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
₹197.76▼ 0.47%NAV · 2026-09-18
Strong FundScore
AUM
₹147 cr
Expense ratio
0.75%
3Y CAGR
16.4%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Rajat JainExit load: Nil
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 16.4% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +16.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.45) — took on risk without enough payoff.
- •1Y return: +8.1%
- •Sharpe ratio: 0.45
FundScore breakdown
74/100 · Strong
Returns
Strong
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.