Sundaram Nifty 100 Equal Weight Fund-Growth

Sundaram Nifty 100 Equal Weight Fund-Growth: Mutual Fund Overview

Sundaram Nifty 100 Equal Weight Fund-Growth is an Large Cap mutual fund with over 26.66 years of performance history. The scheme manages an AUM of ₹134.58 Cr and has a NAV of ₹159.7893. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.25%.

Equity, Large Cap, Principal at very high risk

1 Year Return -0.25% at 24 Mar 2026 03:38 PM

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Fund Details

NAV 159.7893

Sub-Type Large Cap

Rating 4

Min. SIP Amount ₹100.0

Fund Age(Year) 26.66

Fund Size(in Crores) 134.58

Fund Performance

1 Month -11.66%

3 Month -11.05%

6 Month -10.67%

1 Year -0.25%

3 Year 15.79%

5 Year 12.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (36.67%) Market Cap Large Cap 28.81 Small Cap 5.1 Mid Cap 2.76 Top Sectors Financial 10.9 Energy 3.59 Services 3.34 Construction 2.84 Technology 2.57 Healthcare 2.53 Automobile 1.95 Capital Goods 1.92 Consumer Staples 1.84 Communication 1.66 Insurance 1.17 Materials 1.02 Metals & Mining 0.71 Consumer Discretionary 0.63 Top Holding Amara Raja Energy & Mobility 0.29 Kirloskar Oil Engines 0.63 Lemon Tree Hotels 0.27 ICICI Bank 2.23 CESC 0.62 NTPC 1.05 Kwality Wall's (India) 0.01 Mahindra & Mahindra 0.94 Infosys 1.45 Hindustan Aero 0.39 Eris Lifesciences 0.41 Marico 0.65 Maruti Suzuki India 0.44 Canara HSBC Life Insurance Company 0.23 Amber Enterprises India 0.63 The Phoenix Mills 0.55 TeamLease Services 0.29 PB Fintech 0.61 PNB Housing Finance 0.24 Axis Bank 1.82 Reliance Industries 1.92 Cholamandalam Investment and Finance Company 0.41 HDFC Life Insurance 0.42 State Bank of India 1.89 Ashok Leyland 0.42 Eternal 0.97 V-Mart Retail 0.29 Metropolis Healthcare 0.51 Apollo Hospitals Enterprise 0.92 HCL Technologies 1.12 Interglobe Aviation 0.47 Ultratech Cement 1.02 ZF Commercial 0.16 Jubilant FoodWorks 0.43 ICICI Lombard Gen. Insurance 0.52 HDFC Bank 3.84 Larsen & Toubro 2.28 Sun Pharmaceutical Industries 0.68 Tata Capital 0.37 Tata Steel 0.71 Hindustan Unilever 0.39 Angel One 0.09 Britannia Industries 0.79 Bharti Airtel 1.66 Bharat Electronics 0.61

Debt & Others (63.33%) Sector Allocation Bonds 22.43 Debenture 23.96 Non Convertible Debenture 6.28 Debt Credit Ratings AAA 42.47 AA 10.21 SOV 7.29 Cash & Call Money 3.37 Debt Category LIC Housing Fin. 5.23 Small Industries 5.31 Jubilant Bevco 6.41 REC 2.77

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Balanced Hybrid Fund Regular - Growth Ret 1M -5.89% Ret 1Y -0.55% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Balanced Hybrid Fund Regular - IDCW Payout Ret 1M -5.89% Ret 1Y -0.55% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Balanced Hybrid Fund Regular - IDCW Reinvestment Ret 1M -5.89% Ret 1Y -0.55% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Franklin India Retirement Fund Regular-Growth Ret 1M -4.89% Ret 1Y 0.46% Ret 3Y 8.74% Ret 5Y 7.08%

Equity, Flexi Cap funds Franklin India Retirement Fund Regular-IDCW Ret 1M -4.89% Ret 1Y 0.46% Ret 3Y 8.74% Ret 5Y 7.08%

Equity, Flexi Cap funds Franklin India Retirement Fund Regular-IDCW Payout Ret 1M -4.89% Ret 1Y 0.46% Ret 3Y 8.74% Ret 5Y 7.08%

Equity, Flexi Cap funds UTI Children's Hybrid Fund-Regular Plan Ret 1M -5.34% Ret 1Y -0.18% Ret 3Y 8.05% Ret 5Y 7.49%

Equity, Flexi Cap funds UTI Retirement Fund Regular Plan Ret 1M -4.94% Ret 1Y 1.57% Ret 3Y 10.59% Ret 5Y 9.91%

Equity, Flexi Cap funds WhiteOak Capital Balanced Hybrid Fund Regular - Growth Ret 1M -6.79% Ret 1Y 0.77% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.05%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Ashish Aggarwal

Education Mr. Aggarwal has done BE, PGPM

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 16

Date of Incorporation 1999-07-27

Total AUM 76017.49

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Sundaram Nifty 100 Equal Weight Fund-Growth FAQs

How to invest in Sundaram Nifty 100 Equal Weight Fund-Growth?

Investing in Sundaram Nifty 100 Equal Weight Fund-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund-Growth?

The term expense ratio for Sundaram Nifty 100 Equal Weight Fund-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Nifty 100 Equal Weight Fund-Growth is 1.05% as of 24 Mar 2026.

What is the NAV of Sundaram Nifty 100 Equal Weight Fund-Growth?

The NAV of Sundaram Nifty 100 Equal Weight Fund-Growth is ₹159.7893 as of 24 Mar 2026.

What is the AUM of Sundaram Nifty 100 Equal Weight Fund-Growth?

The AUM (Assets Under Management) of Sundaram Nifty 100 Equal Weight Fund-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Nifty 100 Equal Weight Fund-Growth is ₹134.58 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Sundaram Nifty 100 Equal Weight Fund-Growth?

The PE ratio of Sundaram Nifty 100 Equal Weight Fund-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Sundaram Nifty 100 Equal Weight Fund-Growth?

Yes, you can invest in Sundaram Nifty 100 Equal Weight Fund-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Sundaram Nifty 100 Equal Weight Fund-Growth in the last 5 years?

The return of Sundaram Nifty 100 Equal Weight Fund-Growth in the last 5 years is 12.0%.

What is the minimum SIP investment required in Sundaram Nifty 100 Equal Weight Fund-Growth?

The minimum SIP investment in Sundaram Nifty 100 Equal Weight Fund-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Nifty 100 Equal Weight Fund-Growth, the minimum SIP amount is ₹100.0.

What is the current NAV of Sundaram Nifty 100 Equal Weight Fund-Growth?

The NAV of Sundaram Nifty 100 Equal Weight Fund-Growth, as of 24 Mar 2026, is ₹159.7893.

Who manages the Sundaram Nifty 100 Equal Weight Fund-Growth?

The fund managers responsible for Sundaram Nifty 100 Equal Weight Fund-Growth are: