Sundaram Smart Nifty 100 Equal Weight Fund - Direct Plan - Growth

Sundaram Smart Nifty 100 Equal Weight Fund - Direct Plan - Growth of Sundaram Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.5

Age

NA Years

Fund Manager

S Bharath

AuM (Rs Crores)

19.1499

Asset Class

Large-Cap

Net Asset Value:

11.5962

Rating

2

Benchmark

NIFTY 100 Equal Weighted Index

Fund Type

Large Cap

SEBI Category

Index Fund

Turnover Ratio(Monthly)

48.00%

Fund Manager Details:

S Bharath A Management Grduate & Cost Accountant, He has experience over 8 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 24.

Objective:

To invest in companies which are constituents of Nifty 1 Equal weighted index in the same proportion as in the index and endeavour to generate returns that are commensurate with the performance of the underlying index, subject to 2% tracking error.

Top Holdings:

  • Finance (1.11)
  • Banks (9.8)
  • FMCG (8.3)
  • Pharmaceuticals (7.4)
  • Automobile (6.4)
  • IT - Software (6.16)
  • Cement (4.23)
  • Capital Goods - Electrical Equipment (4.21)
  • Refineries (3.52)
  • Steel (2.99)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition