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Sundaram Nifty 100 Equal Weight Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth.

• Investment in equity securities including equity derivatives of CNX Nifty (NSE) Companies.

Fund Info

Scheme Class	Equity
Scheme Category	Index Funds
Expense Ratio	0.56%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 93
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 100

Benchmark Type

Exit Load

No Exit load, if redeemed after 0 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
UTI Nifty Next 50 Index Fund - Direct Plan	1000	1000	15.34%
Nippon India Index Fund S&P BSE Sensex Plan - Direct Plan	1000	1000	9.58%
UTI Nifty 50 Index Fund - Direct Plan	0	0	10.01%
HDFC Index Fund - BSE Sensex Plan - Direct Plan	1000	1000	9.55%
ICICI Prudential Nifty 50 Index Fund - Direct Plan	0	0	9.96%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	4
Oil & Natural Gas Corp Ltd	Equity	1
REC Ltd	Equity	1
Infosys Ltd	Equity	1
HDFC Life Insurance Company Limited	Equity	1
Colgate-Palmolive (India) Ltd	Equity	1
ICICI Prudential Life Insurance Company Limited	Equity	1
SBI Life Insurance Company Limited	Equity	1
Bharat Petroleum Corp Ltd	Equity	1
ITC Ltd	Equity	1

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	4
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	23
Consumer Defensive	12
Basic Materials	12
Consumer Cyclical	12
Industrials	8

Fund Manager

Rohit Seksaria

2+ years of experience

Ashish Aggarwal

2+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m