Sundaram Nifty 100 Equal Weight Fund-Growth
Equity, Large Cap, Principal at very high risk
1 Year Return 4.63% at 08 Jun 2026 12:41 PM
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 26.87 years of performance history. The scheme manages an AUM of ₹138.36 Cr and has a NAV of ₹178.7115. 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 4.63%.
Fund Details
NAV 178.7115
Sub-Type Large Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 26.87
Fund Size(in Crores) 138.36
Fund Performance
1 Month -0.39%
3 Month 2.03%
6 Month -0.12%
1 Year 4.63%
3 Year 15.88%
5 Year 12.19%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.21%) Market Cap Large Cap 21.52 Mid Cap 10.17 Small Cap 63.51 Top Sectors Financial 19.1 Healthcare 16.33 Energy 14.09 Services 12.38 Construction 7.7 Consumer Staples 4.89 Metals & Mining 4.17 Communication 3.44 Capital Goods 3 Textiles 2.86 Chemicals 2.62 Automobile 2.01 Technology 0.82 Consumer Discretionary 0.76 Materials 0.59 Insurance 0.45 Top Holding Adani Enterprises 2.19 Adani Green Energy 2.2 Adani Power 4.38 Aditya Birla Fashion and Retail 0.38 Aditya Birla Lifestyle Brands 1.35 Aegis Logistics 1.84 Afcons Infrastructure 0.74 Alivus Life Sciences 0.6 Anand Rathi Wealth 2.81 Anthem Biosciences 0.92 Apeejay Surrendra Park Hotels 0.43 Arvind 1.94 Aster DM Healthcare 2.61 Aurobindo Pharma 2.31 Balrampur Chini Mills 0.33 BASF India 0.07 Bata India 0.21 Bayer CropScience 1.63 Best Agrolife 0.04 Bikaji Foods International 1.93 Black Box 0.62 BlackBuck 0.18 Capacit'e Infraprojects 0.17 Capri Global 1.93 Castrol India 0.19 Digitide Solutions 0.09 EID Parry 0.76 Emami 0.08 Embassy Developments 0.12 EPL 0.59 Ethos 0.08 Exicom Tele-Systems 0.17 Gillette India 0.04 Gland Pharma 0.79 Graphite India 0.1 Gujarat State Fertilizers & Chemicals 0.43 HDFC Life Insurance 0.45 HFCL 3.44 Himadri Speciality Chemical 0.23 ICICI Bank 1.77 Indoco Remedies 0.29 Intellect Design Arena 0.12 IRB Infra Dev 0.52 JM Financial 0.77 Jubilant Pharmova 0.9 Juniper Hotels 0.4 Just Dial 0.65 Kalyani Steels 0.01 Keystone Realtors 0.8 K.P.R. Mill 0.22 Lloyds Metals & Energy 0.34 Maharashtra Seamless 0.27 Mahindra Holidays & Resorts India 0.08 Manappuram Finance 1.74 Man Infraconstruction 0.24 Marathon Nextgen Realty 1.04 Minda Corporation 0.47 NBCC (India) 1.73 NCC 0.93 Newgen Software Technologies 0.08 Nitin Spinners 0.42 Om Infra 0 Orchid Pharma 0.71 Oriental Hotels 0.07 Orissa Minerals Development Co 0.15 Oswal Pumps 0.2 Pfizer 1.42 Piramal Finance 2.85 Poly Medicure 2.17 Praj Industries 0.1 Prime Securities 0.15 Primo Chemicals 0.03 PTC India 0.08 Ravindra Energy 0.11 RBL Bank 5.77 Reliance Industries 9.47 Rishabh Instruments 0.29 Safari Industries (India) 0.04 Sai Parenteral’s 0.08 Sai Silks (Kalamandir) 0.07 Samvardhana Motherson 1.06 Sanofi India 0.07 SMS Pharmaceuticals 0.25 S.P. Apparels 0.22 Strides Pharma Science 1.23 Sudeep Pharma 0.03 Sula Vineyards 0.24 Sun TV Network 2.92 Suven Life Sciences 0.33 The Karnataka Bank 1.3 Triveni Turbine 0.17 TVS Srichakra 0.48 Usha Martin 1.59 Ventive Hospitality 1.72 Vishnu Prakash R Punglia 0.07 Viyash Scientific 1.61 Welspun Corp 1.8 Welspun Enterprises 1.16 Welspun Living 0.51 Zydus Wellness 1.51
Debt & Others (4.79%) Sector Allocation Treasury Bills 1.26 Net Payables -3.37 Mutual Fund 0 Debt Credit Ratings Debt Category Quant Gilt Direct-G 0.0 Others 3.53 Reserve Bank of India 1.26
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 1.69% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -0.13% Ret 1Y 1.28% Ret 3Y 15.54% Ret 5Y 16.42%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.06%
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) 37
Date of Incorporation 1999-07-27
Total AUM 75523.59
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.
Take Your Next Step
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.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Nifty 100 Equal Weight Fund-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
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 1.06% as of 08 Jun 2026.
What is the NAV of Sundaram Nifty 100 Equal Weight Fund-Growth?
The NAV of Sundaram Nifty 100 Equal Weight Fund-Growth is ₹178.7115 as of 08 Jun 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 ₹138.36 Cr as of 08 Jun 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 12.19%.
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 08 Jun 2026, is ₹178.7115.
Who manages the Sundaram Nifty 100 Equal Weight Fund-Growth?
The fund managers responsible for Sundaram Nifty 100 Equal Weight Fund-Growth are:
- Ashish Aggarwal
- Rohit Seksaria