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

Index Funds / ETFsOther Rank 196 of 199

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

-6.9%

-13.8 vs cat

3Y CAGR

+5.1%

-7.4 vs cat

5Y CAGR

+4.5%

-4.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.8%

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 4.5% 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	-1.14%	-0.47%	328/ 432
1M	+1.91%	+1.63%	149/ 430
3M	+5.78%	+4.31%	116/ 420
6M	-4.54%	+1.61%	325/ 402
YTD	-3.56%	+2.01%	317/ 395
1Y	-6.88%	+6.87%	355/ 369
2Y	-8.18%	+5.64%	242/ 248
3Y	+5.11%	+12.46%	196/ 199
5Y	+4.51%	+9.40%	63/ 66
7Y	+10.21%	+3.28%	29/ 37
10Y	+8.01%	+3.91%	24/ 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.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray