TickerKhojSundaram Mutual Fund · Index Funds · Equity Index · Regular plan
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Regular Plan - Growth
₹172.7752NAV on 30 Oct 2026Expense ratio 1.24%
3 Nov 2025NAV low 158.4 · high 189.66-2.8%
In plain words
Over 3 years it returned +13.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.4%.
On 3-year return it ranks 33 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹2,977 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.6% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | -1.3% | -3.2% |
| 1 year | -2.3% | -10.2% |
| 3 years (yearly) | +13.1% | +7.4% |
| Since start (yearly) | +10.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,325 | -2.6% |
| 3 years | ₹3,60,000 | ₹3,78,950 | +3.4% |
Other plan of this fund: Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth