Sundaram Nifty 100 Equal Weight Fund
Direct · Growth ₹197.76
18 Aug 2026
NAV
12.7%
3Y CAGR
12.4%
5Y CAGR
12.4%
10Y CAGR
12.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.58
Sharpe
-41.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.49%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.60 L | 15.3% | -60.0% | 94.2% |
| 3 Years | ₹36.00 L | ₹43.34 L | 12.9% | -26.2% | 34.2% |
| 5 Years | ₹60.00 L | ₹83.54 L | 12.9% | -12.8% | 28.2% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.1% | -6.3% | 22.3% |
| 10 Years | ₹1.20 Cr | ₹2.51 Cr | 13.9% | 9.1% | 17.9% |
| 12 Years | ₹1.44 Cr | ₹3.38 Cr | 13.5% | 11.4% | 15.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.3% | 14.4% | 8.9% | +0.9% |
| 3 Years | 12.9% | 11.1% | 11.6% | +1.8% |
| 5 Years | 12.9% | 10.4% | 13.3% | +2.5% |
| 7 Years | 13.1% | 10.6% | 14.8% | +2.6% |
| 10 Years | 13.9% | 11.5% | 13.8% | +2.4% |
| 12 Years | 13.5% | 11.4% | 13.2% | +2.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.5% | 10.0% | -35.9% | 99.1% | 0.40 | 1.09 | 77% | — | — |
| 3 Years | 12.7% | 12.7% | -9.7% | 31.5% | 0.95 | 2.66 | 95% | — | — |
| 5 Years | 12.4% | 12.3% | -4.5% | 29.0% | 1.02 | 3.95 | 98% | — | — |
| 10 Years | 12.4% | 12.6% | 9.7% | 14.7% | 5.58 | — | 100% | — | — |
-41.1%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-6.1%
Avg Drawdown
Calmar Ratio by Duration
0.35
1Y
0.31
3Y
0.30
5Y
0.28
7Y
0.30
10Y
0.31
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.29 | 1.03 | 107.0% | 91.9% | 8.1% | -2.9% |
| 3 Years | +8.60 | 1.04 | 107.3% | 96.9% | 16.4% | 7.8% |
| 5 Years | +5.12 | 0.99 | 99.6% | 93.1% | 12.9% | 7.8% |
| 7 Years | +5.24 | 0.91 | 95.9% | 90.5% | 16.6% | 11.8% |
| 10 Years | +1.99 | 0.93 | 96.3% | 93.9% | 12.5% | 10.8% |
| 12 Years | +1.74 | 0.94 | 97.0% | 94.9% | 11.3% | 9.8% |
| 15 Years | +1.51 | 0.95 | 97.4% | 95.4% | 11.1% | 9.7% |
100
Total Holdings
12.1%
Top 10 Weight
38
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Divis Laboratories Ltd | 1.36% |
| 2 | Eternal Ltd (Previously Zomato Ltd) | 1.24% |
| 3 | Lodha Developers Ltd | 1.24% |
| 4 | TVS Motor Company Ltd | 1.23% |
| 5 | Bajaj Auto Ltd | 1.21% |
| 6 | Bosch Ltd | 1.20% |
| 7 | LTIMindtree Ltd | 1.17% |
| 8 | HCL Technologies Ltd | 1.15% |
| 9 | Samvardhana Motherson International Ltd | 1.15% |
| 10 | Titan Company Ltd | 1.15% |