FundLens
52
Index — Large CapHold

Sundaram Nifty 100 Equal Weight

Sundaram · Direct–Growth · rank #34 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
1.6%
+8.9% vs index
3 Years
13.2%
+7.1% vs index
5 Years
10.7%
+3.9% vs index
Since launch
11.8%

Year-by-year performance

last entry = YTD
2018
-7.1%
2019
+2.7%
2020
+14.7%
2021
+33.2%

Why this score

Sundaram Nifty 100 Equal Weight scores 52/100 — #34 of 82 Index — Large Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 73% of peers on 3y return. The main drag is its volatility (better than only 1% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Volatility20.22 · 1st percentile in category
3Y return13.20% · 73rd percentile in category
Expense ratio0.75% · 6th percentile in category
Sharpe ratio0.48 · 80th percentile in category
5Y return10.73% · 66th percentile in category
Alpha-3.04 · 11th percentile in category

Other Index — Large Cap funds