Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth | Pros & Cons NAV(18.39)

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth

Fund Information

Objective

Very High Risk

Nifty 100

Benchmark

2017-01-12

Launched On

Type

--

Min SIP

100

Min Investment

37

AUM in Crores

0.47

Expense Ratio

--

Exit Load

Sundaram Asset Management Company Limited

Fund House

S Bharath, Rohit Seksaria

Fund Managers

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Pros & Cons

Pros

    Cons

    • Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth is ranking 134th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth 
    31.4915.79
    Nifty 100
    15.9518.9115.1911.613.7211.7

    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth 
    5.2523.07-11.97
    Nifty 100
    16.0164.11-7.0514.2746.96-0.75

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth 
    15.3122.030.481.02-2.1
    Nifty 100
    17.1621.620.575--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    11.6
    2020-03-11 - 2020-03-18
    -16.41
    Month2020-03-23 - 2020-04-23
    21.81
    2020-02-24 - 2020-03-24
    -33.41
    Quarter2020-03-23 - 2020-07-23
    43.8
    2019-11-25 - 2020-03-25
    -33.36
    Year2020-03-23 - 2021-03-23
    97.67
    2019-04-05 - 2020-04-05
    -32.22

    Portfolio

    Stock NameSector% of Total Holdings
    Tata MotorsAutomobile1.44
    Bank of BarodaFinancial1.24
    Jindal Steel & PowerMetals1.16
    United SpiritsFMCG1.15
    Titan CompanyConsumer Durable1.14
    L&T InfotechTechnology1.11
    Adani TransmissionEnergy1.11
    State Bank of IndiaFinancial1.11
    Hindustan Petroleum CorporationEnergy1.09
    ICICI BankFinancial1.09
    Punjab National BankFinancial1.08
    Mahindra & MahindraAutomobile1.07
    BoschAutomobile1.07
    Cholamandalam Investment & Finance CompanyFinancial1.07
    Avenue SupermartsServices1.06
    Interglobe AviationServices1.05
    SAILMetals1.05
    Indian Oil CorporationEnergy1.04
    MaricoFMCG1.04
    VedantaMetals1.04
    Power Grid CorporationEnergy1.04
    Oil & Natural Gas CorporationEnergy1.03
    SiemensEngineering1.03
    Divi's LaboratoriesHealthcare1.03
    NTPCEnergy1.03

    AUM Yearly

    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Details

    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth is a mutual fund scheme launched by Sundaram Asset Management Company Limited.This fund has been launched on 2017-01-12. Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth currently has 37 crores of assets under management (AUM) and has an expense ratio of 0.47 which is lower than what most other Large Cap funds charge.


    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth has given returns of 31.49% in the last 1 year and 15.79% in the last 3 years. And since launch the fund has given 16.49% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    The top holdings of the fund are Tata Motors , Bank of Baroda , Jindal Steel & Power , United Spirits , Titan Company

    Frquently Asked Questions

    1. What is the NAV of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan ?

    The current Net Asset Value (NAV) of the Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan is 18.39

    2. Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Rolling Returns

    The 3 year rolling returns of the Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan :

    • Mean : 5.25%
    • Max : 23.07%
    • Min : -11.97%

    3. How do I invest in Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan ?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan Growth



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.