Comprehensive analysis of Sundaram Nifty 100 Equal Weight Fund (IDCW) (1824) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Fund management costs
Risk-adjusted returns
Assets under management
This fund has underperformed its benchmark by 1.00% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bosch Ltd | Auto Ancillaries | 1.26% |
| TREPS | Debt Others | 1.25% |
| Eternal Ltd | E-Commerce/App based Aggregator | 1.18% |
| Torrent Pharmaceuticals Ltd | Pharmaceuticals | 1.15% |
| Varun Beverages Ltd | FMCG | 1.14% |
| Dabur India Ltd | FMCG | 1.11% |
| Hindustan Unilever Ltd | FMCG | 1.11% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.08% |
| Jio Financial Services Ltd | Finance | 1.07% |
| Shree Cement Ltd | Cement | 1.07% |
Compare against Index Fund category average
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1229.16 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1229.15 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1195.53 | 4.86% | 8.96% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1195.51 | 4.86% | 8.96% | N/A |
| HDFC BSE Sensex Index Fund - Direct | ₹790.24 | 7.25% | 6.29% | 17.66% |
| HDFC BSE Sensex Index Fund - Regular | ₹771.61 | 7.17% | 6.12% | 17.46% |
A seasoned investment professional with over 26 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.