Sundaram Nifty 100 Equal Wgt Dir Gr Fund
Get the latest NAV of Sundaram Nifty 100 Equal Wgt Dir Gr Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹174.82
1D
NAV as on 20 Mar 2026
11.63%/per year
Since Inception
▲▼
1941 people have invested ₹ 13.5L in Sundaram Nifty 100 Equal Wgt Dir Gr Fund in the last three months
INDmoney Rank
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Sundaram Nifty 100 Equal Wgt Dir Gr Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Nifty 100 Equal Wgt Dir Gr Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Nifty 100 Equal Wgt Dir Gr Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Basic Materials & Consumer Cyclical
Financial Services
22%
Basic Materials
14%
Consumer Cyclical
13%
Financial Services
22%
Basic Materials
14%
Consumer Cyclical
13%
Sundaram Nifty 100 Equal Wgt Dir Gr Fund Holdings Details
as on (28-Feb-26)
Sundaram Nifty 100 Equal Wgt Dir Gr Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.52% |
Benchmark | Nifty100 Equal Weight TR INR |
| AUM | ₹135 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 28.98% |
| Risk |   High Risk |
About Sundaram Nifty 100 Equal Wgt Dir Gr Fund
Sundaram Nifty 100 Equal Wgt Dir Gr Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Nifty 100 Equal Wgt Dir Gr Fund has ₹135 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
Sundaram Nifty 100 Equal Wgt Dir Gr Fund has given a CAGR return of 11.63% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.87%, 17.45% and 13.37% respectively.
Holdings
Sundaram Nifty 100 Equal Wgt Dir Gr Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Consumer Cyclical, Industrial, Utilities, Consumer Defensive, Health, Energy, Tech, Real Estate, Communication, Corporate. Its top holdings are Jindal Steel Ltd, Tata Steel Ltd, State Bank of India, Vedanta Ltd, Oil & Natural Gas Corp Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Nifty 100 Equal Wgt Dir Gr Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Nifty 100 Equal Wgt Dir Gr Fund has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Nifty 100 Equal Wgt Dir Gr Fund, since 1 January 2022
- AUM of the fund stands at 134.6 Cr as of Feb'26
- AUM increased by 3.8 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Nifty 100 Equal Wgt Dir Gr Fund
How do I invest in Sundaram Nifty 100 Equal Wgt Dir Gr Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Nifty 100 Equal Wgt Dir Gr Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.