Sundaram Nifty 100 Equal Weight Fund
Direct · Growth ₹186.21
02 Nov 2026
NAV
12.8%
3Y CAGR
12.3%
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.
5.67
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 | ₹12.58 L | 15.1% | -60.0% | 94.2% |
| 3 Years | ₹36.00 L | ₹43.25 L | 12.7% | -26.2% | 34.2% |
| 5 Years | ₹60.00 L | ₹83.30 L | 12.9% | -12.8% | 28.2% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.2% | -6.3% | 22.3% |
| 10 Years | ₹1.20 Cr | ₹2.49 Cr | 13.8% | 9.1% | 17.9% |
| 12 Years | ₹1.44 Cr | ₹3.36 Cr | 13.4% | 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 | 15.1% | 14.3% | 5.6% | +0.8% |
| 3 Years | 12.7% | 11.0% | 11.9% | +1.7% |
| 5 Years | 12.9% | 10.4% | 14.0% | +2.5% |
| 7 Years | 13.2% | 10.6% | 13.7% | +2.6% |
| 10 Years | 13.8% | 11.4% | 13.5% | +2.4% |
| 12 Years | 13.4% | 11.3% | 12.8% | +2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.3% | 9.6% | -35.9% | 99.1% | 0.39 | 1.07 | 77% | — | — |
| 3 Years | 12.8% | 12.8% | -9.7% | 31.5% | 0.96 | 2.70 | 95% | — | — |
| 5 Years | 12.3% | 12.2% | -4.5% | 29.0% | 1.02 | 3.97 | 98% | — | — |
| 10 Years | 12.4% | 12.5% | 9.7% | 14.7% | 5.67 | — | 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
0.29
7Y
0.30
10Y
0.30
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.34 | 1.02 | 104.5% | 94.4% | -3.9% | -10.9% |
| 3 Years | +6.79 | 1.03 | 105.2% | 97.1% | 13.2% | 6.4% |
| 5 Years | +4.41 | 0.98 | 99.2% | 93.7% | 9.6% | 5.2% |
| 7 Years | +4.10 | 0.91 | 94.9% | 90.3% | 13.8% | 10.0% |
| 10 Years | +1.61 | 0.93 | 96.0% | 94.0% | 11.7% | 10.3% |
| 12 Years | +1.40 | 0.94 | 96.7% | 94.9% | 10.3% | 9.0% |
| 15 Years | +1.27 | 0.95 | 97.2% | 95.5% | 10.5% | 9.4% |
99
Total Holdings
10.3%
Top 10 Weight
37
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Dr. Reddys Laboratories Ltd | 1.07% |
| 2 | Kotak Mahindra Bank Ltd | 1.05% |
| 3 | Adani Ports and Special Economic Zone Ltd | 1.05% |
| 4 | Adani Enterprises | 1.03% |
| 5 | Indian Railway Finance Corporation Ltd | 1.03% |
| 6 | Axis Bank Ltd | 1.02% |
| 7 | Infosys Ltd | 1.02% |
| 8 | BSE Ltd | 1.02% |
| 9 | HDFC Life Insurance Company Ltd | 1.02% |
| 10 | Sun Pharmaceutical Industries Ltd | 1.02% |