Sundaram NIFTY 100 Equal Weight Fund (Formerly Known As Principal NIFTY 100 Equal Weight Fund)- Direct Plan - Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 0.61
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: NIFTY 100 Equal Weighted TRI
Inception: 16-06-1999
Exit Load: Nil
Fund Size:₹132.59 Cr
Performance
1Y
Fund-9.34%
Cat. Avg.2.26%
2Y
Fund-8.92%
Cat. Avg.3.16%
3Y
Fund4.74%
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund3.62%
Cat. Avg.7.39%
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
Visualizing Fund's Exposure
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Top Sectors
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 1.82 | 1.49% |
| 2 | Oil & Natural Gas Corporation Ltd | 1.65 | 1.36% |
| 3 | ABB India Ltd | 1.57 | 1.29% |
| 4 | NTPC LTD | 1.56 | 1.28% |
| 5 | Tata Steel Ltd | 1.55 | 1.27% |
| 6 | Jindal Steel & Power Ltd | 1.55 | 1.27% |
| 7 | Coal India Ltd | 1.52 | 1.25% |
| 8 | Power Grid Corporation of India Ltd | 1.52 | 1.25% |
| 9 | Torrent Pharmaceuticals Ltd | 1.50 | 1.24% |
| 10 | Vedanta Ltd | 1.48 | 1.22% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57338 | -4.4% | -9.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.13 L. | -5.9% | -6.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.74 L. | -3.4% | -2.3% |
| SI | 07 Jan, 22 | 2.75 L. | 2.90 L. | +5.6% | +2.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 90658 | -9.3% | -9.3% |
| 2Y | 16 Jul, 24 | 1 L. | 82952 | -17.0% | -8.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.14 L. | +14.5% | +4.6% |
| SI | 03 Jan, 22 | 1 L. | 1.17 L. | +17.5% | +3.6% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.