Invest in the best stock opportunities right now and every-time.
Start Systematic Stock Investing ...in less than a minute.
Worth Seeing!
Transform your wealth with Omega. Exclusive consultation awaits.
Schedule Meeting!
Schedule Meeting!
Sundaram Nifty 100 Equal Weight Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 46.69 | 19.71 | 19.42 | 12.97 |
| Average Rolling Returns(%) | 14.39 | 12.05 | 10.00 | 9.57 |
The Current NAV of Sundaram Nifty 100 Equal Weight Fund - Growth is ₹180.01.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Sundaram Nifty 100 Equal Weight Fund - Growth fund’s expense ratio is 1.03%
The process for redemption is
The AUM of Sundaram Nifty 100 Equal Weight Fund - Growth is currently ₹86 Crores.
The Top three stocks are Vedanta, Hindustan Aeron and SamvardhanaMotherson and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 13% of fund’s portfolio respectively.
Top three sectors of Sundaram Nifty 100 Equal Weight Fund - Growth fund are BFSI, Construction & Infrastructure and FMCG accounting for 41% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Nifty 100 Equal Weight Fund - Growth Fund is Index Funds - Other.
Rohit Seksaria and Ashish Agarwal manage the Sundaram Nifty 100 Equal Weight Fund - Growth Fund.
Sundaram Nifty 100 Equal Weight Fund - Growth current PE ratio is 52.46 and PB ratio is 10.65
The asset allocation of Sundaram Nifty 100 Equal Weight Fund - Growth is Stocks : 96.35%, Debt : 3.66% and Gold : 0%
The minimum SIP amount for Sundaram Nifty 100 Equal Weight Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Nifty 100 Equal Weight Fund - Growth is Nil
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Download APP
