Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Growth (defunct)
Sundaram Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Sundaram Smart Nifty 100 Equal Weight Direct
AUM (all plans)
—
Tracks (from name)
Sundaram Smart Nifty 100 Equal Weight Direct
CAGR (full)
30.5%
Sharpe (full)
2.02
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-33.0%
Months of data
59
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
22.1%
3.6%
2.02
9
FY23
—
—
—
0
FY24
—
—
—
0
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2017
+3.5
+2.7
+2.6
-0.1
-0.2
+5.6
-0.5
-0.9
+7.3
-1.3
+3.9
+24.7
2018
+0.1
-3.8
-4.0
+6.1
-3.0
-2.2
+4.6
+3.7
-9.8
-2.6
+2.3
+2.4
-7.1
2019
-4.7
+1.2
+7.4
-0.7
-0.0
-1.6
-6.6
-1.0
+4.3
+5.6
+0.3
-0.5
+2.7
2020
-1.3
-7.8
-22.1
+14.6
+0.4
+7.4
+4.4
+2.8
-1.7
+2.1
+12.9
+7.5
+14.7
2021
-0.6
+8.6
+1.1
+1.8
+7.6
+1.7
+1.9
+5.4
+3.2
-0.3
-3.0
+2.3
+33.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard