MF Gyan
indexVery high risk10 years oldAccelerating recently (last 6m ≈ 20% p.a.)

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Sundaram Mutual Fund. It's been running since 13 Jan 2017.

Latest price per unit
₹16.5703
▲ 1.27% today
As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.24 L
▲ ₹23.8k gain · 23.8% / year
Invested 3 years ago
₹1.46 L
▲ ₹45.8k gain · 13.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.49 L
Gain / loss+₹68.5k
XIRR (annualised)22.11%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.57 L
Projected gain*+₹76.9k
*at this fund's historical rate of 22.11% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Other Scheme - Index Funds

Same plan
1-year return
23.82%median 5.83% (+17.99%)
Rank #15 of 501Beats 97% of peers
3-year return
13.39%median 7.64% (+5.76%)
Rank #61 of 501Beats 78% of peers
Bumpiness (3Y)
20.90%median 13.31% (+7.59%)
Rank #468 of 501Less risky than 6% of peers
Worst-ever drop
-43.13%median -17.31% (-25.82%)
Rank #14 of 501Less risky than 97% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 5 years were positive.

+28%
2017
-11%
2018
+3%
2019
+15%
2020
+23%
2021
Best year
2017 · 27.98%
Worst year
2018 · -10.66%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
20.9%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-43.13%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) against other index funds.

Technical details (for the pros)
CAGR — 1 year23.82%
CAGR — 3 years13.39%
CAGR — 5 years—
CAGR — since launch10.74%
Volatility — 1 year (annualised)17.21%
Volatility — 3 years (annualised)20.90%
Max drawdown — 1 year-10.47%
Max drawdown — 3 years-37.52%
Sharpe ratio — 1 year (rf=6%)0.92
Sharpe ratio — 3 years (rf=6%)0.33

Fund info

Fund house
Sundaram Mutual Fund
Category
Other Scheme - Index Funds
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
140448
First price on record
13 Jan 2017 · 1,223 daily prices

About Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Other Scheme - Index Funds offered by Sundaram Mutual Fund under the Direct plan with the IDCW option. It has approximately 10 years of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

The current NAV of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹16.5703 (as of 31 Dec 2021). Historically, it has delivered 23.80% over the last year, 13.39% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 20.9% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 43.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) ?+

The latest NAV of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹16.5703 as of 31 Dec 2021, up 1.27% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) ?+

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) has delivered 1-year return 23.80%, 3-year CAGR 13.39%, since-inception CAGR 10.74%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) belong to?+

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

How risky is Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) ?+

Based on its 3-year annualised volatility of 20.9%, Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) a direct plan?+

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) ?+

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) has NAV history available from 13 Jan 2017 — approximately 10 years of track record and 1,223 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.