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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
★★★★★ monitor_heart Health Score: 82/100 · ExcellentSundaram Mutual Fund · Equity · Large Cap
₹192.72
AUM: ₹142 Cr
NAV updated about 10 hours ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.74%
Exit Load
Nil
Fund Manager
Rajat Jain
Inception
Jan 2013
Benchmark
NIFTY 100 Equal Weight Total Return Index
Sharpe Ratio
0.01
Std Dev (1Y)
14.83%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.47%
3m
+1.66%
6m
+6.04%
1y
+4.9%
3y
+15.24%
5y
+12.92%
10y
+12.19%
since inception
+12.16%
rate_review TopFund's Take on Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option 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 82/100.
Cost: At 0.74%, the expense ratio is roughly in line with the Large Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.01 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.83% is fairly typical for actively managed equity 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.
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info Fund Snapshot
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Frequently Asked Questions about Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is ₹192.72. NAV is updated every business day after market close by AMFI.
1Y: 4.9% · 3Y CAGR: 15.24% · 5Y CAGR: 12.92%
The expense ratio is 0.74% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is managed by Rajat Jain at Sundaram Mutual Fund.
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is ₹142 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.