Sundaram Nifty 100 Equal Weight Fund Direct Growth
Scheme code: INF173K01EZ4
NAV value:
₹ 173.7529
NAV date: 19 March, 2026
TER: 0.49%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: Index Funds
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -35.93 | 99.13 | 10.28 | 14.79 | 9.23 |
| 3 year | -9.71 | 31.49 | 12.29 | 12.55 | 15.72 |
| 5 year | -4.50 | 29.03 | 11.94 | 12.33 | 15.28 |
| 7 year | 2.85 | 16.27 | 11.21 | 11.41 | 12.94 |
| 10 year | 9.68 | 14.71 | 12.46 | 12.34 | 13.12 |
| 12 year | 12.06 | 14.41 | 13.15 | 13.12 | 13.61 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,71,760 - Absolute Returns: ₹71,760 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,59,330 - Absolute Returns: ₹7,59,330 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,83,498 - Absolute Returns: ₹23,83,498 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,34,20,501 - Absolute Returns: ₹50,20,501 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,50,17,022 - Absolute Returns: ₹1,30,17,022 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,41,38,093 - Absolute Returns: ₹1,97,38,093 - CAGR: %Drawdown Metrics
Max Drawdown
-41.12 %
Drawdown Duration
19 months
Recovery Time
8 months
Avg Drawdown
-6.19 %
Calmar Ratio by Duration
1
Y
0.3597
3
Y
0.3052
5
Y
0.2999
7
Y
0.2775
10
Y
0.3001
12
Y
0.3191
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 5.45 | 1.03 | 106.1 | 98.8 | 9.38 % | 4.00 % |
| 3 years | 6.78 | 1.02 | 105.3 | 96.6 | 18.18 % | 11.28 % |
| 5 years | 3.93 | 0.97 | 97.5 | 92.3 | 13.28 % | 9.44 % |
| 7 years | 2.81 | 0.91 | 95.3 | 92.2 | 13.18 % | 10.74 % |
| 10 years | 1.23 | 0.93 | 96.0 | 94.5 | 12.88 % | 12.06 % |
| 12 years | 0.93 | 0.93 | 96.0 | 94.5 | 10.67 % | 10.00 % |
| 15 years | 0.63 | 0.93 | 96.0 | 94.5 | 8.45 % | 7.92 % |