Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund Other Index Funds
Expense Ratio
0.61%
AUM
₹59.65 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-37.49%
Poor
6 Months
+2.22%
Poor
1 Year
+7.49%
Below Average
3 Years
+16.72%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹59.65 Cr
Recent Trend
Growing
Stability Score
19.3
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+16.69%
3Y
3Y CAGR
+74.10%
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.60%
Annualized standard deviation
Sharpe Ratio
0.442
Poor - Risk-adjusted return
Max Drawdown
-21.20%
High - Worst decline
Consistency
60.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.92%
Average daily price movement
Annualized Volatility
14.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance