Sundaram Nifty 100 Equal Weight Fund · Regular · Growth
NAV
₹181.4079
as of 16 Jun 2026
Expense Ratio
1.08%
AUM
₹129 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.24%
- 3Y
- +15.50%
- 5Y
- —
- Since Inception
- +12.37%
SIP returns (XIRR)
- 1Y
- +6.96%
- 3Y
- +9.53%
- 5Y
- —
- Since Inception
- +12.57%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹34,365
Value today
10.9%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,621
Value today
11.5%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,83,332
Value today
+1.1%
vs lumpsum
STP beat direct lumpsum by 1.1% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised0.06
Sharpe Ratio
—
Alpha
—
Beta
0.05
Sortino
15.75%
Std Dev
-13.30%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Finance9.00%
- Power8.00%
- Banks8.00%
- Pharmaceuticals & Biotechnology7.00%
- Automobiles7.00%
- IT - Software5.00%
- Electrical Equipment5.00%
- Ferrous Metals4.00%
- Cement & Cement Products4.00%
- Insurance4.00%
- Retailing4.00%
- Petroleum Products3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
Sundaram Nifty 100 Equal Weight Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Sundaram Nifty 100 Equal Weight Fund · Regular · Growth is a Index Fund mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹129 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 1.08%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations