Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth
Fund House: Sundaram Mutual Fund| Category: Index Fund |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 100 Equal Weighted TRI |
| TER: 1.03% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 92.79 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 35% | Exit Load: Nil |
177.9624
2.75 (1.5449%)
12.05%
Benchmark: 19.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-7 Years -3 Months
-5 Years -2 Months
1 Years 4 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.66 |
| Sharpe Ratio | 0.93 |
| Alpha | 1.93 |
| Beta | 1.04 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
4.46%
Large Cap
86.7%
Mid Cap
8.91%
