Can I invest in SIP and Lumpsum in Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Nifty 100 Equal Weight Fund - Dir (G). Minimum lumpsum investment Sundaram Nifty 100 Equal Weight Fund - Dir (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Sundaram Nifty 100 Equal Weight Fund - Dir (G) is Sundaram Nifty 100 Equal Weight Fund - Dir (G) is ₹173.22 as on 2025-05-07.

Which are the biggest stock holdings of Sundaram Nifty 100 Equal Weight Fund - Dir (G)?

The 5 biggest stock holdings of Sundaram Nifty 100 Equal Weight Fund - Dir (G) are: Adani Energy Sol (1.05%), Bajaj Housing (1.03%), IndusInd Bank (1.03%), Siemens (1.03%), United Spirits (1.03%)

What are the top sectors Sundaram Nifty 100 Equal Weight Fund - Dir (G) invests in?

A majority of Sundaram Nifty 100 Equal Weight Fund - Dir (G) 's AUM worth ₹98.89 (Cr) is invested in these 3 top sectors: Finance : 9.85% Banks : 9.01% Automobiles : 7.85%

Mutual Funds
AMC
Sundaram Nifty 100 Equal Weight Fund - Dir (G)

Sundaram Nifty 100 Equal Weight Fund - Dir (G)

Index Fund

Invest Now

NAV
173.22(0.32%)
Fund Size (CR)
₹98.89
Expense Ratio
0.52
Scheme Type
Passive Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
12.37%

Absolute Return: 1.82%

Annualized Return: 0%

Basic Details

Scheme Manager

Rohit Seksaria

Bench Mark

Nifty 100 Equal Weighted TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	29 April 2025	9907.04	-0.93%	-	-0.64%	750/1089
1 Month	4 April 2025	10445.06	4.45%	-	3.89%	488/1084
3 Month	6 February 2025	10155.96	1.56%	-	1.04%	618/1012
6 Month	6 November 2024	9408.84	-5.91%	-	-2.10%	631/922
1 Year	6 May 2024	10259.95	2.60%	2.60%	6.49%	598/764
3 Year	6 May 2022	16026.82	60.27%	17.01%	14.46%	70/318
5 Year	6 May 2020	30161.05	201.61%	24.69%	22.42%	10/120
Since Inception	2 January 2013	42223.05	322.23%	12.37%	7.61%	304/1089

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 June 2024	1,20,000	116921.14	-2.57%	-2.57%
3 Year	1 June 2022	3,60,000	452661.89	25.74%	7.93%
5 Year	1 June 2020	6,00,000	911395.43	51.90%	8.72%
10 Year	1 June 2015	12,00,000	2506398.51	108.87%	7.64%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.71%

Standard Deviation

0.98%

Beta

0.59%

Sharpe Ratio

-0.00%

Treynor's Ratio

-0.40%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Adani Energy Sol	1.05%	11868	1.03	Equity	Power Generation & Distribution
Bajaj Housing	1.03%	82892	1.02	Equity	Finance
IndusInd Bank	1.03%	15666	1.02	Equity	Banks
Siemens	1.03%	1929	1.02	Equity	Capital Goods - Electrical Equipment
United Spirits	1.03%	7261	1.02	Equity	Alcoholic Beverages
Varun Beverages	1.03%	18825	1.02	Equity	FMCG
Ambuja Cements	1.03%	18859	1.02	Equity	Cement
Bajaj Finserv	1.03%	5052	1.01	Equity	Finance
Bosch	1.02%	357	1.01	Equity	Auto Ancillaries
Bank of Baroda	1.02%	44165	1.01	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Nifty 100 Equal Weight Fund - Dir (G)	98.89	4.45%	1.56%	-5.91%	2.60%	17.01%
Tata Nifty Financial Services Index Fund-Dir (G)	90.02	4.67%	9.58%	6.84%	19.43%	-
Tata Nifty Financial Services Index Fund-Dir (IDCW)	90.02	4.67%	9.58%	6.84%	19.43%	-
Tata Nifty Financial Services Index Fund-Dir (IDCW) RI	90.02	4.67%	9.58%	6.84%	19.43%	-
Tata Nifty MidSmall Healthcare Index Fund-Dir (G)	133.47	2.60%	-2.46%	-6.21%	18.43%	-
Tata Nifty MidSmall Healthcare Index Fund-Dir (IDCW)	133.47	2.60%	-2.46%	-6.21%	18.43%	-

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Aggressive Hybrid Fund	Hybrid	High	9.93%	3	₹5,618.99
Sundaram Liquid Fund	Debt	Moderate	7.42%	4	₹5,707.54
Sundaram Low Duration Fund	Debt	Moderate	8.54%	5	₹338.18
Sundaram Equity Savings Fund	Hybrid	Moderate	10.3%	0	₹976.11
Sundaram Dividend Yield Fund	Equity	Very High	4.33%	0	₹862.57
Sundaram Multi Cap Fund	Equity	Very High	6.9%	2	₹2,615.39
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	2.6%	4	₹98.89
Sundaram Focused Fund	Equity	Very High	5.12%	3	₹1,043.92
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	7.9%	5	₹2,225.22
Sundaram Balanced Advantage Fund	Hybrid	High	9.68%	4	₹1,490.89
Sundaram Short Duration Fund	Debt	Moderate	9.82%	4	₹211.40
Sundaram ELSS Tax Saver Fund	Equity	Very High	7.42%	3	₹1,288.19
Sundaram Medium Duration Fund	Debt	Moderate	8.85%	1	₹42.08
Sundaram Large and Mid Cap Fund	Equity	Very High	6.94%	2	₹6,380.97
Sundaram Corporate Bond Fund	Debt	Moderately Low	9.73%	3	₹762.73
Sundaram Banking & PSU Fund	Debt	Moderately Low	9.58%	3	₹466.03
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	6.18%	0	₹110.90
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	9.8%	3	₹27.07
Sundaram Small Cap Fund	Equity	Very High	1.27%	2	₹2,955.26
Sundaram Mid Cap Fund	Equity	Very High	9.17%	3	₹11,332.71
Sundaram Infrastructure Advantage Fund	Equity	Very High	1.64%	2	₹882.01
Sundaram Fin Serv Opportunities	Equity	Very High	10.46%	4	₹1,415.22
Sundaram Consumption Fund	Equity	Very High	14.67%	2	₹1,445.25
Sundaram Diversified Equity	Equity	Very High	7.97%	0	₹1,427.77
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	7.95%	0	₹12.29
Sundaram Arbitrage Fund	Hybrid	Moderately Low	7.89%	2	₹289.87
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	-1.85%	0	₹67.63
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	-1.62%	0	₹32.10
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	-0.36%	0	₹27.20
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	-0.87%	0	₹32.63
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	-0.93%	0	₹30.07
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	-0.45%	0	₹19.67
Sundaram Services Fund	Equity	Very High	16.98%	0	₹3,745.64
Sundaram Money Market Fund	Debt	Low	8.05%	2	₹1,174.24
Sundaram Overnight Fund	Debt	Low	6.57%	3	₹584.65
Sundaram Large Cap Fund	Equity	Very High	7.07%	3	₹3,297.44
Sundaram Flexi Cap Fund	Equity	Very High	10.36%	0	₹1,956.65
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	14.35%	0	₹2,484.29
Sundaram Business Cycle Fund	Equity	Very High	0%	0	₹1,604.63

News

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - IDCW Option: 0.114
Sundaram Diversified Equity Fund - Direct Plan - IDCW Option: 0.138
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289
Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹98.89

Sundaram Nifty 100 Equal Weight Fund - Dir (G) is an Index Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by Rohit Seksaria. With assets under management (AUM) worth ₹98.89 (Cr), as of 7 May 2025, Sundaram Nifty 100 Equal Weight Fund - Dir (G) is categorized as a Index Fund within its segment. The fund has generated a return of 12.37% since its launch.
The current NAV of Sundaram Nifty 100 Equal Weight Fund - Dir (G) is ₹173.22, as on 7 May 2025. The fund's benchmark index is Nifty 100 Equal Weighted TRI. You can invest in Sundaram Nifty 100 Equal Weight Fund - Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 17.01% and 24.69% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.09% in Equity, 1.73% in Debt and -0.82% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.85% in Finance, 9.01% in Banks, 7.85% in Automobiles, 7.00% in Power, 5.87% in Pharmaceuticals & Biotech

FAQs

How to Invest in Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth?

Sundaram Nifty 100 Equal Weight Fund - Dir (G) is a popular fund in the Index Fund segment. The fund has generated a return of 12.37% since inception. Looking to invest in Sundaram Nifty 100 Equal Weight Fund - Dir (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Nifty 100 Equal Weight Fund - Dir (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Nifty 100 Equal Weight Fund - Dir (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Nifty 100 Equal Weight Fund - Dir (G) today and reap the benefits of this Index Fund fund!

How much returns has Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Nifty 100 Equal Weight Fund - Dir (G) has generated annualised return of 2.60%. In the long-term, the fund has generated 17.01% and 24.69% in 3 and 5 years respectively. Since its inception, the fund has generated 12.37% returns.

What is the expense ratio of Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth?

The expense ratio of Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth is 0.52%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Nifty 100 Equal Weight Fund - Dir (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Nifty 100 Equal Weight Fund - Dir (G) is ₹98.89 (Cr) as of 2025-05-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Nifty 100 Equal Weight Fund - Dir (G) Direct Growth?

Redeeming or selling units of Sundaram Nifty 100 Equal Weight Fund - Dir (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Nifty 100 Equal Weight Fund - Dir (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Nifty 100 Equal Weight Fund - Dir (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).