Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Mutual Fund · Other Scheme - Index Funds · As of 18 Oct 2026, 6:03 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
35/ 100
Weak
Weighted across five categories. Every point is explained below.
✗ Well behind the Nifty 50 over 3Y — 2.2% against 5.7%, which an index fund would have delivered at a fraction of the cost
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹75.61
As of
16 Oct 2026
Fund History Available
4.8 yrs
1Y Return (CAGR)
-15.5%
Negative
3Y Return (CAGR)
2.2%
5Y Return (CAGR)
2.5%
Annualized Volatility
17.4%
Moderate
Sharpe Ratio (est.)
-0.18
Weak risk-adj. return
Max Drawdown
-27.1%
Severe historical drop
Category
Other Scheme - Index Funds
Fund House
Sundaram Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹6,34,011
Estimated Gain
₹34,011
Risk Flags
Estimated Sharpe ratio (-0.18) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
This fund has seen a peak-to-trough drawdown of -27.1% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
