Sundaram Nifty 100 Equal Weight Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹193.31
Total Expense Ratio
NA
Base Expense Ratio
NA
Min SIP
₹100
Fund Size
₹142Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.04%
Beta
NA
Sharpe Ratio
0.215714
Risk
15.27%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.68)%
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| Name | Sector(%) |
| Name | Assets(%) |
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- Tata Nifty MidSmall Healthcare Index Fund
- Nippon India Nifty Alpha Low Volatility 30 Index Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
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- Kotak NIFTY 100 Low Volatility 30 Index Fund
- Tata Nifty Financial Services Index Fund
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- UTI NIFTY50 Equal Weight Index Fund
- HDFC NIFTY 100 Equal Weight Index Fund
- Groww Nifty Non-Cyclical Consumer Index Fund
- ICICI Prudential Nifty Bank Index Fund
- Kotak NIFTY Midcap 50 Index Fund
- Nippon India Nifty India Manufacturing Index Fund
- Bandhan Nifty Smallcap 250 Index Fund
- Nippon India Nifty Bank Index Fund
- Tata Nifty Auto Index Fund
- UTI Nifty500 Shariah Index Fund
- Bandhan Nifty200 Momentum 30 Index Fund
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Rohit Seksaria
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Nifty 100 Equal Weight Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Sundaram Nifty 100 Equal Weight Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Sundaram Nifty 100 Equal Weight Fund has an AUM of ₹142.37 Cr as on 7/16/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.31%. The risk is Very High against the category average of 49.37.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Sundaram Nifty 100 Equal Weight Fund.
Ans. The expense ratio of Sundaram Nifty 100 Equal Weight Fund is 0%.