Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 80/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)13.83%
- Expense ratio (20%)0.72%
- AUM (15%)₹147 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Large Cap
₹191.6
AUM: ₹147 Cr
NAV updated 6 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.72%
Exit Load
Nil
Fund Manager
Rajat Jain
Inception
Jan 2013
Benchmark
NIFTY 100 Equal Weight Total Return Index
Sharpe Ratio
-0.99
Std Dev (1Y)
17.6%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.17%
3m
-0.99%
6m
+9.6%
1y
+1.37%
3y
+13.83%
5y
+10.92%
10y
+11.79%
since inception
+2.77%
TopFund's Take on Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal ranks among the stronger performers in the Large Cap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 80/100.
Cost: At 0.72%, the expense ratio runs 20% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.99 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.6% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
JioBlackRock Nifty Next 50 Index Fund - Direct Plan - Growth Option
JioBlackRock Mutual Fund
DSP BSE SENSEX Next 30 Index Fund - Direct - Growth
DSP Mutual Fund
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth
Bandhan Mutual Fund
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth
Kotak Mahindra Mutual Fund
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth
Edelweiss Mutual Fund
Invesco India Largecap Fund - Direct Plan - Growth
Invesco Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal
The current NAV (Net Asset Value) of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is ₹191.6. NAV is updated every business day after market close by AMFI.
1Y: 1.37% · 3Y CAGR: 13.83% · 5Y CAGR: 10.92%
The expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is 0.72% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is managed by Rajat Jain at Sundaram Mutual Fund.
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is ₹147 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.