Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal

Index Funds / ETFsOther Rank 329 of 343

NAV · Regular-Growth

—-0.15-0.36%

As of — · AMFI

NAV growth+3.1%

Nov ’18Nov ’19

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

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

1Y return

-14.1%

-15.0 vs cat

3Y CAGR

+1.9%

-8.6 vs cat

5Y CAGR

+1.8%

-6.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.4%

3Y std dev

Go deeper on Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal

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

Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal is a Index Funds / ETFs scheme from Sundaram. Long-run track record: about 1.8% CAGR over 5 years. Worst historical drawdown: -70% in Mar 2009, recovered in 70 months.

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

NAV history

Showing Regular · Growth · INF173K01AH0

NAV (Direct-Growth)

₹41.8000

Last 1Y

+3.13%

Nov 18Min ₹37.04 · Max ₹43.42 · 244 ptsNov 19

Drawdown stories

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

Mar 2009

-69.5%

Peak ₹34.40 on 8 Jan 2008 → trough ₹10.49 on 9 Mar 2009 (14 months down).

Recovered in 70 months· 24 Nov 2014

Sept 2001

-51.0%

Peak ₹13.40 on 11 Feb 2000 → trough ₹6.57 on 21 Sept 2001 (20 months down).

Recovered in 27 months· 16 Dec 2003

May 2004

-47.5%

Peak ₹15.29 on 14 Jan 2004 → trough ₹8.02 on 17 May 2004 (4 months down).

Recovered in 19 months· 28 Nov 2005

Jun 2006

-29.1%

Peak ₹21.13 on 10 May 2006 → trough ₹14.98 on 14 Jun 2006 (1 months down).

Recovered in 5 months· 2 Nov 2006

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.

Period	Returns	Category avg	Rank
1W	+0.07%	+0.43%	563/ 742
1M	-4.80%	-3.67%	525/ 736
3M	-5.17%	-3.13%	465/ 709
6M	-0.72%	+5.02%	587/ 680
YTD	-9.53%	-2.86%	487/ 640
1Y	-14.14%	+0.88%	583/ 605
2Y	-11.99%	+2.31%	429/ 446
3Y	+1.93%	+10.55%	329/ 343
5Y	+1.77%	+7.89%	143/ 151
7Y	+8.94%	+9.02%	84/ 99
10Y	+7.28%	+7.51%	58/ 69

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