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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)
Sundaram·
Index Fund
1Y
+4.91%
3Y
+15.09%
5Y
-
Since Inception
+12.00%
Sharpe
0.29
Sortino
0.43
Max Drawdown
-21.19%
Volatility
15.99%
Alpha
+6.36%
Beta
1.13
Info Ratio
1.13
Up / Down Capture
128 / 98
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹129 Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#138 of 356
Top 39%
3Y CAGR
#27 of 201
Top 13%
5Y CAGR
-
Sharpe
#61 of 323
Top 19%