FundLens
51
Index — Large CapHold

Sundaram Nifty 100 Equal Weight

Sundaram · Direct–Growth · rank #35 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
6.5%
+9.0% vs index
3 Years
14.9%
+6.9% vs index
5 Years
11.5%
+3.8% vs index
Since launch
12.0%

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 82 Index — Large Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 73% 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 return14.87% · 73rd percentile in category
Expense ratio0.74% · 3rd percentile in category
Sharpe ratio0.48 · 78th percentile in category
Alpha-3.04 · 9th percentile in category
5Y return11.51% · 66th percentile in category

Other Index — Large Cap funds