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Sundaram

Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund)

Index Funds / ETFsOther Rank 99 of 343

NAV · Direct-Growth

₹183.92+0.73+0.40%

As of 5 Oct 2026 · AMFI

NAV growth-1.3%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Index Funds / ETFs category on 3Y & 5Y but trails on 1Y.

1Y return

-0.8%

-1.6 vs cat

3Y CAGR

+12.8%

+2.3 vs cat

5Y CAGR

+9.5%

+2.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.9%

3Y std dev

Go deeper on Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) is a Index Funds / ETFs scheme from Sundaram. Long-run track record: about 9.5% CAGR over 5 years. Worst historical drawdown: -41% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01EZ4

NAV (Direct-Growth)

₹183.9240

Last 1Y

-1.26%

Oct 25Min ₹167.44 · Max ₹200.81 · 244 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-41.1%

Peak ₹80.06 on 31 Aug 2018 → trough ₹47.14 on 23 Mar 2020 (19 months down).

Recovered in 8 months· 1 Dec 2020

Feb 2016

-22.0%

Peak ₹62.41 on 3 Mar 2015 → trough ₹48.68 on 25 Feb 2016 (12 months down).

Recovered in 6 months· 6 Sept 2016

Feb 2025

-21.2%

Peak ₹198.36 on 27 Sept 2024 → trough ₹156.32 on 28 Feb 2025 (5 months down).

Recovered in 17 months· 3 Aug 2026

Jun 2022

-18.5%

Peak ₹120.62 on 18 Oct 2021 → trough ₹98.30 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 7 Jun 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-1.61%-0.82%610/ 742
1M-5.64%-4.38%533/ 736
3M-5.54%-3.50%480/ 709
6M+7.65%+5.43%195/ 680
YTD-3.18%-3.58%325/ 640
1Y-0.78%+0.86%314/ 605
2Y-1.78%+1.97%240/ 446
3Y+12.77%+10.44%99/ 343
5Y+9.53%+7.54%49/ 151
7Y+15.08%+8.88%21/ 99
10Y+11.57%+7.38%13/ 69

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.