Sundaram NIFTY 100 Equal Weight Fund (Formerly Known As Principal NIFTY 100 Equal Weight Fund-Income Distribution Cum Capital Withdrawal
Expense Ratio: 1.08
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY 100 Equal Weighted TRI
Inception: 16-06-1999
Exit Load: Nil
Fund Size:₹132.59 Cr
Performance
1Y
Fund-15.51%
Cat. Avg.-1.42%
2Y
Fund-8.74%
Cat. Avg.-0.02%
3Y
Fund1.54%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund2.01%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Green Energy Ltd | 2.23 | 1.56% |
| 2 | Adani Enterprises | 2.10 | 1.47% |
| 3 | Adani Energy Solutions Ltd | 1.93 | 1.36% |
| 4 | Adani Power Ltd | 1.88 | 1.32% |
| 5 | Trent Ltd | 1.84 | 1.29% |
| 6 | Solar Industries India Ltd | 1.84 | 1.29% |
| 7 | TREPS | 1.82 | 1.28% |
| 8 | CG Power and Industrial Solutions Ltd | 1.79 | 1.25% |
| 9 | Siemens Energy India Limited | 1.72 | 1.21% |
| 10 | Adani Ports and Special Economic Zone Ltd | 1.69 | 1.19% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56080 | -6.5% | -13.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.10 L. | -8.2% | -8.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.64 L. | -9.1% | -6.3% |
| SI | 07 Jan, 22 | 2.90 L. | 2.89 L. | -0.4% | -0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 84494 | -15.5% | -15.5% |
| 2Y | 16 Oct, 24 | 1 L. | 83287 | -16.7% | -8.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.05 L. | +4.7% | +1.5% |
| SI | 03 Jan, 22 | 1 L. | 1.10 L. | +10.0% | +2.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.