Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Sundaram Nifty 100 Equal Weight Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Nifty 100 Equal Weight Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Others Others Index

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-21 ₹1,000.00 ₹995.34 -0.47%
Two Week 2026-10-12 ₹1,000.00 ₹995.88 -0.41%
One Month 2026-09-28 ₹1,000.00 ₹968.94 -3.11%
Three Months 2026-07-29 ₹3,000.00 ₹2,804.17 -6.53%
Six Months 2026-04-30 ₹6,000.00 ₹5,667.59 -5.54%
One Year 2025-10-27 ₹12,000.00 ₹11,475.44 -4.37%
Three Year 2023-10-30 ₹36,000.00 ₹36,839.47 +2.33%
Since Inception 2021-12-30 ₹59,000.00 ₹72,509.33 +22.90%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Finance 32.13%
Banks 26.04%
Automobiles 22.38%
It - Software 19.74%
Pharmaceuticals & Biotechnology 18.90%
Power 15.54%
Electrical Equipment 11.97%
Cement & Cement Products 11.37%
Ferrous Metals 9.18%
Retailing 8.91%
Petroleum Products 8.64%
Auto Components 7.05%
Realty 6.96%
Chemicals & Petrochemicals 6.45%
Consumer Durables 6.36%
Non - Ferrous Metals 6.24%
Aerospace & Defense 6.15%
Food Products 6.03%
Healthcare Services 5.85%
Insurance 5.58%
Beverages 5.52%
Diversified Fmcg 5.22%
Agricultural, Commercial & Construction Vehicles 3.30%
Other 3.12%
Gas 2.97%
Leisure Services 2.97%
Transport Services 2.94%
Capital Markets 2.91%
Industrial Manufacturing 2.91%
Diversified Metals 2.91%
Oil 2.85%
Construction 2.82%
Telecom - Services 2.82%
Agricultural Food & Other Products 2.76%
Metals & Minerals Trading 2.70%
Industrial Products 2.67%
Consumable Fuels 2.67%
Personal Products 2.58%
Transport Infrastructure 2.55%

Top Holdings

Company-wise portfolio exposure

Divis Laboratories Ltd 1.36%
Lodha Developers Ltd 1.24%
Eternal Ltd (Previously Zomato Ltd) 1.24%
TVS Motor Company Ltd 1.23%
Bajaj Auto Ltd 1.21%
Bosch Ltd 1.20%
LTIMindtree Ltd 1.16%
HCL Technologies Ltd 1.15%
Samvardhana Motherson International Ltd 1.15%
Titan Company Ltd 1.15%
Tata Consultancy Services Ltd 1.11%
Solar Industries India Ltd 1.11%
Bajaj Finserv Ltd 1.11%
TATA Motors Ltd 1.10%
Hyundai Motor India Ltd 1.10%
Siemens Ltd 1.10%
Torrent Pharmaceuticals Ltd 1.09%
DLF Ltd 1.08%
Tech Mahindra Ltd 1.08%
Hindustan Aeronautics Ltd 1.07%
Hindustan Zinc Ltd 1.07%
United Spirits Ltd 1.07%
Bajaj Holdings & Investment Ltd 1.07%
Jindal Steel & Power Ltd 1.07%
ABB India Ltd 1.07%
Shriram Finance Ltd 1.06%
Union Bank of India 1.05%
Nestle India Ltd 1.05%
Grasim Industries Ltd 1.05%
Infosys Ltd 1.05%
Mahindra & Mahindra Ltd 1.05%
Bajaj Finance Ltd 1.04%
Pidilite Industries Ltd 1.04%
JSW Steel Ltd 1.04%
Punjab National Bank 1.04%
Sun Pharmaceutical Industries Ltd 1.03%
Zydus Lifesciences Ltd 1.03%
ICICI Bank Ltd 1.03%
Wipro Ltd 1.03%
Eicher Motors Ltd 1.02%
Tata Capital Ltd 1.01%
Hindalco Industries Ltd 1.01%
Apollo Hospitals Enterprise Ltd 1.01%
Kotak Mahindra Bank Ltd 1.01%
Cholamandalam Investment and Finance Company Ltd 1.01%
Bharat Petroleum Corporation Ltd 1.00%
State Bank of India 0.99%
GAIL (India) Ltd 0.99%
Maruti Suzuki India Ltd 0.99%
The Indian Hotels Company Ltd 0.99%
Jio Financial Services Ltd 0.98%
Bharat Electronics Ltd 0.98%
Interglobe Aviation Ltd 0.98%
Ultratech Cement Ltd 0.97%
HDFC Asset Management Company Ltd 0.97%
Mazagon Dock Shipbuilders Limited 0.97%
Asian Paints Ltd 0.97%
Vedanta Ltd 0.97%
CG Power and Industrial Solutions Ltd 0.97%
Britannia Industries Ltd 0.96%
SBI Life Insurance Company Ltd 0.96%
Cipla Ltd 0.95%
Canara Bank 0.95%
Tata Steel Ltd 0.95%
Reliance Industries Ltd 0.95%
Oil & Natural Gas Corporation Ltd 0.95%
Larsen & Toubro Ltd 0.94%
Bharti Airtel Ltd 0.94%
Max Healthcare Institute Ltd 0.94%
Muthoot Finance Ltd 0.94%
Indian Oil Corporation Ltd 0.93%
Adani Energy Solutions Ltd 0.92%
TATA Consumer Products Ltd 0.92%
Axis Bank Ltd 0.91%
Ambuja Cements Ltd 0.91%
Adani Enterprises 0.90%
HDFC Life Insurance Company Ltd 0.90%
Cummins India Ltd 0.89%
NTPC LTD 0.89%
Coal India Ltd 0.89%
Power Grid Corporation of India Ltd 0.89%
Hindustan UniLever Ltd 0.88%
Indian Railway Finance Corporation Ltd 0.88%
HDFC Bank Ltd 0.87%
Avenue Supermarts Ltd 0.87%
REC Ltd 0.86%
Shree Cement Ltd 0.86%
Trent Ltd 0.86%
Tata Motors Passenger Vehicles Ltd 0.86%
TATA Power Company Ltd 0.86%
Godrej Consumer Products Ltd 0.86%
ITC Ltd 0.86%
Adani Ports and Special Economic Zone Ltd 0.85%
Siemens Energy India Limited 0.85%
Dr. Reddys Laboratories Ltd 0.84%
Adani Power Ltd 0.84%
Bank of Baroda 0.83%
Adani Green Energy Ltd 0.78%
Varun Beverages Ltd 0.77%
Power Finance Corporation Ltd 0.75%
TREPS 1.51%
Cash and Other Net Current Assets -0.01%
Divis Laboratories Ltd 1.36%
Lodha Developers Ltd 1.24%
Eternal Ltd (Previously Zomato Ltd) 1.24%
TVS Motor Company Ltd 1.23%
Bajaj Auto Ltd 1.21%
Bosch Ltd 1.20%
LTIMindtree Ltd 1.16%
HCL Technologies Ltd 1.15%
Samvardhana Motherson International Ltd 1.15%
Titan Company Ltd 1.15%
Tata Consultancy Services Ltd 1.11%
Solar Industries India Ltd 1.11%
Bajaj Finserv Ltd 1.11%
TATA Motors Ltd 1.10%
Hyundai Motor India Ltd 1.10%
Siemens Ltd 1.10%
Torrent Pharmaceuticals Ltd 1.09%
DLF Ltd 1.08%
Tech Mahindra Ltd 1.08%
Hindustan Aeronautics Ltd 1.07%
Hindustan Zinc Ltd 1.07%
United Spirits Ltd 1.07%
Bajaj Holdings & Investment Ltd 1.07%
Jindal Steel & Power Ltd 1.07%
ABB India Ltd 1.07%
Shriram Finance Ltd 1.06%
Union Bank of India 1.05%
Nestle India Ltd 1.05%
Grasim Industries Ltd 1.05%
Infosys Ltd 1.05%
Mahindra & Mahindra Ltd 1.05%
Bajaj Finance Ltd 1.04%
Pidilite Industries Ltd 1.04%
JSW Steel Ltd 1.04%
Punjab National Bank 1.04%
Sun Pharmaceutical Industries Ltd 1.03%
Zydus Lifesciences Ltd 1.03%
ICICI Bank Ltd 1.03%
Wipro Ltd 1.03%
Eicher Motors Ltd 1.02%
Tata Capital Ltd 1.01%
Hindalco Industries Ltd 1.01%
Apollo Hospitals Enterprise Ltd 1.01%
Kotak Mahindra Bank Ltd 1.01%
Cholamandalam Investment and Finance Company Ltd 1.01%
Bharat Petroleum Corporation Ltd 1.00%
State Bank of India 0.99%
GAIL (India) Ltd 0.99%
Maruti Suzuki India Ltd 0.99%
The Indian Hotels Company Ltd 0.99%
Jio Financial Services Ltd 0.98%
Bharat Electronics Ltd 0.98%
Interglobe Aviation Ltd 0.98%
Ultratech Cement Ltd 0.97%
HDFC Asset Management Company Ltd 0.97%
Mazagon Dock Shipbuilders Limited 0.97%
Asian Paints Ltd 0.97%
Vedanta Ltd 0.97%
CG Power and Industrial Solutions Ltd 0.97%
Britannia Industries Ltd 0.96%
SBI Life Insurance Company Ltd 0.96%
Cipla Ltd 0.95%
Canara Bank 0.95%
Tata Steel Ltd 0.95%
Reliance Industries Ltd 0.95%
Oil & Natural Gas Corporation Ltd 0.95%
Larsen & Toubro Ltd 0.94%
Bharti Airtel Ltd 0.94%
Max Healthcare Institute Ltd 0.94%
Muthoot Finance Ltd 0.94%
Indian Oil Corporation Ltd 0.93%
Adani Energy Solutions Ltd 0.92%
TATA Consumer Products Ltd 0.92%
Axis Bank Ltd 0.91%
Ambuja Cements Ltd 0.91%
Adani Enterprises 0.90%
HDFC Life Insurance Company Ltd 0.90%
Cummins India Ltd 0.89%
NTPC LTD 0.89%
Coal India Ltd 0.89%
Power Grid Corporation of India Ltd 0.89%
Hindustan UniLever Ltd 0.88%
Indian Railway Finance Corporation Ltd 0.88%
HDFC Bank Ltd 0.87%
Avenue Supermarts Ltd 0.87%
REC Ltd 0.86%
Shree Cement Ltd 0.86%
Trent Ltd 0.86%
Tata Motors Passenger Vehicles Ltd 0.86%
TATA Power Company Ltd 0.86%
Godrej Consumer Products Ltd 0.86%
ITC Ltd 0.86%
Adani Ports and Special Economic Zone Ltd 0.85%
Siemens Energy India Limited 0.85%
Dr. Reddys Laboratories Ltd 0.84%
Adani Power Ltd 0.84%
Bank of Baroda 0.83%
Adani Green Energy Ltd 0.78%
Varun Beverages Ltd 0.77%
Power Finance Corporation Ltd 0.75%
TREPS 1.51%
Cash and Other Net Current Assets -0.70%
Divis Laboratories Ltd 1.36%
Lodha Developers Ltd 1.24%
Eternal Ltd (Previously Zomato Ltd) 1.24%
TVS Motor Company Ltd 1.23%
Bajaj Auto Ltd 1.21%
Bosch Ltd 1.20%
LTIMindtree Ltd 1.16%
HCL Technologies Ltd 1.15%
Samvardhana Motherson International Ltd 1.15%
Titan Company Ltd 1.15%
Tata Consultancy Services Ltd 1.11%
Solar Industries India Ltd 1.11%
Bajaj Finserv Ltd 1.11%
TATA Motors Ltd 1.10%
Hyundai Motor India Ltd 1.10%
Siemens Ltd 1.10%
Torrent Pharmaceuticals Ltd 1.09%
DLF Ltd 1.08%
Tech Mahindra Ltd 1.08%
Hindustan Aeronautics Ltd 1.07%
Hindustan Zinc Ltd 1.07%
United Spirits Ltd 1.07%
Bajaj Holdings & Investment Ltd 1.07%
Jindal Steel & Power Ltd 1.07%
ABB India Ltd 1.07%
Shriram Finance Ltd 1.06%
Union Bank of India 1.05%
Nestle India Ltd 1.05%
Grasim Industries Ltd 1.05%
Infosys Ltd 1.05%
Mahindra & Mahindra Ltd 1.05%
Bajaj Finance Ltd 1.04%
Pidilite Industries Ltd 1.04%
JSW Steel Ltd 1.04%
Punjab National Bank 1.04%
Sun Pharmaceutical Industries Ltd 1.03%
Zydus Lifesciences Ltd 1.03%
ICICI Bank Ltd 1.03%
Wipro Ltd 1.03%
Eicher Motors Ltd 1.02%
Tata Capital Ltd 1.01%
Hindalco Industries Ltd 1.01%
Apollo Hospitals Enterprise Ltd 1.01%
Kotak Mahindra Bank Ltd 1.01%
Cholamandalam Investment and Finance Company Ltd 1.01%
Bharat Petroleum Corporation Ltd 1.00%
State Bank of India 0.99%
GAIL (India) Ltd 0.99%
Maruti Suzuki India Ltd 0.99%
The Indian Hotels Company Ltd 0.99%
Jio Financial Services Ltd 0.98%
Bharat Electronics Ltd 0.98%
Interglobe Aviation Ltd 0.98%
Ultratech Cement Ltd 0.97%
HDFC Asset Management Company Ltd 0.97%
Mazagon Dock Shipbuilders Limited 0.97%
Asian Paints Ltd 0.97%
Vedanta Ltd 0.97%
CG Power and Industrial Solutions Ltd 0.97%
Britannia Industries Ltd 0.96%
SBI Life Insurance Company Ltd 0.96%
Cipla Ltd 0.95%
Canara Bank 0.95%
Tata Steel Ltd 0.95%
Reliance Industries Ltd 0.95%
Oil & Natural Gas Corporation Ltd 0.95%
Larsen & Toubro Ltd 0.94%
Bharti Airtel Ltd 0.94%
Max Healthcare Institute Ltd 0.94%
Muthoot Finance Ltd 0.94%
Indian Oil Corporation Ltd 0.93%
Adani Energy Solutions Ltd 0.92%
TATA Consumer Products Ltd 0.92%
Axis Bank Ltd 0.91%
Ambuja Cements Ltd 0.91%
Adani Enterprises 0.90%
HDFC Life Insurance Company Ltd 0.90%
Cummins India Ltd 0.89%
NTPC LTD 0.89%
Coal India Ltd 0.89%
Power Grid Corporation of India Ltd 0.89%
Hindustan UniLever Ltd 0.88%
Indian Railway Finance Corporation Ltd 0.88%
HDFC Bank Ltd 0.87%
Avenue Supermarts Ltd 0.87%
REC Ltd 0.86%
Shree Cement Ltd 0.86%
Trent Ltd 0.86%
Tata Motors Passenger Vehicles Ltd 0.86%
TATA Power Company Ltd 0.86%
Godrej Consumer Products Ltd 0.86%
ITC Ltd 0.86%
Adani Ports and Special Economic Zone Ltd 0.85%
Siemens Energy India Limited 0.85%
Dr. Reddys Laboratories Ltd 0.84%
Adani Power Ltd 0.84%
Bank of Baroda 0.83%
Adani Green Energy Ltd 0.78%
Varun Beverages Ltd 0.77%
Power Finance Corporation Ltd 0.75%
TREPS 1.51%
Cash and Other Net Current Assets -0.70%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.5%
Return volatility
β
Beta
1.0
Benchmark sensitivity
S
Sharpe Ratio
0.6
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 24.46% 32.52% 18.68%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 22.21% 28.30% 19.89%
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 14.66% 19.80% 18.79%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 14.27% 19.76% 15.12%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 12.81% 0.00% 9.77%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 9.65% 0.00% 14.61%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 8.43% 0.00% 9.33%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 8.27% 0.00% 16.19%
HDFC Crisil-IBX Fin Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.75% 0.00% 6.75%
ICICI Prudential Crisil-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.64% 0.00% 6.85%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.29% 6.74% 27.35%
Sundaram Money Market Fund - Regular Plan - Growth 6.20% 7.06% 6.20%
Sundaram Arbitrage Fund - Regular Plan - Growth 5.86% 6.37% 5.90%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.15% 5.89% 35.04%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.87% 6.39% 29.58%
Sundaram Short Term Fund - Regular Plan - Growth 4.12% 6.68% 5.97%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.75% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.31% 6.56% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To invest principally in securities that comprise Nifty 100 Equal Weight Index in the same proportion as the index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index. however, there is no assurance that the objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.23%
Expense Ratio (Direct)
0.75%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 100 Equal Weighted Index TR TRI
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?