OtherIndex FundsDirect · Growth
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
Sundaram · Scheme 149483
₹199.91▼ 0.44%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
16.3%
Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.67% |
| 3 Months | +5.36% |
| 6 Months | +5.95% |
| 1 Year | +10.66% |
| 3 Years (CAGR) | +16.30% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +12.97% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns85
Consistency100
Risk-adjusted30
Downside protection79
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +16.3%
- ✓ 3Y CAGR vs category: +8.1% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Volatility: 15% annualised
What to watch
- • Sharpe ratio: 0.47
- • Sortino ratio: 0.59
Risk metrics
Sharpe ratio
0.47
Sortino ratio
0.59
Volatility
15.01%
Max drawdown
-21.19%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.