Aeterna Wealth
Index Fund · Regular plan · Growth

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) (Regular)

Sundaram Mutual Fund · benchmark NIFTY100 Equal Weight TRI · 4.8 years old · AMFI code 149481

B
Track-record rating: 3 of 3 in Index: NIFTY100 EQUAL WEIGHT

B (middle of the peer group), score 41.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%2.3%-0.3%3 / 3
1 year1.9%2.5%-0.6%2 / 3
3 years (a year)14.3%15.6%-1.3%2 / 2
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-0.65%
Tracking error, 1Y0.36%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) (Regular plan)?

₹182.97 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) (Regular)?

1.21% a year; the Direct plan's is 0.67%.

What return has Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) given over 3 years?

14.3% a year (Regular plan) over the 3 years to 5 Nov 2026, against 15.6% for the NIFTY100 Equal Weight total-return index.

How is Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) rated?

B: 3 of 3 Regular plans in Index: NIFTY100 EQUAL WEIGHT, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.