FundLens
51
Index — Large CapHold

Sundaram Nifty 100 Equal Weight

Sundaram · Direct–Growth · rank #35 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
6.2%
+8.9% vs index
3 Years
15.7%
+7.7% vs index
5 Years
13.5%
+3.4% vs index
Since launch
12.2%

Year-by-year performance

last entry = YTD
2018
-7.1%
2019
+2.7%
2020
+14.7%
2021
+33.2%

Why this score

Sundaram Nifty 100 Equal Weight scores 51/100 — #35 of 81 Index — Large Cap fund (Hold). It stands out for 3y return and 5y return — beating 72% of peers on 3y return. The main drag is its volatility (better than only 1% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Volatility20.22 · 1st percentile in category
3Y return15.73% · 72nd percentile in category
Expense ratio0.80% · 2nd percentile in category
5Y return13.53% · 68th percentile in category
Sharpe ratio0.48 · 71st percentile in category
Alpha-3.04 · 20th percentile in category

Other Index — Large Cap funds