No NFO data available for this page.

3 Year return

20.01%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹76.32 Cr.

Expense Ratio

0.57% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

2
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings
Top Holdings% of Asset
Vedanta Ltd1.33%
Hindustan Aeronautics Ltd1.13%
Interglobe Aviation Ltd1.10%
GAIL (India) Ltd1.10%
Others95.34%
Other Holdings% of Asset
Bharat Electronics Ltd1.08%
Siemens Ltd1.07%
Info Edge (India) Ltd1.06%
Divis Laboratories Ltd1.06%
Adani Power Ltd1.05%
Eicher Motors Ltd1.05%
Punjab National Bank1.05%
Mahindra & Mahindra Ltd1.04%
Axis Bank Ltd1.03%
Tata Power Company Ltd1.03%
Samvardhana Motherson International Ltd1.03%
Power Finance Corporation Ltd1.02%
Indian Railway Catering & Tourism Corporation Ltd1.02%
Indian Railway Finance Corporation Ltd1.02%
Havells India Ltd1.02%
NTPC Ltd1.02%
Jindal Steel & Power Ltd1.01%
Eternal Ltd1.01%
Trent Ltd1.01%
State Bank of India1.01%
Power Grid Corporation of India Ltd1.00%
ABB India Ltd1.00%
Cholamandalam Investment & Finance Company Ltd1.00%
Jio Financial Services Ltd1.00%
Shriram Finance Ltd0.99%
Canara Bank0.99%
Tata Steel Ltd0.99%
Bank of Baroda0.99%
REC Ltd0.99%
Life Insurance Corporation of India0.98%
Oil & Natural Gas Corpn Ltd0.98%
Bharti Airtel Ltd0.98%
JSW Steel Ltd0.98%
Avenue Supermarts Ltd0.98%
Grasim Industries Ltd0.98%
Adani Energy Solutions Ltd0.96%
Varun Beverages Ltd0.96%
Coal India Ltd0.96%
HDFC Bank Ltd0.96%
ICICI Bank Ltd0.96%
Marico Ltd0.95%
Adani Ports & Special Economic Zone Ltd0.95%
Ambuja Cements Ltd0.95%
Colgate-Palmolive (India) Ltd0.94%
DLF Ltd0.94%
SBI Cards & Payment Services Ltd0.94%
ICICI Lombard General Insurance Company Ltd0.94%
United Spirits Ltd0.94%
Pidilite Industries Ltd0.94%
Maruti Suzuki India Ltd0.94%
SRF Ltd0.93%
Indian Oil Corporation Ltd0.93%
UltraTech Cement Ltd0.93%
Torrent Pharmaceuticals Ltd0.93%
Bharat Petroleum Corporation Ltd0.93%
ITC Ltd0.93%
Bajaj Finance Ltd0.92%
Asian Paints Ltd0.92%
Bajaj Finserv Ltd0.92%
Reliance Industries Ltd0.92%
Tech Mahindra Ltd0.92%
Godrej Consumer Products Ltd0.91%
Bajaj Auto Ltd0.91%
IndusInd Bank Ltd0.91%
TVS Motor Company Ltd0.91%
Dr Reddys Laboratories Ltd0.91%
ICICI Prudential Life Insurance Company Ltd0.90%
Hindustan Unilever Ltd0.90%
Tata Consumer Products Ltd0.90%
Larsen & Toubro Ltd0.90%
Adani Total Gas Ltd0.90%
Adani Enterprises Ltd0.90%
Britannia Industries Ltd0.90%
Nestle India Ltd0.89%
Dabur India Ltd0.89%
Tata Consultancy Services Ltd0.89%
Bosch Ltd0.89%
Adani Green Energy Ltd0.89%
Titan Company Ltd0.88%
SBI Life Insurance Company Ltd0.88%
Hero MotoCorp Ltd0.88%
Shree Cement Ltd0.87%
Wipro Ltd0.87%
Bajaj Holdings & Investment Ltd0.87%
LTIMindtree Ltd0.86%
Cipla Ltd0.86%
Zydus Lifesciences Ltd0.86%
Sun Pharmaceutical Industries Ltd0.85%
HDFC Life Insurance Company Ltd0.85%
Infosys Ltd0.85%
Apollo Hospitals Enterprise Ltd0.85%
Kotak Mahindra Bank Ltd0.83%
Berger Paints India Ltd0.82%
HCL Technologies Ltd0.81%
Tata Motors Ltd0.80%
Britannia Industries Ltd0.00%

Sundaram Mutual Fund Managers

RS

Rohit Seksaria

Fund Manager since Aug 2015

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 124
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return 18.47%
Expense Ratio 0.57%
Fund Manager Rohit Seksaria
Fund Size ₹76.32 Cr
Risk Profile Very High

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Plan Precisely and Prosper With SIP Calculator

Planning SIP for your goals just got easier! With Angel One's SIP calculator, get clarity on the expected returns to help you decide your optimum balance between the investment horizon, SIP amount, and expected rate of return. Try it out now!

FAQs

What is today's NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment on May 29 2024, is ₹88.0813

What is the AUM of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment, is ₹76.32 crore.

What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment is 0.57%

What are the returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment since inception?

The Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 13.57 since inception.

What is the minimum SIP amount to invest in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment on May 29 2024, is ₹88.0813

What is the AUM of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment, is ₹76.32 crore.

What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment is 0.57%

What are the returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment since inception?

The Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 13.57 since inception.

What is the minimum SIP amount to invest in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.