Sundaram Nifty 100 Equal Weight Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option -1.96 5.75 -3.63 15.94 20.77 12.51
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
Nifty100 Equal Weight - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 -3.63 15.94 20.77 0.61 108.17
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 -0.42 22.43 28.10 0.26 2,472.47
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 -0.41 15.11 20.12 0.17 2,432.38
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 -3.93 23.02 29.06 0.33 969.97
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 10.59 13.20 20.42 0.26 653.22

Fund Holdings as on 31-July-2025

  • Bosch Ltd

  • TREPS

  • Zomato Ltd

  • Torrent Pharmaceuticals Ltd

  • Varun Beverages Ltd

  • Dabur India Ltd

  • Hindustan UniLever Ltd

  • Apollo Hospitals Enterprise Ltd

  • Jio Financial Services Ltd

  • Shree Cement Ltd

  • Godrej Consumer Products Ltd

  • Asian Paints Ltd

  • Ambuja Cements Ltd

  • Ultratech Cement Ltd

  • Adani Power Ltd

  • ICICI Bank Ltd

  • Jindal Steel & Power Ltd

  • Bharat Petroleum Corporation Ltd

  • Cipla Ltd

  • JSW Steel Ltd

  • Indian Oil Corporation Ltd

  • Swiggy Ltd

  • HDFC Bank Ltd

  • Interglobe Aviation Ltd

  • NTPC LTD

  • JSW Energy Ltd

  • Sun Pharmaceutical Industries Ltd

  • Hindalco Industries Ltd

  • Tata Steel Ltd

  • Britannia Industries Ltd

  • Bajaj Holdings & Investment Ltd

  • Larsen & Toubro Ltd

  • Hero MotoCorp Ltd

  • Power Grid Corporation of India Ltd

  • Mahindra & Mahindra Ltd

  • Maruti Suzuki India Ltd

  • SBI Life Insurance Company Ltd

  • Zydus Lifesciences Ltd

  • TATA Power Company Ltd

  • Oil & Natural Gas Corporation Ltd

  • Hyundai Motor India Ltd

  • REC Ltd

  • ITC Ltd

  • Avenue Supermarts Ltd

  • Adani Green Energy Ltd

  • Divis Laboratories Ltd

  • Eicher Motors Ltd

  • Bharti Airtel Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Tata Motors Ltd

  • Power Finance Corporation Ltd

  • State Bank of India

  • TATA Consumer Products Ltd

  • Havells India Ltd

  • Grasim Industries Ltd

  • CG Power and Industrial Solutions Ltd

  • Adani Enterprises

  • Bank of Baroda

  • GAIL (India) Ltd

  • Vedanta Ltd

  • Bajaj Finserv Ltd

  • Coal India Ltd

  • TVS Motor Company Ltd

  • Dr. Reddys Laboratories Ltd

  • Punjab National Bank

  • The Indian Hotels Company Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Pidilite Industries Ltd

  • Adani Energy Solutions Ltd

  • Bajaj Auto Ltd

  • Bajaj Finance Ltd

  • Samvardhana Motherson International Ltd

  • IndusInd Bank Ltd

  • HDFC Life Insurance Company Ltd

  • Reliance Industries Ltd

  • Hindustan Aeronautics Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Canara Bank

  • LTIMindtree Ltd

  • Nestle India Ltd

  • BAJAJ HOUSING FINANCE LTD

  • Infosys Ltd

  • Info Edge (India) Ltd

  • Siemens Ltd

  • Bharat Electronics Ltd

  • United Spirits Ltd

  • LIC of India Ltd

  • DLF Ltd

  • Wipro Ltd

  • Shriram Finance Ltd

  • ABB India Ltd

  • Kotak Mahindra Bank Ltd

  • Titan Company Ltd

  • Indian Railway Finance Corporation Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • Macrotech Developers Ltd

  • Tech Mahindra Ltd

  • HCL Technologies Ltd

  • Trent Ltd

  • Cash and Other Net Current Assets

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  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Bank - Private

  • Insurance

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Electric Equipment

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Food

  • Refineries

  • Automobiles - Passenger Cars

  • Finance Term Lending

  • Auto Ancillary

  • e-Commerce

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Defence

  • Retailing

  • Construction - Real Estate

  • Miscellaneous

  • Hospital & Healthcare Services

  • Paints

  • Steel/Sponge Iron/Pig Iron

  • Airlines

  • Engineering - Construction

  • Oil Exploration

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Tea/Coffee

  • Automobiles-Trucks/Lcv

  • Port

  • Mining & Minerals

  • Finance - Investment

  • Industrial Gases & Fuels

  • Diversified

  • Trading

  • Chemicals

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • BPO/ITeS

  • Breweries & Distilleries

  • Diamond & Jewellery

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About Sundaram Nifty 100 Equal Weight Fund

Scheme Analysis

Sundaram Nifty 100 Equal Weight Fund is a Index Funds - Other fund and belongs to Sundaram Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹108.17 crore. Sundaram Nifty 100 Equal Weight Fund is benchmarked against BSE SENSEX - TRI as primary index and Nifty100 Equal Weight - TRI as secondary index.

The NAV of Sundaram Nifty 100 Equal Weight Fund ended down ₹-0.2(-0.11%)yesterday to ₹179.3961.

Among its top 3 holdings the fund has exposure to Bosch Ltd, and

The Sundaram Nifty 100 Equal Weight Fund is managed by Ashish Aggarwal and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156