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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option

Sundaram · Index Funds
High
₹78.69
Current NAV
25 Jun 2026
26.7%
1Y Return
14.7%
3Y CAGR
16.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.07).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Smaller AUM (₹120 Cr) which might lead to higher tracking errors or expense adjustments.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.07
Sharpe Ratio
0.67
Beta
2.07
Alpha
1.47
Sortino
Fund Details
Fund House Sundaram
Category Index Funds
AUM ₹120 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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