Developers Ltd. | Construction | 1.24% | ₹1.82 Cr | +1.16% | +0.91% | +0.85% |
| Eternal Ltd. | Services | 1.24% | ₹1.82 Cr | +0.94% | +0.86% | +1.22% |
| TVS Motor Company Ltd. | Automobile | 1.23% | ₹1.81 Cr | +0.85% | +1.05% | +1.14% |
| Bajaj Auto Ltd. | Automobile | 1.21% | ₹1.78 Cr | +1.05% | +1.09% | +1.04% |
| Bosch Ltd. | Automobile | 1.20% | ₹1.77 Cr | +1.07% | +1.00% | +1.26% |
| LTM Limited | Technology | 1.16% | ₹1.71 Cr | +0.86% | +0.73% | +0.96% |
| HCL Technologies Ltd. | Technology | 1.15% | ₹1.70 Cr | +0.77% | +0.82% | +0.86% |
| Samvardhana Motherson International Ltd. | Automobile | 1.15% | ₹1.70 Cr | +1.17% | +1.10% | +0.92% |
| Titan Company Ltd. | Consumer Discretionary | 1.15% | ₹1.69 Cr | +0.93% | +1.06% | +1.00% |
| Tata Consultancy Services Ltd. | Technology | 1.11% | ₹1.64 Cr | +0.83% | +0.79% | +0.90% |
| Solar Industries India Ltd. | Chemicals | 1.11% | ₹1.63 Cr | +1.27% | +1.06% | — |
| Bajaj Finserv Ltd. | Financial | 1.11% | ₹1.63 Cr | +0.93% | +0.98% | +0.96% |
| Tata Motors Ltd. | Automobile | 1.10% | ₹1.62 Cr | +0.82% | — | — |
| Hyundai Motor India Ltd. | Automobile | 1.10% | ₹1.62 Cr | +0.94% | +0.92% | +1.15% |
| Siemens Ltd. | Capital Goods | 1.10% | ₹1.62 Cr | +1.14% | +1.08% | +0.96% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.09% | ₹1.61 Cr | +0.93% | +1.11% | +1.10% |
| DLF Ltd. | Construction | 1.08% | ₹1.59 Cr | +1.01% | +0.86% | +0.88% |
| Tech Mahindra Ltd. | Technology | 1.08% | ₹1.59 Cr | +0.92% | +0.83% | +0.88% |
| Hindustan Aeronautics Ltd. | Capital Goods | 1.07% | ₹1.58 Cr | +1.04% | +0.87% | +0.91% |
| Hindustan Zinc Ltd. | Metals & Mining | 1.07% | ₹1.58 Cr | +1.14% | +0.93% | — |
| United Spirits Ltd. | Consumer Staples | 1.07% | ₹1.57 Cr | +0.85% | +0.96% | +0.92% |
| Bajaj Holdings & Investment Ltd. | Financial | 1.07% | ₹1.57 Cr | +1.00% | +0.96% | +0.93% |
| Jindal Steel Ltd. | Metals & Mining | 1.07% | ₹1.57 Cr | +0.96% | +1.25% | +1.04% |
| ABB India Ltd. | Capital Goods | 1.07% | ₹1.57 Cr | +1.05% | +1.16% | +0.85% |
| Shriram Finance Ltd | Financial | 1.06% | ₹1.56 Cr | +0.94% | +1.10% | +0.86% |
| Union Bank of India | Financial | 1.05% | ₹1.55 Cr | +0.87% | — | — |
| Nestle India Ltd. | Consumer Staples | 1.05% | ₹1.55 Cr | +1.08% | +1.00% | +0.98% |
| Grasim Industries Ltd. | Materials | 1.05% | ₹1.54 Cr | +1.09% | +0.98% | +0.99% |
| Infosys Ltd. | Technology | 1.05% | ₹1.54 Cr | +0.81% | +0.78% | +0.92% |
| Mahindra & Mahindra Ltd. | Automobile | 1.05% | ₹1.54 Cr | +0.90% | +0.92% | +1.01% |
| Bajaj Finance Ltd. | Financial | 1.04% | ₹1.54 Cr | +0.96% | +0.99% | +0.96% |
| Pidilite Industries Ltd. | Chemicals | 1.04% | ₹1.53 Cr | +1.00% | +1.01% | +1.03% |
| JSW Steel Ltd. | Metals & Mining | 1.04% | ₹1.53 Cr | +1.00% | +1.13% | +1.02% |
| Punjab National Bank | Financial | 1.04% | ₹1.52 Cr | +0.88% | +1.06% | +0.93% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.03% | ₹1.51 Cr | +0.92% | +0.99% | +0.96% |
| Zydus Lifesciences Ltd. | Healthcare | 1.03% | ₹1.51 Cr | +1.09% | +0.99% | +1.02% |
| ICICI Bank Ltd. | Financial | 1.03% | ₹1.51 Cr | +0.90% | +1.01% | +1.00% |
| Wipro Ltd. | Technology | 1.03% | ₹1.51 Cr | +0.97% | +0.75% | +0.94% |
| Eicher Motors Ltd. | Automobile | 1.02% | ₹1.51 Cr | +0.94% | +1.07% | +1.11% |
| Tata Capital Ltd. | Financial | 1.01% | ₹1.49 Cr | +0.84% | — | — |
| Hindalco Industries Ltd. | Metals & Mining | 1.01% | ₹1.49 Cr | +1.17% | +1.04% | +1.06% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.01% | ₹1.49 Cr | +0.99% | +1.08% | +1.11% |
| Kotak Mahindra Bank Ltd. | Financial | 1.01% | ₹1.48 Cr | +0.95% | +0.95% | +0.91% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.01% | ₹1.48 Cr | +0.97% | +1.01% | +0.90% |
| Bharat Petroleum Corporation Ltd. | Energy | 1.00% | ₹1.47 Cr | +0.95% | +1.03% | +0.98% |
| State Bank of India | Financial | 0.99% | ₹1.46 Cr | +0.84% | +1.22% | +1.00% |
| GAIL (India) Ltd. | Energy | 0.99% | ₹1.46 Cr | +1.07% | +0.98% | +0.96% |
| Maruti Suzuki India Ltd. | Automobile | 0.99% | ₹1.45 Cr | +0.94% | +0.88% | +1.19% |
| The Indian Hotels Company Ltd. | Services | 0.99% | ₹1.45 Cr | +0.98% | +0.89% | +0.99% |
| JIO Financial Services Ltd. | Financial | 0.98% | ₹1.44 Cr | +0.92% | +0.85% | +1.03% |
| Bharat Electronics Ltd. | Capital Goods | 0.98% | ₹1.44 Cr | +0.87% | +1.10% | +0.91% |
| Interglobe Aviation Ltd. | Services | 0.98% | ₹1.44 Cr | +0.92% | +0.94% | +0.99% |
| Ultratech Cement Ltd. | Materials | 0.97% | ₹1.43 Cr | +0.96% | +1.06% | +1.10% |
| HDFC Asset Management Company Ltd. | Financial | 0.97% | ₹1.43 Cr | +1.02% | — | — |
| Mazagon Dock Shipbuilders Ltd. | Capital Goods | 0.97% | ₹1.42 Cr | +0.94% | +0.87% | — |
| Asian Paints Ltd. | Materials | 0.97% | ₹1.42 Cr | +1.07% | +0.85% | +1.13% |
| Vedanta Ltd. | Metals & Mining | 0.97% | ₹1.42 Cr | +0.48% | +1.17% | +0.97% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.97% | ₹1.42 Cr | +1.22% | +1.10% | +1.03% |
| Britannia Industries Ltd. | Consumer Staples | 0.96% | ₹1.42 Cr | +0.85% | +0.98% | +1.03% |
| SBI Life Insurance Company Ltd. | Insurance | 0.96% | ₹1.41 Cr | +0.89% | +0.99% | +0.99% |
| Cipla Ltd. | Healthcare | 0.95% | ₹1.40 Cr | +1.03% | +0.88% | +1.06% |
| Canara Bank | Financial | 0.95% | ₹1.40 Cr | +0.88% | +1.02% | +0.92% |
| Tata Steel Ltd. | Metals & Mining | 0.95% | ₹1.39 Cr | +0.97% | +1.24% | +1.00% |
| Reliance Industries Ltd. | Energy | 0.95% | ₹1.39 Cr | +0.84% | +0.88% | +0.94% |
| Oil And Natural Gas Corporation Ltd. | Energy | 0.95% | ₹1.39 Cr | +0.87% | +1.17% | +0.98% |
| Larsen & Toubro Ltd. | Construction | 0.94% | ₹1.39 Cr | +1.04% | +1.04% | +1.01% |
| Bharti Airtel Ltd. | Communication | 0.94% | ₹1.38 Cr | +0.91% | +0.88% | +0.98% |
| Max Healthcare Institute Ltd. | Healthcare | 0.94% | ₹1.38 Cr | +0.89% | +1.01% | — |
| Muthoot Finance Ltd. | Financial | 0.94% | ₹1.38 Cr | +0.96% | — | — |
| Indian Oil Corporation Ltd. | Energy | 0.93% | ₹1.36 Cr | +0.91% | +1.15% | +0.98% |
| Adani Energy Solutions Ltd. | Energy | 0.92% | ₹1.36 Cr | +1.39% | +0.99% | +0.91% |
| Tata Consumer Products Ltd. | Consumer Staples | 0.92% | ₹1.35 Cr | +1.00% | +0.95% | +0.98% |
| Axis Bank Ltd. | Financial | 0.91% | ₹1.34 Cr | +0.96% | +1.11% | +0.88% |
| Ambuja Cements Ltd. | Materials | 0.91% | ₹1.34 Cr | +0.99% | +0.89% | +1.02% |
| Adani Enterprises Ltd. | Services | 0.90% | ₹1.33 Cr | +1.44% | +0.96% | +0.91% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.90% | ₹1.32 Cr | +0.89% | +0.94% | +0.98% |
| Cummins India Ltd. | Capital Goods | 0.89% | ₹1.32 Cr | +1.14% | — | — |
| NTPC Ltd. | Energy | 0.89% | ₹1.31 Cr | +0.93% | +1.16% | +1.01% |
| Coal India Ltd. | Materials | 0.89% | ₹1.31 Cr | +0.94% | +1.05% | +0.97% |
| Power Grid Corporation Of India Ltd. | Energy | 0.89% | ₹1.30 Cr | +0.87% | +1.11% | +0.96% |
| Hindustan Unilever Ltd. | Consumer Staples | 0.88% | ₹1.30 Cr | +0.92% | +0.99% | +1.18% |
| Indian Railway Finance Corporation Ltd. | Financial | 0.88% | ₹1.29 Cr | +0.93% | +0.77% | +0.85% |
| HDFC Bank Ltd. | Financial | 0.87% | ₹1.28 Cr | +0.88% | +0.88% | +0.98% |
| Avenue Supermarts Ltd. | Services | 0.87% | ₹1.28 Cr | +0.96% | +1.01% | +1.12% |
| REC Ltd. | Financial | 0.86% | ₹1.27 Cr | +0.94% | +0.96% | +0.89% |
| Shree Cement Ltd. | Materials | 0.86% | ₹1.27 Cr | +0.97% | +0.97% | +1.03% |
| Trent Ltd. | Services | 0.86% | ₹1.27 Cr | +1.12% | +0.90% | +0.87% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 0.86% | ₹1.27 Cr | +1.14% | +1.05% | +1.00% |
| Tata Power Company Ltd. | Energy | 0.86% | ₹1.27 Cr | +0.99% | +0.98% | +0.95% |
| Godrej Consumer Products Ltd. | Consumer Staples | 0.86% | ₹1.26 Cr | +0.91% | +1.00% | +1.06% |
| ITC Ltd. | Consumer Staples | 0.86% | ₹1.26 Cr | +0.88% | +0.76% | +1.00% |
| Adani Ports and Special Economic Zone Ltd. | Services | 0.85% | ₹1.26 Cr | +1.19% | +1.01% | +0.95% |
| Siemens Energy India Ltd. | Energy | 0.85% | ₹1.24 Cr | +1.29% | +1.11% | — |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 0.84% | ₹1.24 Cr | +0.92% | +1.00% | +0.97% |
| Adani Power Ltd. | Energy | 0.84% | ₹1.23 Cr | +1.45% | +0.97% | +1.08% |
| Bank Of Baroda | Financial | 0.83% | ₹1.22 Cr | +0.90% | +1.10% | +0.96% |
| Others | Others | 0.80% | ₹1.18 Cr | +0.06% | +0.09% | +0.11% |
| Adani Green Energy Ltd. | Capital Goods | 0.78% | ₹1.14 Cr | +1.56% | +0.92% | +0.93% |
| Varun Beverages Ltd. | Consumer Staples | 0.77% | ₹1.14 Cr | +1.21% | +0.92% | +1.08% |
| Power Finance Corporation Ltd. | Financial | 0.75% | ₹1.10 Cr | +0.96% | +1.15% | +0.92% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 0.10% | -0.70% | -0.80% |
| Bosch Ltd. | 0.98% | 1.20% | +0.22% |
| Divi's Laboratories Ltd. | 1.15% | 1.36% | +0.21% |
| Power Finance Corporation Ltd. | 0.94% | 0.75% | -0.19% |
| Godrej Consumer Products Ltd. | 1.01% | 0.86% | -0.15% |
| Adani Energy Solutions Ltd. | 1.07% | 0.92% | -0.14% |
| Samvardhana Motherson International Ltd. | 1.01% | 1.15% | +0.14% |
| REC Ltd. | 0.99% | 0.86% | -0.13% |
| Hindustan Zinc Ltd. | 0.96% | 1.07% | +0.11% |
| Eternal Ltd. | 1.13% | 1.24% | +0.10% |
| Union Bank of India | 0.95% | 1.05% | +0.10% |
| Adani Green Energy Ltd. | 0.88% | 0.78% | -0.10% |
| Shree Cement Ltd. | 0.97% | 0.86% | -0.10% |
| Solar Industries India Ltd. | 1.01% | 1.11% | +0.10% |
| Grasim Industries Ltd. | 0.96% | 1.05% | +0.09% |
| Jindal Steel Ltd. | 0.98% | 1.07% | +0.09% |
| Tata Motors Ltd. | 1.02% | 1.10% | +0.09% |
| Siemens Ltd. | 1.02% | 1.10% | +0.08% |
| Tata Motors Passenger Vehicles Ltd. | 0.94% | 0.86% | -0.08% |
| ITC Ltd. | 0.94% | 0.86% | -0.08% |
| Tata Power Company Ltd. | 0.94% | 0.86% | -0.08% |
| Kotak Mahindra Bank Ltd. | 0.93% | 1.01% | +0.08% |
| Bharti Airtel Ltd. | 1.02% | 0.94% | -0.08% |
| Bajaj Finance Ltd. | 1.12% | 1.04% | -0.08% |
| Varun Beverages Ltd. | 0.85% | 0.77% | -0.07% |
| SBI Life Insurance Company Ltd. | 1.03% | 0.96% | -0.07% |
| Bharat Electronics Ltd. | 0.91% | 0.98% | +0.07% |
| Bajaj Auto Ltd. | 1.14% | 1.21% | +0.07% |
| Shriram Finance Ltd | 1.00% | 1.06% | +0.07% |
| Cummins India Ltd. | 0.96% | 0.89% | -0.07% |
| Ambuja Cements Ltd. | 0.98% | 0.91% | -0.06% |
| Power Grid Corporation Of India Ltd. | 0.95% | 0.89% | -0.06% |
| CG Power and Industrial Solutions Ltd. | 0.90% | 0.97% | +0.06% |
| Titan Company Ltd. | 1.09% | 1.15% | +0.06% |
| DLF Ltd. | 1.03% | 1.08% | +0.06% |
| ABB India Ltd. | 1.01% | 1.07% | +0.06% |
| Axis Bank Ltd. | 0.86% | 0.91% | +0.06% |
| Indian Railway Finance Corporation Ltd. | 0.93% | 0.88% | -0.05% |
| Vedanta Ltd. | 0.91% | 0.97% | +0.05% |
| JIO Financial Services Ltd. | 1.03% | 0.98% | -0.05% |
| Hindustan Unilever Ltd. | 0.94% | 0.88% | -0.05% |
| Pidilite Industries Ltd. | 0.99% | 1.04% | +0.05% |
| LTM Limited | 1.11% | 1.16% | +0.05% |
| Adani Power Ltd. | 0.89% | 0.84% | -0.05% |
| Adani Ports and Special Economic Zone Ltd. | 0.90% | 0.85% | -0.05% |
| NTPC Ltd. | 0.94% | 0.89% | -0.05% |
| Hindalco Industries Ltd. | 0.96% | 1.01% | +0.05% |
| Mazagon Dock Shipbuilders Ltd. | 0.92% | 0.97% | +0.04% |
| Max Healthcare Institute Ltd. | 0.98% | 0.94% | -0.04% |
| Maruti Suzuki India Ltd. | 1.03% | 0.99% | -0.04% |
| HDFC Bank Ltd. | 0.91% | 0.87% | -0.04% |
| Hindustan Aeronautics Ltd. | 1.03% | 1.07% | +0.04% |
| Adani Enterprises Ltd. | 0.94% | 0.90% | -0.04% |
| Lodha Developers Ltd. | 1.28% | 1.24% | -0.04% |
| Muthoot Finance Ltd. | 0.98% | 0.94% | -0.04% |
| Zydus Lifesciences Ltd. | 0.99% | 1.03% | +0.04% |
| Oil And Natural Gas Corporation Ltd. | 0.98% | 0.95% | -0.04% |
| State Bank of India | 0.96% | 0.99% | +0.04% |
| JSW Steel Ltd. | 1.00% | 1.04% | +0.04% |
| Cipla Ltd. | 0.99% | 0.95% | -0.04% |
| Bajaj Holdings & Investment Ltd. | 1.03% | 1.07% | +0.03% |
| Tata Consumer Products Ltd. | 0.95% | 0.92% | -0.03% |
| Ultratech Cement Ltd. | 1.01% | 0.97% | -0.03% |
| Trent Ltd. | 0.90% | 0.86% | -0.03% |
| Larsen & Toubro Ltd. | 0.91% | 0.94% | +0.03% |
| Mahindra & Mahindra Ltd. | 1.08% | 1.05% | -0.03% |
| Asian Paints Ltd. | 0.99% | 0.97% | -0.03% |
| Britannia Industries Ltd. | 0.99% | 0.96% | -0.02% |
| Tata Consultancy Services Ltd. | 1.09% | 1.11% | +0.02% |
| HCL Technologies Ltd. | 1.18% | 1.15% | -0.02% |
| Eicher Motors Ltd. | 1.00% | 1.02% | +0.02% |
| Coal India Ltd. | 0.91% | 0.89% | -0.02% |
| Tata Steel Ltd. | 0.97% | 0.95% | -0.02% |
| Punjab National Bank | 1.02% | 1.04% | +0.02% |
| Canara Bank | 0.93% | 0.95% | +0.02% |
| ICICI Bank Ltd. | 1.01% | 1.03% | +0.02% |
| Bharat Petroleum Corporation Ltd. | 0.98% | 1.00% | +0.02% |
| Hyundai Motor India Ltd. | 1.08% | 1.10% | +0.02% |
| Interglobe Aviation Ltd. | 0.96% | 0.98% | +0.02% |
| Reliance Industries Ltd. | 0.96% | 0.95% | -0.02% |
| TVS Motor Company Ltd. | 1.21% | 1.23% | +0.02% |
| GAIL (India) Ltd. | 1.01% | 0.99% | -0.02% |
| Tata Capital Ltd. | 1.00% | 1.01% | +0.01% |
| Wipro Ltd. | 1.02% | 1.03% | +0.01% |
| United Spirits Ltd. | 1.08% | 1.07% | -0.01% |
| Cholamandalam Investment and Finance Company Ltd. | 1.00% | 1.01% | +0.01% |
| Infosys Ltd. | 1.04% | 1.05% | +0.01% |
| Dr. Reddy's Laboratories Ltd. | 0.83% | 0.84% | +0.01% |
| HDFC Asset Management Company Ltd. | 0.96% | 0.97% | +0.01% |
| Bank Of Baroda | 0.84% | 0.83% | -0.01% |
| Tech Mahindra Ltd. | 1.09% | 1.08% | -0.01% |
| The Indian Hotels Company Ltd. | 0.98% | 0.99% | +0.01% |
| Siemens Energy India Ltd. | 0.84% | 0.85% | +0.01% |
| Torrent Pharmaceuticals Ltd. | 1.10% | 1.09% | 0.00% |
| Sun Pharmaceutical Industries Ltd. | 1.03% | 1.03% | 0.00% |
| Bajaj Finserv Ltd. | 1.10% | 1.11% | 0.00% |
| HDFC Life Insurance Co Ltd. | 0.90% | 0.90% | 0.00% |
| Nestle India Ltd. | 1.05% | 1.05% | 0.00% |
| Avenue Supermarts Ltd. | 0.87% | 0.87% | 0.00% |
| Indian Oil Corporation Ltd. | 0.93% | 0.93% | 0.00% |
| Apollo Hospitals Enterprise Ltd. | 1.01% | 1.01% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹2,691 Cr | 0.72% | 6.8% | 7.6% | 12.8% |
 UTI Nifty Next 50 Index Fund | ₹7,547 Cr | 0.87% | 6.8% | 7.6% | 12.7% |
 SBI Nifty Next 50 Index Fund | ₹2,366 Cr | 0.76% | 6.8% | 7.6% | 12.7% |
 DSP Nifty Next 50 Index Fund | ₹1,407 Cr | 1.01% | 6.6% | 7.5% | 12.7% |
 Kotak Nifty Next 50 Index Fund | ₹1,295 Cr | 0.64% | 6.9% | 7.7% | 12.8% |
 Nippon India Nifty Next 50 Junior BeES FoF | ₹840 Cr | 0.30% | 6.8% | 7.8% | 13.0% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
Fund managers
- Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM AhmedabadPrior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months10.82% absolute | ₹60,000 | ₹66,492 | 10.82% | |
| 1 year3.55% annualised | ₹1,20,000 | ₹1,22,333 | 1.94% | |
| 3 years13.08% annualised | ₹3,60,000 | ₹4,42,746 | 22.99% | |
| 5 years10.03% annualised | ₹6,00,000 | ₹7,81,463 | 30.24% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Sundaram Nifty 100 Equal Weight Fund?
The NAV of Sundaram Nifty 100 Equal Weight Fund is ₹179.60 as on 25 Sep 2026.
What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund?
The expense ratio of Sundaram Nifty 100 Equal Weight Fund is 1.23% per year.
What is the minimum SIP amount for Sundaram Nifty 100 Equal Weight Fund?
You can start a SIP in Sundaram Nifty 100 Equal Weight Fund with ₹3,000 a month.
What returns has Sundaram Nifty 100 Equal Weight Fund given?
Sundaram Nifty 100 Equal Weight Fund has returned 1.4% over 1 year, 5.7% over 3 years and 10.9% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Nifty 100 Equal Weight Fund?
Lock-in: None. Exit load: Exit load of 1% if redeemed within 90 days.
How risky is Sundaram Nifty 100 Equal Weight Fund?
Sundaram Nifty 100 Equal Weight Fund is rated Very High on the SEBI riskometer and belongs to the Large Cap Index category.
Which fund house manages Sundaram Nifty 100 Equal Weight Fund?
Sundaram Nifty 100 Equal Weight Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹76,995 Cr under management.