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Sundaram Smart NIFTY 100 Eq Weight Fund

Growth
EquityIndex Funds - Others
Small-size FundAssets Under Mgmt: ₹ 38 Cr
Very High RiskPrinciple investment will be at very high risk
18.430.27 (+1.51%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityIndex Funds - Others
Small-size FundAssets Under Mgmt: ₹ 38 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.47
No LabelNo Label
43.18
No LabelNo Label
1.73
No LabelNo Label
0.47
No LabelNo Label
41.33
No LabelNo Label
1.05

About Index Funds - Others

Index funds - other 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

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
0.00%
Nil
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 100 Equal Weight Index - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 7.11yrs

 | 

#Funds: 18

Exp:

 | 

#Funds: 25

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AMC profile

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

    50

  • Total AUM

    ₹ 34,420.13 Cr.