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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹38 Cr

Lock In Period

N/A

Expense Ratio

0.94

Benchmark

Nifty100 Equal Weight

Exit Load

Nil

Summary

Latest details for Sundaram Smart Nifty 100 Equal Weight Fund Growth include a ₹18.0285 NAV as of Dec 31,2021 and returns since inception of 54.38%. Minimum investments start at SIP ₹100. The Sundaram Smart Nifty 100 Equal Weight Fund Growth AUM is ₹38 Cr, with a lock-in of N/A years, expense ratio of 0.94%, and benchmark Nifty100 Equal Weight. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.25% returns, against a category average of 0.94% and a category best of 17.99%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.250.9417.99
6M9.351.2260.98
1Y32.564.95159.58
3Y15.5813.02221.39

Portfolio Analysis

  • Equity: 98.56%
  • Debt: 1.44%
  • Others
As on: 2021-11-30
View allocation % by

1. Bank of Baroda1.13%
2. State Bank of India1.05%
3. Bajaj Holdings & Investment Ltd1.02%
4. ICICI Bank Ltd1.00%
5. Punjab National Bank0.99%
6. Cholamandalam Investment and Finance Company Ltd0.99%
7. Kotak Mahindra Bank Ltd0.99%
8. SBI Life Insurance Company Ltd0.98%
9. Muthoot Finance Ltd0.98%
10. Yes Bank Ltd0.98%
11. HDFC Life Insurance Company Ltd0.97%
12. Bajaj Finserv Ltd0.97%
13. Bandhan Bank Ltd0.97%
14. Housing Development Finance Corporation Ltd0.97%
15. HDFC Bank Ltd0.94%
16. SBI Cards and Payment Services Ltd0.94%
17. ICICI Prudential Life Insurance Company Ltd0.93%
18. Bajaj Finance Ltd0.92%
19. Axis Bank Ltd0.84%
20. HDFC Asset Management Company Ltd0.81%
21. IndusInd Bank Ltd0.78%

1. Cipla Ltd1.04%
2. Biocon Ltd1.03%
3. Torrent Pharmaceuticals Ltd1.02%
4. Sun Pharmaceutical Industries Ltd1.01%
5. Divi's Laboratories Ltd1.01%
6. Dr. Reddy's Laboratories Ltd1.00%
7. Lupin Ltd0.96%
8. Gland Pharma Ltd0.95%
9. Aurobindo Pharma Ltd0.93%
10. Piramal Enterprises Ltd0.90%
11. Cadila Healthcare Ltd0.86%

1. United Spirits Ltd1.11%
2. Procter & Gamble Hygiene and Health Care Ltd1.10%
3. Marico Ltd1.02%
4. Dabur India Ltd0.97%
5. TATA Consumer Products Ltd0.97%
6. Asian Paints Ltd0.94%
7. Berger Paints Ltd0.93%
8. Godrej Consumer Products Ltd0.93%
9. Hindustan UniLever Ltd0.88%
10. Colgate Palmolive (IndiLtd0.88%

1. Vedanta Ltd1.20%
2. Jindal Steel & Power Ltd0.99%
3. NMDC Ltd0.96%
4. JSW Steel Ltd0.96%
5. Steel Authority of India Ltd0.94%
6. Coal India Ltd0.91%
7. Hindalco Industries Ltd0.88%
8. Tata Steel Ltd0.86%

1. Tata Motors Ltd1.41%
2. Mahindra & Mahindra Ltd1.05%
3. Bosch Ltd1.04%
4. Maruti Suzuki India Ltd0.97%
5. Hero MotoCorp Ltd0.86%
6. Eicher Motors Ltd0.85%
7. Bajaj Auto Ltd0.84%

1. Larsen & Toubro Infotech Ltd1.17%
2. Tech Mahindra Ltd1.08%
3. Infosys Ltd1.02%
4. Wipro Ltd1.00%
5. Tata Consultancy Services Ltd0.95%
6. HCL Technologies Ltd0.91%

1. Hindustan Petroleum Corporation Ltd1.08%
2. Oil & Natural Gas Corporation Ltd1.02%
3. Indian Oil Corporation Ltd1.00%
4. Reliance Industries Ltd0.97%
5. Bharat Petroleum Corporation Ltd0.90%
6. GAIL (IndiLtd0.83%

1. Power Grid Corporation of India Ltd1.20%
2. Adani Transmission Ltd1.17%
3. Adani Green Energy Ltd1.15%
4. NTPC Ltd1.02%

1. ACC Ltd1.00%
2. Ultratech Cement Ltd0.99%
3. Ambuja Cements Ltd0.92%
4. Shree Cement Ltd0.88%

1. Nestle India Ltd0.98%
2. Jubilant Foodworks Ltd0.91%
3. Britannia Industries Ltd0.91%

1. UPL Ltd0.96%
2. PI Industries Ltd0.93%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)0.94%
2. DLF Ltd0.91%

1. Apollo Hospitals Enterprise Ltd1.27%

1. Titan Company Ltd1.17%

1. Avenue Supermarts Ltd1.11%

1. Bharti Airtel Ltd1.03%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.04%

1. Siemens Ltd1.05%

1. Larsen & Toubro Ltd1.04%

1. Grasim Industries Ltd1.03%

1. Havells India Ltd1.02%

About Fund

Sundaram Smart Nifty 100 Equal Weight Fund Growth managed by Sundaram Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹38 Crore. The fund benchmarks its performance against the Nifty100 Equal Weight while maintaining an expense ratio of 0.94. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Nifty Alpha Low - Volatility 30 ETF Growth01393.65 CR0.42
This FundICICI Prudential Nifty 100 Low Volatility 30 ETF Growth03305 CR0.42
This FundSundaram Smart Nifty 100 Equal Weight Fund Growth038.41 CR0.94
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundICICI Prudential Nifty Alpha Low - Volatility 30 ETF Growth1.783854.2574
This FundICICI Prudential Nifty 100 Low Volatility 30 ETF Growth4.454254.3433
This FundSundaram Smart Nifty 100 Equal Weight Fund Growth32.558654.3814
This FundKotak Silver ETF Growth158.3661220.5055
This FundICICI Prudential Silver ETF Growth159.017221.3937

FAQs

Sundaram Smart Nifty 100 Equal Weight Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Smart Nifty 100 Equal Weight Fund Growth is 0.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Smart Nifty 100 Equal Weight Fund Growth’s fund performance is as follows:
  • 1 Month : 2.25%
  • 6 Months : 9.35%
  • 1 Year : 32.56%
  • 3 Years : 15.58%
Returns of Sundaram Smart Nifty 100 Equal Weight Fund Growth are updated daily based on NAV of ₹ 18.0285 as on Dec 31,2021. Since inception, the return has been 54.38%.

You can invest in Sundaram Smart Nifty 100 Equal Weight Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Smart Nifty 100 Equal Weight Fund Growth is ₹38 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Smart Nifty 100 Equal Weight Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500