Get access to more insightful information
By signing up to Upstox today
Sundaram Nifty 100 Equal Weight Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
01 Jan 2013
11.9 years ago
Lock-in Period
No lock-in
NAV
as of 21 Nov 2024
₹171.35
+0.3086% (0.60)
AUM
₹95 Cr
Expense ratio
0.56%
Benchmark
Nifty100 Equal Weight
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Industrials
Consumer Defensive
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹58,709 Cr • Rank #20Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 6.89 yrs • Total AUM: 1,17,281 Cr
Ashish Aggarwal
Experience: 2.89 yrs • Total AUM: 81,373 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
16.32%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
16.31%
Expense ratio
0.31%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
10.85%
Expense ratio
0.2%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
10.85%
Expense ratio
0.19%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
10.82%
Expense ratio
0.17%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.