Sundaram Nifty 100 Equal Weight Fund
Equity
●
Other Index Funds
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
₹164.81
Expense Ratio
1.08%
Min SIP
₹100
Fund Size
₹135Cr
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
-0.08%
Beta
0.98
Sharpe Ratio
0.242266
Risk
16.19%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(8.29)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- Axis BSE India Sector Leaders Index Fund
- Kotak Nifty Midcap 150 Index Fund
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- Navi Nifty 500 Multicap 50:25:25 Index Fund
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- Motilal Oswal BSE Low Volatility Index Fund
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- Tata Nifty Midcap 150 Momentum 50 Index Fund
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- UTI Nifty200 Momentum 30 Index Fund
- UTI Nifty Midcap 150 Quality 50 Index Fund
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- SBI Nifty Smallcap 250 Index Fund
- Navi Nifty Midcap 150 Index Fund
- Navi Nifty India Manufacturing Index Fund
- Angel One Nifty Total Market Momentum Quality 50 Index Fund
- SBI Nifty50 Equal Weight Index Fund
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- ICICI Prudential Nifty 200 Momentum 30 Index Fund
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- HDFC BSE 500 Index Fund
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- Bandhan Nifty Smallcap 250 Index Fund
- Bandhan Nifty Total Market Index Fund
- Bandhan Nifty Midcap 150 Index Fund
- Bandhan Nifty 500 Momentum 50 Index Fund
- SBI Nifty Midcap 150 Index Fund
- SBI Nifty 500 Index Fund
- Nippon India Nifty Bank Index Fund
- Nippon India Nifty 500 Momentum 50 Index Fund
- Nippon India BSE Sensex Next 30 Index Fund
- Tata Nifty India Tourism Index Fund
- Groww Nifty PSU Bank Index Fund
- UTI BSE Housing Index Fund
- Nippon India Nifty Auto Index Fund
- Bandhan Nifty IT Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
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- Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
- Edelweiss Nifty Alpha Low Volatility 30 Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- Tata Nifty Financial Services Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
- Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
- Motilal Oswal Nifty MidSmall Healthcare Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- Groww Nifty India Railways PSU Index Fund
- Axis Nifty 100 Index Fund
- Bandhan BSE Healthcare Index Fund
- Groww Nifty Midcap 150 Index Fund
- Motilal Oswal BSE 1000 Index Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
- HDFC NIFTY Realty Index Fund
- HDFC NIFTY 100 Index Fund
- HDFC NIFTY 100 Equal Weight Index Fund
- UTI NIFTY50 Equal Weight Index Fund
- Groww Nifty Total Market Index Fund
- Motilal Oswal BSE Financials ex Bank 30 Index Fund
- Motilal Oswal Nifty Midcap 150 Index Fund
- Aditya Birla Sun Life Nifty Midcap 150 Index Fund
- Bandhan Nifty200 Momentum 30 Index Fund
- Tata BSE Multicap Consumption 50:30:20 Index Fund
- HDFC NIFTY100 Low Volatility 30 Index Fund
Rohit Seksaria
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Nifty 100 Equal Weight Fund FAQs
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 ₹134.59 Cr as on 4/7/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.20%. The risk is Very High against the category average of 56.88.
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 1.08%.