Sundaram Nifty 100 Equal Wgt Dir Gr
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.4%
Sharpe Ratio-0.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Shree Cement LtdCapital Goods1.05%
Jio Financial Services LtdFinancial Services1.04%
Vedanta LtdCapital Goods1.02%
Adani Power LtdUtilities1.02%
Adani Enterprises LtdEnergy & Infra1.02%
Adani Energy Solutions LtdUtilities1.02%
Torrent Pharmaceuticals LtdServices1.02%
UltraTech Cement LtdCapital Goods1.02%
Bharat Petroleum Corp LtdEnergy & Infra1.02%
Apollo Hospitals Enterprise LtdServices1.02%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.61%
Regulatory & Tax Information
INF173K01EZ4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)