Sundaram Nifty 100 Equal Weight Fund Income Distribution Cum Capital Withdrawal

Fund House: Sundaram Mutual Fund
Category: Index Fund
Launch Date: 02-01-2013
Asset Class: Equity
Benchmark: NIFTY 100 Equal Weight TRI
TER: 1.22% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 147.02 Cr As on 31-07-2026(Source:AMFI)
Turn over: 14.6% | Exit Load: Nil

77.1045

9.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-6 Years -8 Months
4 Years 6 Months
8 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To invest principally in securities that comprise Nifty 100 Equal Weight Index in the same proportion as the index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index. however, there is no assurance that the objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Nifty 100 Equal Weight Fund Income Distribution Cum Capital Withdrawal 02-01-2013 9.75 2.32 15.02 12.41 11.96
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 35.58 34.1 30.47 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 31.67 27.86 25.62 17.31 -
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Plan - Growth 26-10-2020 25.63 11.76 18.83 13.27 -
Motilal Oswal Nifty Mid Small FInancial Services Index Fund-Regular Plan-Growth 29-10-2024 25.54 - - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 24.54 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 24.31 7.82 24.08 - -
Tata Nifty AuTo Index Fund - Regular Plan - Growth 26-04-2024 24.02 7.59 - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 23.93 14.46 - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 23.77 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.05%

Others

1.17%

Large Cap

93.71%

Mid Cap

5.07%

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