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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

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Category: Index Fund
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 100 Equal Weighted TRI
Expense Ratio: 1.08% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 110.05 Cr As on (30-06-2025)
Turn over: 35
NAV as on 08-08-2025

168.6647

-1.72 (-1.0218%)

CAGR Since Inception

11.35%

NIFTY 100 Equal Weighted TRI 18.4%

PERFORMANCE of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

Scheme Performance (%) Data as on - 08-08-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth -4.25 15.26 20.26 10.78 11.35
NIFTY 100 Equal Weight TRI -3.34 17.09 21.93 12.68 18.4
Index Fund 1.82 13.62 18.53 11.41 7.5

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 -Mr. Rohit Seksaria, FM 2 -Mr. Ashish Aggarwal

Investment Objective

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.

RETURNS CALCULATOR for Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth 13.66 0.93 1.93 1.04 - -
Index Fund - - - - - -

PEER COMPARISION of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 08-08-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth 02-01-2013 -4.25 17.49 15.26 20.26 10.78
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 33.42 27.42 24.93 0.0 0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 24.83 22.13 19.1 17.03 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 16.56 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.94 0.0 0.0 0.0 0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 10.72 0.0 0.0 0.0 0.0
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Regular Plan-Growth 11-02-2022 10.05 9.29 9.12 0.0 0.0
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT APRIL 2032 INDEX FUND - REGULAR GROWTH 29-11-2022 10.02 9.31 0.0 0.0 0.0
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 INDEX FUND - Regular Growth 14-02-2023 9.74 9.04 0.0 0.0 0.0
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 9.6 10.58 12.63 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth

Asset Allocation (%)