Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option

  • Scheme Category:  
  • Other Scheme >  
  • Index Funds
NAV: ₹ 197.7568 ↓ -0.47%
[as on 18 August, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option and its peers as on 18 August, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option 3.72% -0.47% -1.13% 1.96% 5.91% 8.09% 16.39%---
SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH -6.92% -0.55% -1.29% -0.56% 2.79% -2.09% 8.73% 8.84% 12.71% 11.7%
SBI Nifty Next 50 Index Fund - Direct Plan - Growth 7.25% -0.22% -0.42% 3.68% 8.65% 10.92% 19.94% 13.79%--
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth 3.75% 0.01% 0.11% 0.51% 1.57% 6.01% 7.28%---
SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth 3.14% -0.02% -0% 0.38% 2.41% 5.88% 7.84%---
SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth 3.65% -0.06% -0.04% 0.38% 3.81% 6.18% 8.01%---

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns------ 1.25% 29.5% 16.98% 8.76%

Discrete returns (monthly)

MonthOct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026
Returns 2.59% 0.06% 0.13% -3.62% 0.61% -11.68% 10.22% 0.23% 1.6% 2.58%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
99.05% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 0.95%

Equity

NameSymbol / ISINSectorWeight %
Lodha Developers LtdLODHA (INE670K01029)Realty1.28%
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles1.21%
HCL Technologies LtdHCLTECH (INE860A01027)It - Software1.18%
Divis Laboratories LtdDIVISLAB (INE361B01024)Pharmaceuticals & Biotechnology1.15%
Bajaj Auto LtdBAJAJ-AUTO (INE917I01010)Automobiles1.14%
Eternal Ltd (Previously Zomato Ltd)ETERNAL (INE758T01015)Retailing1.13%
Bajaj Finance LtdBAJFINANCE (INE296A01032)Finance1.12%
LTIMindtree LtdLTM (INE214T01019)It - Software1.11%
Bajaj Finserv LtdBAJAJFINSV (INE918I01026)Finance1.10%
Torrent Pharmaceuticals LtdTORNTPHARM (INE685A01028)Pharmaceuticals & Biotechnology1.10%
Titan Company LtdTITAN (INE280A01028)Consumer Durables1.09%
Tata Consultancy Services LtdTCS (INE467B01029)It - Software1.09%
Tech Mahindra LtdTECHM (INE669C01036)It - Software1.09%
Hyundai Motor India LtdHYUNDAI (INE0V6F01027)Automobiles1.08%
United Spirits LtdUNITDSPR (INE854D01024)Beverages1.08%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles1.08%
Adani Energy Solutions LtdADANIENSOL (INE931S01010)Power1.07%
Nestle India LtdNESTLEIND (INE239A01024)Food Products1.05%
Infosys LtdINFY (INE009A01021)It - Software1.04%
Jio Financial Services LtdJIOFIN (INE758E01017)Finance1.03%
Bajaj Holdings & Investment LtdBAJAJHLDNG (INE118A01012)Finance1.03%
Maruti Suzuki India LtdMARUTI (INE585B01010)Automobiles1.03%
Hindustan Aeronautics LtdHAL (INE066F01020)Aerospace & Defense1.03%
SBI Life Insurance Company LtdSBILIFE (INE123W01016)Insurance1.03%
DLF LtdDLF (INE271C01023)Realty1.03%
Sun Pharmaceutical Industries LtdSUNPHARMA (INE044A01036)Pharmaceuticals & Biotechnology1.03%
Siemens LtdSIEMENS (INE003A01024)Electrical Equipment1.02%
TATA Motors LtdTMCV (INE1TAE01010)Agricultural, Commercial & Construction Vehicles1.02%
Wipro LtdWIPRO (INE075A01022)It - Software1.02%
Punjab National BankPNB (INE160A01022)Banks1.02%
Bharti Airtel LtdBHARTIARTL (INE397D01024)Telecom - Services1.02%
Godrej Consumer Products LtdGODREJCP (INE102D01028)Personal Products1.01%
Apollo Hospitals Enterprise LtdAPOLLOHOSP (INE437A01024)Healthcare Services1.01%
Samvardhana Motherson International LtdMOTHERSON (INE775A01035)Auto Components1.01%
ABB India LtdABB (INE117A01022)Electrical Equipment1.01%
ICICI Bank LtdICICIBANK (INE090A01021)Banks1.01%
Solar Industries India LtdSOLARINDS (INE343H01029)Chemicals & Petrochemicals1.01%
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products1.01%
GAIL (India) LtdGAIL (INE129A01019)Gas1.01%
Eicher Motors LtdEICHERMOT (INE066A01021)Automobiles1.00%
JSW Steel LtdJSWSTEEL (INE019A01038)Ferrous Metals1.00%
Tata Capital LtdTATACAP (INE976I01016)Finance1.00%
Cholamandalam Investment and Finance Company LtdCHOLAFIN (INE121A01024)Finance1.00%
Shriram Finance LtdSHRIRAMFIN (INE721A01047)Finance1.00%
Asian Paints LtdASIANPAINT (INE021A01026)Consumer Durables0.99%
Zydus Lifesciences LtdZYDUSLIFE (INE010B01027)Pharmaceuticals & Biotechnology0.99%
REC LtdRECLTD (INE020B01018)Finance0.99%
Pidilite Industries LtdPIDILITIND (INE318A01026)Chemicals & Petrochemicals0.99%
Cipla LtdCIPLA (INE059A01026)Pharmaceuticals & Biotechnology0.99%
Britannia Industries LtdBRITANNIA (INE216A01030)Food Products0.99%
Oil & Natural Gas Corporation LtdONGC (INE213A01029)Oil0.98%
The Indian Hotels Company LtdINDHOTEL (INE053A01029)Leisure Services0.98%
Max Healthcare Institute LtdMAXHEALTH (INE027H01010)Healthcare Services0.98%
Bosch LtdBOSCHLTD (INE323A01026)Auto Components0.98%
Bharat Petroleum Corporation LtdBPCL (INE029A01011)Petroleum Products0.98%
Jindal Steel & Power LtdJINDALSTEL (INE749A01030)Ferrous Metals0.98%
Ambuja Cements LtdAMBUJACEM (INE079A01024)Cement & Cement Products0.98%
Muthoot Finance LtdMUTHOOTFIN (INE414G01012)Finance0.98%
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals0.97%
Shree Cement LtdSHREECEM (INE070A01015)Cement & Cement Products0.97%
Hindalco Industries LtdHINDALCO (INE038A01020)Non - Ferrous Metals0.96%
Hindustan Zinc LtdHINDZINC (INE267A01025)Non - Ferrous Metals0.96%
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products0.96%
Cummins India LtdCUMMINSIND (INE298A01020)Industrial Products0.96%
HDFC Asset Management Company LtdHDFCAMC (INE127D01025)Capital Markets0.96%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services0.96%
Grasim Industries LtdGRASIM (INE047A01021)Cement & Cement Products0.96%
State Bank of IndiaSBIN (INE062A01020)Banks0.96%
TATA Consumer Products LtdTATACONSUM (INE192A01025)Agricultural Food & Other Products0.95%
Power Grid Corporation of India LtdPOWERGRID (INE752E01010)Power0.95%
Union Bank of IndiaUNIONBANK (INE692A01016)Banks0.95%
Adani EnterprisesADANIENT (INE423A01024)Metals & Minerals Trading0.94%
Tata Motors Passenger Vehicles LtdTMPV (INE155A01022)Automobiles0.94%
Power Finance Corporation LtdPFC (INE134E01011)Finance0.94%
NTPC LTDNTPC (INE733E01010)Power0.94%
TATA Power Company LtdTATAPOWER (INE245A01021)Power0.94%
Hindustan UniLever LtdHINDUNILVR (INE030A01027)Diversified Fmcg0.94%
ITC LtdITC (INE154A01025)Diversified Fmcg0.94%
Indian Railway Finance Corporation LtdIRFC (INE053F01010)Finance0.93%
Kotak Mahindra Bank LtdKOTAKBANK (INE237A01036)Banks0.93%
Canara BankCANBK (INE476A01022)Banks0.93%
Indian Oil Corporation LtdIOC (INE242A01010)Petroleum Products0.93%
Mazagon Dock Shipbuilders LimitedMAZDOCK (INE249Z01020)Industrial Manufacturing0.92%
Vedanta LtdVEDL (INE205A01025)Diversified Metals0.91%
HDFC Bank LtdHDFCBANK (INE040A01034)Banks0.91%
Larsen & Toubro LtdLT (INE018A01030)Construction0.91%
Coal India LtdCOALINDIA (INE522F01014)Consumable Fuels0.91%
Bharat Electronics LtdBEL (INE263A01024)Aerospace & Defense0.91%
CG Power and Industrial Solutions LtdCGPOWER (INE067A01029)Electrical Equipment0.90%
Adani Ports and Special Economic Zone LtdADANIPORTS (INE742F01042)Transport Infrastructure0.90%
HDFC Life Insurance Company LtdHDFCLIFE (INE795G01014)Insurance0.90%
Trent LtdTRENT (INE849A01020)Retailing0.90%
Adani Power LtdADANIPOWER (INE814H01029)Power0.89%
Adani Green Energy LtdADANIGREEN (INE364U01010)Power0.88%
Avenue Supermarts LtdDMART (INE192R01011)Retailing0.87%
Axis Bank LtdAXISBANK (INE238A01034)Banks0.86%
Varun Beverages LtdVBL (INE200M01039)Beverages0.85%
Bank of BarodaBANKBARODA (INE028A01039)Banks0.84%
Siemens Energy India LimitedENRIN (INE1NPP01017)Electrical Equipment0.84%
Dr. Reddys Laboratories LtdDRREDDY (INE089A01031)Pharmaceuticals & Biotechnology0.83%

Debt

NameRatingWeight %
Portfolio data is as on date 31 July, 2026

NAV history

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option - 30 days NAV (Net asset value) history

DateNAV% change
18 August, 2026197.7568 -0.47%
17 August, 2026198.6930 -0.22%
14 August, 2026199.1377 -0.37%
13 August, 2026199.8761 0.02%
12 August, 2026199.8286 -0.09%
11 August, 2026200.0135 -0.28%
10 August, 2026200.5783 0.07%
7 August, 2026200.4437 0.08%
6 August, 2026200.2885 -0.14%
5 August, 2026200.5726 0.33%
4 August, 2026199.9130 -0.44%
3 August, 2026200.8063 1.44%
31 July, 2026197.9558 0.75%
30 July, 2026196.4798 0.09%
29 July, 2026196.3041 0.84%
28 July, 2026194.6613 -0.14%
27 July, 2026194.9398 1.15%
24 July, 2026192.7220 -0.21%
23 July, 2026193.1299 -0.53%
22 July, 2026194.1525 -0.66%
21 July, 2026195.4519 0.23%
20 July, 2026194.9967 0.53%
17 July, 2026193.9612 0.34%
16 July, 2026193.3069 -0.15%
15 July, 2026193.5959 0.3%
14 July, 2026193.0264 -0.62%
13 July, 2026194.2315 -0.13%
10 July, 2026194.4878 1.17%
9 July, 2026192.2312 0.59%
8 July, 2026191.1014

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option?
    The latest NAV of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option is 197.7568 as on 18 August, 2026.
  • What are YTD (year to date) returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option?
    The YTD (year to date) returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option are 3.72% as on 18 August, 2026.
  • What are 1 year returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option?
    The 1 year returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option are 8.09% as on 18 August, 2026.
  • What are 3 year CAGR returns of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option?
    The 3 year annualized returns (CAGR) of Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option are 16.39% as on 18 August, 2026.