Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 52.25 | 2.41 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 44.11 | 0.78 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty100 Equal Weight - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Nifty 100 Equal Weight Fund(IDCW) | 37.09% | 12.15% | 12.61% |
UTI Nifty 50 Index Fund(IDCW) | 28.43% | 12.87% | 13.84% |
ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 28.36% | 12.84% | 14.76% |
SBI Nifty Index Fund(IDCW-Payout) | 28.44% | 12.87% | 13.64% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
1.23 %
Holdings
1.18 %
Holdings
1.16 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 67,256.23 Cr.
Rohit Seksaria
AUM: ₹15,784.05 Cr.
|
Exp: —
Ashish Aggarwal
AUM: ₹1,082.35 Cr.
|
Exp: 12yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category