Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth | Pros & Cons NAV(17.8)

Sundaram Smart Nifty 100 Equal Weight Fund Regular 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

0.94

Expense Ratio

--

Exit Load

Sundaram Asset Management Company Limited

Fund House

S Bharath, Rohit Seksaria

Fund Managers

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

Pros

    Cons

    • Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth has under performed index in 2017-2020 years
    • Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth is ranking 133rd in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth 
    30.8915.18
    Nifty 100
    15.9518.9115.1911.613.7211.7

    Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth 
    5.620.85-10.34
    Nifty 100
    16.0164.11-7.0514.2746.96-0.75

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth 
    15.1722.350.4671.02-2.78
    Nifty 100
    17.6921.940.591--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    11.59
    2020-03-11 - 2020-03-18
    -16.42
    Month2020-03-23 - 2020-04-23
    21.8
    2020-02-24 - 2020-03-24
    -33.44
    Quarter2020-03-23 - 2020-07-23
    43.61
    2019-11-25 - 2020-03-25
    -33.48
    Year2020-03-23 - 2021-03-23
    96.75
    2019-04-05 - 2020-04-05
    -32.58

    Portfolio

    Stock NameSector% of Total Holdings
    Adani Transmission Ltd.Miscellaneous1.54
    JSW Steel Ltd.Metals1.42
    Tata Steel Ltd.Metals1.36
    Cadila Healthcare Ltd.Healthcare1.29
    NMDC Ltd.Energy1.29
    UPL Ltd.Chemicals1.2
    Wipro Ltd.Technology1.18
    Adani Enterprises Ltd.Miscellaneous1.18
    Bajaj Finserv Ltd.Financials1.14
    ICICI Prudential Life Insurance Company Ltd.Financials1.13
    Godrej Consumer Products Ltd.FMCG1.1
    Hindalco Industries Ltd.Metals1.1
    GAIL (India) Ltd.Energy1.1
    Asian Paints Ltd.Chemicals1.09
    Lupin Ltd.Healthcare1.08
    Hindustan Petroleum Corporation Ltd.Energy1.08
    Vedanta Ltd.Metals1.08
    Motherson Sumi Systems Ltd.Automobile and Ancillaries1.08
    Divi's Laboratories Ltd.Healthcare1.07
    Indian Oil Corporation Ltd.Energy1.06
    Dr. Reddys Laboratories Ltd.Healthcare1.06
    Cipla Ltd.Healthcare1.06
    Marico Ltd.FMCG1.06
    State Bank Of IndiaFinancials1.05
    Bajaj Auto Ltd.Automobile and Ancillaries1.05
    Punjab National BankFinancials1.05
    Pidilite Industries Ltd.Chemicals1.04
    Aurobindo Pharma Ltd.Healthcare1.04
    Siemens Ltd.Capital Goods1.02
    ICICI Bank Ltd.Financials1.02
    Sun Pharmaceutical Industries Ltd.Healthcare1.02
    Coal India Ltd.Energy1.01
    SBI Cards And Payment Services Ltd.Financials1
    Apollo Hospitals Enterprise Ltd.Healthcare0.99
    Alkem Laboratories Ltd.Healthcare0.99
    Colgate-Palmolive (India) Ltd.FMCG0.99
    Bharat Petroleum Corporation Ltd.Energy0.99
    SBI Life Insurance Company Ltd.Financials0.99
    Torrent Pharmaceuticals Ltd.Healthcare0.98
    Oil & Natural Gas Corporation Ltd.Energy0.98
    Ambuja Cements Ltd.Construction0.98
    United Spirits Ltd.FMCG0.98
    Adani Ports and Special Economic Zone Ltd.Infrastructure0.98
    Jubilant FoodWorks Ltd.FMCG0.97
    Muthoot Finance Ltd.Financials0.97
    Tata Motors Ltd.Automobile and Ancillaries0.97
    Bajaj Finance Ltd.Financials0.97
    Bosch Ltd.Automobile and Ancillaries0.97
    Petronet LNG Ltd.Energy0.96
    Avenue Supermarts Ltd.Retail and Other Services0.96
    Nestle India Ltd.FMCG0.96
    Berger Paints India Ltd.Chemicals0.96
    Bajaj Holdings & Investment Ltd.Financials0.96
    Titan Company Ltd.Retail and Other Services0.96
    Axis Bank Ltd.Financials0.95
    Tata Consumer Products Ltd.FMCG0.95
    Reliance Industries Ltd.Energy0.95
    Grasim Industries Ltd.Diversified0.94
    Abbott India Ltd.Healthcare0.94
    NTPC Ltd.Energy0.94
    ACC Ltd.Construction0.94
    Larsen & Toubro Ltd.Infrastructure0.94
    ICICI Lombard General Insurance Co Ltd.Financials0.93
    Interglobe Aviation Ltd.Travel0.93
    IndusInd Bank Ltd.Financials0.93
    HDFC Asset Management Company Ltd.Financials0.93
    Tech Mahindra Ltd.Technology0.93
    Bharti Airtel Ltd.Media and Communications0.93
    DLF Ltd.Construction0.92
    Indraprastha Gas Ltd.Energy0.92
    Adani Green Energy Ltd.Energy0.92
    Hindustan Unilever Ltd.FMCG0.92
    Power Grid Corporation Of India Ltd.Energy0.92
    Dabur India Ltd.FMCG0.92
    Eicher Motors Ltd.Automobile and Ancillaries0.91
    Housing Development Finance Corporation Ltd.Financials0.91
    Maruti Suzuki India Ltd.Automobile and Ancillaries0.91
    HDFC Bank Ltd.Financials0.91
    Infosys Ltd.Technology0.91
    United Breweries Ltd.FMCG0.91
    ITC Ltd.FMCG0.91
    Procter & Gamble Hygiene & Health Care Ltd.FMCG0.91
    Hero MotoCorp Ltd.Automobile and Ancillaries0.9
    Mahindra & Mahindra Ltd.Automobile and Ancillaries0.9
    Kotak Mahindra Bank Ltd.Financials0.9
    Tata Consultancy Services Ltd.Technology0.9
    MRF Ltd.Automobile and Ancillaries0.9
    Larsen & Toubro Infotech Ltd.Technology0.9
    Piramal Enterprises Ltd.Healthcare0.89
    Ultratech Cement Ltd.Construction0.89
    Indus Towers Ltd.Media and Communications0.88
    HDFC Life Insurance Co Ltd.Financials0.88
    Britannia Industries Ltd.FMCG0.88
    Havells India Ltd.Capital Goods0.88
    Shree Cement Ltd.Construction0.88
    Biocon Ltd.Healthcare0.86
    HCL Technologies Ltd.Technology0.86
    Info Edge (India) Ltd.Technology0.86
    Yes Bank Ltd.Financials0.83
    Bandhan Bank Ltd.Financials0.77
    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 Regular Plan Details

    Sundaram Smart Nifty 100 Equal Weight Fund Regular 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 Regular Plan Growth currently has 37 crores of assets under management (AUM) and has an expense ratio of 0.94 which is higher than what most other Large Cap funds charge.


    Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan Growth has given returns of 30.89% in the last 1 year and 15.18% in the last 3 years. And since launch the fund has given 15.56% returns.


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


    The top holdings of the fund are Adani Transmission Ltd. , JSW Steel Ltd. , Tata Steel Ltd. , Cadila Healthcare Ltd. , NMDC Ltd.

    Frquently Asked Questions

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

    The current Net Asset Value (NAV) of the Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan is 17.8

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

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

    • Mean : 5.6%
    • Max : 20.85%
    • Min : -10.34%

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

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

    Sundaram Smart Nifty 100 Equal Weight Fund Regular 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.