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Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth
₹183.1442NAV on 30 Oct 2026Expense ratio 0.76%
29 Oct 2025NAV low 167.44 · high 200.81-4.2%
In plain words
Over 3 years it returned +13.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.2%.
On 3-year return it ranks 33 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹3,119 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 | -1.1% | +1.9% |
| 3 months | -6.8% | -5.1% |
| 6 months | -2.7% | -3.2% |
| 1 year | -3.9% | -10.2% |
| 3 years (yearly) | +13.2% | +7.4% |
| Since start (yearly) | +10.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,307 | -5.0% |
| 3 years | ₹3,60,000 | ₹3,80,296 | +3.4% |
Other plan of this fund: Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Regular Plan - Growth