Return
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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 -1.84% and a category best of 4.12%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.25 | -1.84 | 4.12 |
| 6M | 9.35 | 1.62 | 113.03 |
| 1Y | 32.56 | 5.86 | 170.32 |
| 3Y | 15.58 | 13.90 | 317.77 |
Portfolio Analysis
- Equity: 98.56%
- Debt: 1.44%
- Others
As on: 2021-11-30
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Nifty 100 Low Volatility 30 ETF Growth | 0 | 3707.23 CR | 0.42 |
| This FundHDFC Nifty100 Low Volatility 30 ETF Growth | 0 | 13.15 CR | 0.3 |
| This FundSundaram Smart Nifty 100 Equal Weight Fund Growth | 0 | 38.41 CR | 0.94 |
| This FundAditya Birla Sun Life Silver ETF Growth | 0 | 3452.56 CR | 0.35 |
| This FundHDFC Silver ETF Growth | 0 | 8421.6 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Nifty 100 Low Volatility 30 ETF Growth | 8.5054 | 53.1775 |
| This FundHDFC Nifty100 Low Volatility 30 ETF Growth | 8.6286 | 53.6426 |
| This FundSundaram Smart Nifty 100 Equal Weight Fund Growth | 32.5586 | 54.3814 |
| This FundAditya Birla Sun Life Silver ETF Growth | 169.8541 | 315.835 |
| This FundHDFC Silver ETF Growth | 167.1752 | 317.7679 |
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%
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