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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal

Index Fund Open Ended Scheme
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NAV
₹ 72.5852 ₹ 0.71 (0.97 %)
as on 09-06-2026
Asset Size (AUM)
138.37 Cr
Launch Date
Jan 02, 2013
Invest in this scheme
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jan 02, 2013
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9.02

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.06%
Volatility
13.66 %
Fund House
Sundaram Mutual Fund
Fund Manager
Rohit Seksaria
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal
Performance

Scheme Performance (%)

Data as on - 09-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal 02-01-2013 0.93 1.88 14.77 11.52 11.83
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings