HDFC NIFTY 100 Equal Weight Index Fund vs Sundaram Nifty 100 Equal Weight Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC NIFTY 100 Equal Weight Index Fund is an Index fund and Sundaram Nifty 100 Equal Weight Fund is an Index fund. In the 3 years to 30-10-2026, HDFC NIFTY 100 Equal Weight Index Fund (Direct) returned 13.3% a year and Sundaram Nifty 100 Equal Weight Fund (Direct) returned 13.2% a year. HDFC NIFTY 100 Equal Weight Index Fund charges 0.57% a year and Sundaram Nifty 100 Equal Weight Fund 0.76% (Direct plans). Their portfolios overlap 99.0%: they hold 100 of the same securities.
HDFC NIFTY 100 Equal Weight Index Fund
Index
- 3 year return
- 13.3%
- Expense ratio
- 0.57%
- NAV
- ₹16.52
Sundaram Nifty 100 Equal Weight Fund
Index
- 3 year return
- 13.2%
- Expense ratio
- 0.76%
- NAV
- ₹183.14
Which is better, HDFC NIFTY 100 Equal Weight Index or Sundaram Nifty 100 Equal Weight? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- HDFC NIFTY 100 Equal Weight Index returned more over 3 years: 13.3% a year against 13.2%.
- Sundaram Nifty 100 Equal Weight returned more over 1 year: −3.9% against −4.3%.
- HDFC NIFTY 100 Equal Weight Index costs less: 0.57% a year against 0.76% (Direct plans).
- Sundaram Nifty 100 Equal Weight swung less over 3 years: a standard deviation of 15.0% a year against 15.3%.
- Sundaram Nifty 100 Equal Weight fell less in its worst fall since 23-02-2022: −21.2% against −21.6%.
- HDFC NIFTY 100 Equal Weight Index is the larger fund: ₹517 Cr against ₹140 Cr.
- Their portfolios overlap 99.0%: 100 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | HDFC NIFTY 100 Equal Weight Index Fund | Sundaram Nifty 100 Equal Weight Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | Sundaram Mutual Fund |
| Category | Index | Index |
| AUM | ₹517 Cr (30-09-2026) | ₹140 Cr (30-09-2026) |
| NAV | ₹16.52 (Direct) | ₹183.14 (Direct) |
| Expense ratio (Direct) | 0.57% | 0.76% |
| Expense ratio (Regular) | 1.03% | 1.24% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 100 Equal Weighted TRI | NIFTY 100 Equal Weighted TRI |
| Launch date | 23-02-2022 | 02-01-2013 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Nandita Menezes, Arun Agarwal | Rohit Seksaria |
| Exit load | NIL | Nil |
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| HDFC NIFTY 100 Equal Weight Index Fund (Direct) | −1.07% | −6.84% | −2.88% | −4.26% | +13.25% | -- | -- |
| Sundaram Nifty 100 Equal Weight Fund (Direct) | −1.14% | −6.79% | −2.69% | −3.86% | +13.19% | -- | -- |
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Year-wise Returns
| Year | HDFC NIFTY 100 Equal Weight IndexHDFC NIFTY 100 Equal Weight Index | Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight | Nifty100 Equal Weight TRI |
|---|---|---|---|
| 2026to date | −3.91% | −3.59% | −3.53% |
| 2025 | +8.89% | +8.73% | +9.40% |
| 2024 | +16.75% | +16.85% | +17.54% |
| 2023 | +29.88% | +29.62% | +30.68% |
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Rolling Returns
Every holding period of both funds, against Nifty100 Equal Weight TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 413 of them, one for each trading day from 24-02-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
HDFC NIFTY 100 Equal Weight Index Fund (Direct)
Sundaram Nifty 100 Equal Weight Fund (Direct)
Nifty100 Equal Weight TRI
to
Apr 2025Jul 2022
to
Jul 2025Nov 2022
to
Nov 2025Feb 2023
to
Feb 2026Jun 2023
to
Jun 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC NIFTY 100 Equal Weight Index | 0.0 | 0.0 | 0.0 | 15.5 | 71.9 | 12.6 | 0.0 | 17.2% | 17.1% | 11.4% | 22.5% | 0% |
| Sundaram Nifty 100 Equal Weight | 0.0 | 0.0 | 0.0 | 15.5 | 72.6 | 11.9 | 0.0 | 17.1% | 17.0% | 11.6% | 22.5% | 0% |
| Nifty100 Equal Weight TRI | 0.0 | 0.0 | 0.0 | 14.0 | 68.0 | 17.9 | 0.0 | 17.9% | 17.8% | 12.1% | 23.3% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty100 Equal Weight TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 23-02-2022. Past returns do not promise future returns.
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 23-02-2022 to 30-10-2026: 57 instalments, ₹5,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| HDFC NIFTY 100 Equal Weight IndexHDFC NIFTY 100 Equal Weight Index Fund (Direct) | ₹5,70,000 | ₹7,10,873 | ₹1,40,873 | 9.3% |
| Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight Fund (Direct) | ₹5,70,000 | ₹7,10,923 | ₹1,40,923 | 9.3% |
HDFC NIFTY 100 Equal Weight IndexHDFC NIFTY 100 Equal Weight Index Fund (Direct)
Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | HDFC NIFTY 100 Equal Weight Index Fund (Direct) | Sundaram Nifty 100 Equal Weight Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.26% | −3.86% |
| Standard deviation | 15.26% | 15.05% |
| Sharpe ratio | -0.62 | -0.61 |
| Sortino ratio | -0.83 | -0.80 |
| Maximum drawdown | −13.6% (31-03-2026) | −13.2% (31-03-2026) |
| Beta | 1.00 | 0.98 |
| Alpha | −0.47% | −0.19% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | HDFC NIFTY 100 Equal Weight Index Fund (Direct) | Sundaram Nifty 100 Equal Weight Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.25% | +13.19% |
| Standard deviation | 15.28% | 14.99% |
| Sharpe ratio | 0.47 | 0.48 |
| Sortino ratio | 0.64 | 0.65 |
| Maximum drawdown | −21.6% (28-02-2025) | −21.2% (28-02-2025) |
| Beta | 1.00 | 0.98 |
| Alpha | −0.61% | −0.53% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | HDFC NIFTY 100 Equal Weight Index Fund (Direct) | Sundaram Nifty 100 Equal Weight Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.35% | +10.27% |
| Standard deviation | 14.83% | 14.71% |
| Sharpe ratio | 0.36 | 0.30 |
| Sortino ratio | 0.49 | 0.40 |
| Maximum drawdown | −21.6% (28-02-2025) | −21.2% (28-02-2025) |
| Beta | 0.99 | 0.98 |
| Alpha | −0.61% | −0.46% |
From daily NAVs, 23-02-2022 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
HDFC NIFTY 100 Equal Weight Index Fund (Direct)
Sundaram Nifty 100 Equal Weight Fund (Direct)
Nifty100 Equal Weight TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| HDFC NIFTY 100 Equal Weight Index Fund (Direct) | −21.6% | 27-09-2024 | 28-02-2025 | 03-08-2026 | 17 months | −8.9% |
| Sundaram Nifty 100 Equal Weight Fund (Direct) | −21.2% | 27-09-2024 | 28-02-2025 | 03-08-2026 | 17 months | −8.8% |
| Nifty100 Equal Weight TRI | −21.5% | 27-09-2024 | 28-02-2025 | 31-07-2026 | 17 months | −8.8% |
From daily values since 23-02-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
HDFC NIFTY 100 Equal Weight Index Fund (Direct)
Sundaram Nifty 100 Equal Weight Fund (Direct)
Nifty100 Equal Weight TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
HDFC NIFTY 100 Equal Weight Index Fund (Direct)
Sundaram Nifty 100 Equal Weight Fund (Direct)
Nifty100 Equal Weight TRI
Against Nifty100 Equal Weight TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| HDFC NIFTY 100 Equal Weight Index Fund (Direct) | 98% | 100% | 0.18% |
| Sundaram Nifty 100 Equal Weight Fund (Direct) | 97% | 99% | 0.53% |
From month-end values since 23-02-2022. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC NIFTY 100 Equal Weight Index Fund, September 2026; Sundaram Nifty 100 Equal Weight Fund, September 2026
Holdings in common
- Overlap
- 99.0%
- Held by both
- 100
- Only in HDFC NIFTY 100 Equal Weight Index
- 0
- Only in Sundaram Nifty 100 Equal Weight
- 0
| Security | % of HDFC NIFTY 100 Equal Weight Index | % of Sundaram Nifty 100 Equal Weight |
|---|---|---|
| Dr Reddys Laboratories Ltd. | 1.05% | 1.07% |
| Kotak Mahindra Bank Limited | 1.06% | 1.05% |
| Adani Ports & Special Economic Zone | 1.03% | 1.05% |
| Axis Bank Ltd. | 1.03% | 1.02% |
| ADANI ENTERPRISES LIMTIED | 1.02% | 1.03% |
| Indian Railways Finance Corp. Ltd. | 1.02% | 1.03% |
| Infosys Limited | 1.02% | 1.02% |
| InterGlobe Aviation Ltd. | 1.03% | 1.02% |
| Varun Beverages Ltd | 1.02% | 1.01% |
| Coal India Ltd. | 1.02% | 1.01% |
| JSW Steel Ltd. | 1.01% | 1.01% |
| Shriram Finance Ltd. | 1.01% | 1.01% |
| NTPC Limited | 1.01% | 1.02% |
| Bharat Electronics Ltd. | 1.01% | 1.01% |
| Sun Pharmaceutical Industries Ltd. | 1.01% | 1.02% |
| HDFC Life Insurance Company Limited | 1.01% | 1.02% |
| Bharti Airtel Ltd. | 1.01% | 1.01% |
| ICICI Bank Ltd. | 1.02% | 1.01% |
| Maruti Suzuki India Limited | 1.02% | 1.01% |
| TVS Motor Company Ltd. | 1.01% | 1.01% |
| Adani Power (Mundra) Limited | 1.03% | 1.01% |
| Asian Paints Limited | 1.01% | 1.01% |
| Tata Steel Ltd. | 1.01% | 1.01% |
| Hitachi Energy India Ltd. | 1.01% | 1.00% |
| GAIL (India) Ltd. | 1.01% | 1.00% |
| Britannia Industries Ltd. | 1.00% | 1.01% |
| The Tata Power Company Ltd. | 1.00% | 1.00% |
| ITC LIMITED | 1.00% | 1.00% |
| SBI Life Insurance Company Ltd. | 1.00% | 1.01% |
| Bajaj Finserv Ltd. | 1.00% | 1.00% |
| Vedanta Ltd. | 1.00% | 1.00% |
| Jindal Steel Limited. | 1.00% | 1.00% |
| DLF LIMITED | 1.01% | 1.00% |
| State Bank of India | 1.00% | 1.00% |
| UltraTech Cement Limited | 1.01% | 1.00% |
| Bajaj Holdings & Investment Ltd | 1.01% | 1.00% |
| Cholamandalam Investment & Finance Co. Ltd. | 1.00% | 1.00% |
| Adani Green Energy Limited | 1.01% | 1.00% |
| Tata Motors Passenger Vehicles Limited | 1.00% | 1.00% |
| Eicher Motors Ltd. | 1.00% | 0.99% |
| Trent Ltd. | 1.01% | 0.99% |
| Avenue Supermarts Ltd. | 1.02% | 0.99% |
| Indian Oil Corporation Ltd. | 1.02% | 0.99% |
| Mahindra & Mahindra Ltd. | 1.00% | 0.99% |
| Tata Capital Ltd. | 0.99% | 1.00% |
| Power Grid Corporation of India Ltd. | 0.99% | 0.99% |
| Zydus Lifesciences Limited | 0.99% | 0.99% |
| Hindalco Industries Ltd. | 0.99% | 1.00% |
| HDFC Bank Ltd. | 0.99% | 1.00% |
| Godrej Consumer Products Ltd. | 0.99% | 0.99% |
| Bombay Stock Exchange Limited (BSE) | 0.99% | 1.02% |
| Vedanta Aluminium Metal Limited | 0.99% | 1.00% |
| Nestle India Ltd. | 0.99% | 0.99% |
| Tata Consumer Products Limited | 0.99% | 0.99% |
| Bajaj Finance Ltd. | 0.99% | 0.99% |
| Bajaj Auto Limited | 0.99% | 0.99% |
| Divis Laboratories Ltd. | 0.99% | 0.99% |
| Cipla Ltd. | 0.99% | 0.99% |
| Samvardhana Motherson International Ltd. | 1.01% | 0.99% |
| Bharat Petroleum Corporation Ltd. | 1.01% | 0.99% |
| Adani Energy Solutions Limited | 1.01% | 0.99% |
| Larsen and Toubro Ltd. | 0.99% | 0.99% |
| Torrent Pharmaceuticals Ltd. | 0.99% | 0.99% |
| Tata Consultancy Services Ltd. | 1.01% | 0.98% |
| Bosch Limited | 1.00% | 0.98% |
| Hindustan Unilever Ltd. | 0.99% | 0.98% |
| Tech Mahindra Ltd. | 1.01% | 0.98% |
| Reliance Industries Ltd. | 0.99% | 0.98% |
| HCL Technologies Ltd. | 1.00% | 0.98% |
| Punjab National Bank | 0.99% | 0.98% |
| Grasim Industries Ltd. | 0.98% | 0.98% |
| Eternal Limited | 0.98% | 0.99% |
| Hyundai Motor India Limited | 0.98% | 1.00% |
| Cummins India Ltd. | 0.99% | 0.98% |
| LTM Limited | 1.02% | 0.98% |
| Muthoot Finance Ltd. | 0.99% | 0.98% |
| Ambuja Cements Ltd. | 1.00% | 0.98% |
| Bank of Baroda | 1.00% | 0.98% |
| Oil & Natural Gas Corporation Ltd. | 0.98% | 0.98% |
| Polycab India Limited | 0.98% | 0.97% |
| Hindustan Aeronautics Limited | 1.00% | 0.97% |
| Power Finance Corporation Ltd. | 0.99% | 0.97% |
| Tata Motors Limited | 0.98% | 0.97% |
| Hindustan Zinc Ltd. | 0.99% | 0.97% |
| Jio Financial Services Limited | 0.98% | 0.97% |
| CG Power and Industrial Solutions Ltd. | 0.99% | 0.97% |
| Pidilite Industries Ltd. | 0.99% | 0.97% |
| Solar Industries India Ltd. | 1.02% | 0.97% |
| Mazagon Dock Shipbuilders Ltd | 0.98% | 0.97% |
| Wipro Ltd. | 0.99% | 0.97% |
| Canara Bank | 0.98% | 0.97% |
| Siemens Ltd. | 0.99% | 0.97% |
| HDFC Asset Management Company Ltd. | 0.98% | 0.96% |
| Titan Company Ltd. | 0.96% | 0.96% |
| Siemens Energy India Limited | 0.99% | 0.96% |
| ABB India Ltd. | 0.98% | 0.95% |
| Union Bank of India | 0.97% | 0.94% |
| Apollo Hospitals Enterprise Ltd. | 0.94% | 0.97% |
| Max Healthcare Institute Limited | 0.94% | 0.98% |
| VODAFONE IDEA LIMITED | 0.93% | 0.94% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.0% means 99.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in HDFC NIFTY 100 Equal Weight Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Sundaram Nifty 100 Equal Weight Fund
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HDFC NIFTY 100 Equal Weight Index | Sundaram Nifty 100 Equal Weight |
|---|---|---|
| Equity | 99.9% | 99.3% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.1% | 0.7% |
Market cap of stocks
| Market cap | HDFC NIFTY 100 Equal Weight Index | Sundaram Nifty 100 Equal Weight |
|---|---|---|
| Large Cap | 94.0% | 93.3% |
| Mid Cap | 6.0% | 6.0% |
| Small Cap | 0.0% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | HDFC NIFTY 100 Equal Weight Index | Sundaram Nifty 100 Equal Weight |
|---|---|---|
| Finance | 10.0% | 9.9% |
| Banks | 9.0% | 8.9% |
| Automobiles | 7.0% | 7.0% |
| Power | 6.0% | 6.0% |
| IT - Software | 6.0% | 0.0% |
| Pharmaceuticals & Biotechnology | 6.0% | 6.0% |
| It - Software | 0.0% | 5.9% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC NIFTY 100 Equal Weight Index vs Sundaram Nifty 100 Equal Weight: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC NIFTY 100 Equal Weight Index Fund | Sundaram Nifty 100 Equal Weight Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.57% | 0.76% |
| Base expense ratio (Direct) | 0.36% | 0.49% |
| Total expense ratio (Regular) | 1.03% | 1.24% |
| Base expense ratio (Regular) | 0.75% | 0.90% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
HDFC NIFTY 100 Equal Weight Index Fund vs Sundaram Nifty 100 Equal Weight Fund: Frequently Asked Questions
What is the difference between HDFC NIFTY 100 Equal Weight Index Fund and Sundaram Nifty 100 Equal Weight Fund?
HDFC NIFTY 100 Equal Weight Index Fund is an Index fund, Sundaram Nifty 100 Equal Weight Fund is an Index fund, run by HDFC Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 99.0%. HDFC NIFTY 100 Equal Weight Index Fund charges 0.57% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%.
Which has given higher returns, HDFC NIFTY 100 Equal Weight Index Fund or Sundaram Nifty 100 Equal Weight Fund?
Over 1 year: HDFC NIFTY 100 Equal Weight Index Fund −4.26%, Sundaram Nifty 100 Equal Weight Fund −3.86%. Over 3 years: HDFC NIFTY 100 Equal Weight Index Fund +13.25% a year, Sundaram Nifty 100 Equal Weight Fund +13.19% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, HDFC NIFTY 100 Equal Weight Index Fund or Sundaram Nifty 100 Equal Weight Fund?
HDFC NIFTY 100 Equal Weight Index Fund charges less: 0.57% a year against 0.76%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC NIFTY 100 Equal Weight Index Fund and Sundaram Nifty 100 Equal Weight Fund overlap?
99.0%. They hold 100 of the same securities, the largest shared ones being DRREDDY, KOTAKBANK, ADANIPORTS. From each fund's latest monthly portfolio.
Which is riskier, HDFC NIFTY 100 Equal Weight Index Fund or Sundaram Nifty 100 Equal Weight Fund?
On SEBI's riskometer, HDFC NIFTY 100 Equal Weight Index Fund is rated Very High and Sundaram Nifty 100 Equal Weight Fund Very High. Over 3 years, the standard deviation of daily returns was 15.28% and 14.99% a year.
Which is better for SIP, HDFC NIFTY 100 Equal Weight Index Fund or Sundaram Nifty 100 Equal Weight Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,89,325 in HDFC NIFTY 100 Equal Weight Index Fund (XIRR 3.3% a year) and ₹3,89,975 in Sundaram Nifty 100 Equal Weight Fund (XIRR 3.4% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both HDFC NIFTY 100 Equal Weight Index Fund and Sundaram Nifty 100 Equal Weight Fund?
Yes. 99.0% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages HDFC NIFTY 100 Equal Weight Index Fund and Sundaram Nifty 100 Equal Weight Fund?
HDFC NIFTY 100 Equal Weight Index Fund: Nandita Menezes, Arun Agarwal. Sundaram Nifty 100 Equal Weight Fund: Rohit Seksaria.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.