Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth

Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

1. Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth has ₹108 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth has given a CAGR return of 12.68% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.28%, 16.66% and 20.66% respectively.

Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Consumer Defensive, Industrial, Utilities, Health, Energy, Tech, Communication, Real Estate. Its top holdings are Bosch Ltd, Eternal Ltd, Torrent Pharmaceuticals Ltd, Varun Beverages Ltd, Dabur India Ltd

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Nifty 100 Equal Wgt Dir Gr Fund Direct Growth has no lock in period.