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Sundaram

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

Index Funds / ETFsOther Rank 60 of 199

NAV · Direct-Growth

₹197.76-0.94-0.47%

As of 18 Aug 2026 · AMFI

NAV growth+8.1%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 10 of 12 years

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

1Y return

+8.1%

+1.2 vs cat

3Y CAGR

+16.4%

+3.9 vs cat

5Y CAGR

+12.9%

+3.5 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

16.4%

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 12.9% 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)

₹197.7568

Last 1Y

+8.09%

Aug 25Min ₹167.44 · Max ₹200.81 · 245 ptsAug 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-1.13%-0.47%324/ 432
1M+1.96%+1.63%146/ 430
3M+5.91%+4.31%113/ 420
6M+2.96%+1.61%156/ 402
YTD+4.10%+2.01%143/ 395
1Y+8.09%+6.87%103/ 369
2Y+2.94%+5.64%142/ 248
3Y+16.39%+12.46%60/ 199
5Y+12.93%+9.40%27/ 66
7Y+16.56%+3.28%6/ 37
10Y+12.47%+3.91%5/ 31

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.