Reliabull Wealth Managers Pvt. Ltd.

Sundaram Nifty 100 Equal Weight Fund(G)

As on Apr-16-2024 change fund

156.76

-0.32 (-0.20%)

fund objective

To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	50.84	89.83	107.98	103.19	155.88
Net Assets(Rs Crores) (as on 31-Mar-2024)	12.33	23.38	54.54	52.45	72.32
Scheme Returns(%)(Absolute)	-30.25	81.53	18.41	-5.74	50.38
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	32/33	4/41	19/71	58/87	43/120

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	15.10	4.42	15.32	9.00
2022-2023	-9.86	12.51	1.22	-6.92
2021-2022	11.33	10.54	-1.18	-1.16
2020-2021	24.07	5.71	23.93	8.70
2019-2020	-2.03	-3.57	5.50	-29.78

Top 10 holdings

company	(%)
Siemens Ltd.	1.03
Interglobe Aviation Ltd.	1.03
Info Edge (India) Ltd.	1.03
ABB India Ltd.	1.03
Avenue Supermarts Ltd.	1.02
Cholamandalam Investment and F...	1.02
Bajaj Finance Ltd.	1.02
Adani Ports and Special Econom...	1.01
TVS Motor Company Ltd.	1.01
Hindustan Aeronautics Ltd.	1.01

Top 10 sectors

sectors	(%)
Finance - NBFC	5.87
Power Generation/Distribution	5.81
Pharmaceuticals & Drugs	5.78
IT - Software	5.72
Insurance	4.89
Bank - Private	4.85
Automobile Two & Three Wheelers	3.92
Bank - Public	3.89
Household & Personal Products	3.88
Consumer Food	3.87

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go

1M
3M
6M
1Y
3Y
5Y
10Y
maximum

performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Nifty 100 Equal Weight Fund(G)(Adjusted)	Large-Growth	27-Jul-1999	72.32	47.77	19.89	16.20	12.78	11.65
Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G)	Mid-Growth	06-Sep-2019	1,404.15	55.97	26.26	NA	NA	28.43
Nippon India Nifty Midcap 150 Index Fund-Reg(G)	Mid-Growth	19-Feb-2021	1,162.94	55.98	26.25	NA	NA	25.86
UTI Nifty200 Momentum 30 Index Fund-Reg(G)	Mid-Growth	10-Mar-2021	4,848.58	67.07	25.22	NA	NA	27.05
Axis Nifty 100 Index Fund-Reg(G)	Mid-Growth	18-Oct-2019	1,309.87	29.82	15.77	NA	NA	15.79
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Reg(G)	Mid-Growth	30-Nov-2022	215.78	68.57	NA	NA	NA	39.60
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G)	Mid-Growth	20-Oct-2022	215.84	68.01	NA	NA	NA	36.46
SBI Nifty Smallcap 250 Index Fund-Reg(G)	Mid-Growth	03-Oct-2022	603.69	65.82	NA	NA	NA	37.99
HDFC NIFTY50 Equal Weight Index Fund-Reg(G)	Mid-Growth	20-Aug-2021	1,088.63	37.89	NA	NA	NA	17.54
Aditya Birla SL Nifty 50 Equal Weight Index Fund-Reg(G)	Mid-Growth	08-Jun-2021	259.59	37.53	NA	NA	NA	16.99
Bandhan Nifty100 Low Volatility 30 Index Fund-Reg(G)	Mid-Growth	06-Oct-2022	494.55	32.86	NA	NA	NA	22.21
DSP Nifty Midcap 150 Quality 50 Index Fund-Reg(G)	Mid-Growth	04-Aug-2022	209.97	30.77	NA	NA	NA	13.30
ICICI Pru Nifty Bank Index Fund-Reg(G)	Mid-Blend	02-Mar-2022	360.41	12.54	NA	NA	NA	14.28
Navi Nifty Bank Index Fund-Reg(G)	Mid-Blend	04-Feb-2022	507.16	12.36	NA	NA	NA	9.19
Kotak Nifty 200 Momentum 30 Index Fund-Reg(G)	Mid-Growth	15-Jun-2023	114.01	NA	NA	NA	NA	45.86
Groww Nifty Total Market Index Fund-Reg(G)	Mid-Growth	23-Oct-2023	113.05	NA	NA	NA	NA	20.43

Attention InvestorsKYC

Mobile No : +91 99674 32226
Tel : 22702326
Email id : assist@reliabullwealth.com

OUR OFFICE

ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

Informations :

Useful Links :

For all the Latest Market News, Investment Ideas.

GET OTP

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by ●●● Accord Fintech Pvt. Ltd.

ReliaBull

Mutual Fund Research