Sundaram Smart Nifty 100 Equal Weight Fund-Reg (D)

Sundaram Smart Nifty 100 Equal Weight Fund-Reg (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark NIFTY 100 Equal Weighted Index
Fund Manager S Bharath
Fund Horizon OPEN
Inception Date 12-Jan-2017
Scheme AUM(CR) ` 21.61
Minimum SIP/LUMPSUM ` 250/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 1.05

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -4.84% -5.31%
3 Month -8.50% -8.98%
6 Month -2.04% -1.97%
1 Year -13.94% -15.00%
3 Year 0.00% 0.00%
5 Year 0.00% 0.00%
Since Inception 2.84% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others