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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
11.8 years ago
Lock-in Period
No lock-in
NAV
as of 31 Oct 2024
₹180.5
-0.3593% (-0.60)
AUM
₹96 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%
Distribution
Asset split
Equity97.65%
Cash2.35%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Defensive
Basic Materials
Consumer Cyclical
Industrials
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹59,978 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: 6.84 yrs • Total AUM: 1,17,250 Cr
Ashish Aggarwal
Experience: 2.84 yrs • Total AUM: 83,652 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'.
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Expense ratio
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Tracking error
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Expense ratio
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Equity • Index • Direct Growth3Y CAGR
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12.08%
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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.