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    HDFC NIFTY 100 Index Fund vs Sundaram Nifty 100 Equal Weight Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    HDFC NIFTY 100 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 Index Fund (Direct) returned 8.7% a year and Sundaram Nifty 100 Equal Weight Fund (Direct) returned 13.2% a year. HDFC NIFTY 100 Index Fund charges 0.36% a year and Sundaram Nifty 100 Equal Weight Fund 0.76% (Direct plans). Their portfolios overlap 62.1%: they hold 100 of the same securities.

    HDFC NIFTY 100 Index Fund

    Index

    3 year return
    8.7%
    Expense ratio
    0.36%
    NAV
    ₹14.33
    See HDFC NIFTY 100 Index Fund

    Sundaram Nifty 100 Equal Weight Fund

    Index

    3 year return
    13.2%
    Expense ratio
    0.76%
    NAV
    ₹183.14
    See Sundaram Nifty 100 Equal Weight Fund

    Which is better, HDFC NIFTY 100 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.

    • Sundaram Nifty 100 Equal Weight returned more over 3 years: 13.2% a year against 8.7%.
    • Sundaram Nifty 100 Equal Weight returned more over 1 year: −3.9% against −9.0%.
    • HDFC NIFTY 100 Index costs less: 0.36% a year against 0.76% (Direct plans).
    • HDFC NIFTY 100 Index swung less over 3 years: a standard deviation of 13.6% a year against 15.0%.
    • HDFC NIFTY 100 Index fell less in its worst fall since 23-02-2022: −17.3% against −21.2%.
    • HDFC NIFTY 100 Index is the larger fund: ₹457 Cr against ₹140 Cr.
    • Their portfolios overlap 62.1%: 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

    FactHDFC NIFTY 100 Index FundSundaram Nifty 100 Equal Weight Fund
    Fund houseHDFC Mutual FundSundaram Mutual Fund
    CategoryIndexIndex
    AUM₹457 Cr (30-09-2026)₹140 Cr (30-09-2026)
    NAV₹14.33 (Direct)₹183.14 (Direct)
    Expense ratio (Direct)0.36%0.76%
    Expense ratio (Regular)0.81%1.24%
    RiskometerVery HighVery High
    BenchmarkNifty 100 TRINIFTY 100 Equal Weighted TRI
    Launch date23-02-202202-01-2013
    Minimum investment₹100₹100
    Lock inNoneNone
    Fund managersNandita Menezes, Arun AgarwalRohit Seksaria
    Exit loadNILNil

    HDFC NIFTY 100 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.

    Fund1M3M6M1Y3Y5Y10Y
    HDFC NIFTY 100 Index Fund (Direct)+1.01%−5.39%−3.12%−9.00%+8.65%----
    Sundaram Nifty 100 Equal Weight Fund (Direct)−1.14%−6.79%−2.69%−3.86%+13.19%----

    HDFC NIFTY 100 Index vs Sundaram Nifty 100 Equal Weight: Year-wise Returns

    YearHDFC NIFTY 100 IndexHDFC NIFTY 100 IndexSundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight
    2026to date−9.57%−3.59%
    2025+9.87%+8.73%
    2024+12.39%+16.85%
    2023+20.80%+29.62%

    HDFC NIFTY 100 Index vs Sundaram Nifty 100 Equal Weight: Rolling Returns

    Every holding period of both funds, against Nifty 100 TRI, the benchmark of HDFC NIFTY 100 Index Fund

    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.

    0%5%10%15%20%25%
    Apr 2022
    to
    Apr 2025    Jul 2022
    to
    Jul 2025    Nov 2022
    to
    Nov 2025    Feb 2023
    to
    Feb 2026    Jun 2023
    to
    Jun 2026    Sept 2023
    to
    Sept 2026
    HDFC NIFTY 100 Index Fund (Direct)Sundaram Nifty 100 Equal Weight Fund (Direct)Nifty 100 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    HDFC NIFTY 100 Index0.00.015.067.317.70.00.012.8%13.0%6.7%19.0%0%
    Sundaram Nifty 100 Equal Weight0.00.00.015.572.611.90.017.1%17.0%11.6%22.5%100%
    Nifty 100 TRI0.00.011.165.123.70.00.013.2%13.5%7.1%19.6%--

    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 Nifty 100 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 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

    Step up each year
    PeriodFor

    ₹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.

    InvestmentInvestedValue nowGainReturn a year
    HDFC NIFTY 100 IndexHDFC NIFTY 100 Index Fund (Direct) ₹5,70,000 ₹6,47,968 ₹77,968 5.4%
    Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight Fund (Direct) ₹5,70,000 ₹7,10,923 ₹1,40,923 9.3%
    ₹0₹2.0 L₹4.0 L₹6.0 L₹8.0 L
    2023202420252026
    HDFC NIFTY 100 IndexHDFC NIFTY 100 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 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

    MeasureHDFC NIFTY 100 Index Fund (Direct)Sundaram Nifty 100 Equal Weight Fund (Direct)
    Return (CAGR)+8.65%+13.19%
    Standard deviation13.63%14.99%
    Sharpe ratio0.190.48
    Sortino ratio0.270.65
    Maximum drawdown−17.3% (28-02-2025)−21.2% (28-02-2025)
    Beta1.000.98
    Alpha−0.42%−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.

    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.

    −25%−20%−15%−10%−5%0%
    2023202420252026
    HDFC NIFTY 100 Index Fund (Direct)Sundaram Nifty 100 Equal Weight Fund (Direct)Nifty 100 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    HDFC NIFTY 100 Index Fund (Direct)−17.3%26-09-202428-02-2025Not yet--−10.7%
    Sundaram Nifty 100 Equal Weight Fund (Direct)−21.2%27-09-202428-02-202503-08-202617 months−8.8%
    Nifty 100 TRI−17.2%26-09-202428-02-202502-01-202610 months−10.1%

    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 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%
    2026
    HDFC NIFTY 100 Index Fund (Direct)Sundaram Nifty 100 Equal Weight Fund (Direct)Nifty 100 TRI

    Against Nifty 100 TRI

    FundUp captureDown captureTracking error
    HDFC NIFTY 100 Index Fund (Direct)99%100%0.11%
    Sundaram Nifty 100 Equal Weight Fund (Direct)111%99%4.36%

    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 Index vs Sundaram Nifty 100 Equal Weight: Portfolio Overlap

    From each fund's latest monthly portfolio: HDFC NIFTY 100 Index Fund, September 2026; Sundaram Nifty 100 Equal Weight Fund, September 2026

    Holdings in common

    Overlap
    62.1%
    Held by both
    100
    Only in HDFC NIFTY 100 Index
    0
    Only in Sundaram Nifty 100 Equal Weight
    0
    Security% of HDFC NIFTY 100 Index% of Sundaram Nifty 100 Equal Weight
    Adani Ports & Special Economic Zone1.09%1.05%
    Kotak Mahindra Bank Limited2.38%1.05%
    Axis Bank Ltd.2.73%1.02%
    Infosys Limited2.72%1.02%
    Sun Pharmaceutical Industries Ltd.1.49%1.02%
    NTPC Limited1.19%1.02%
    Bharat Electronics Ltd.1.08%1.01%
    Shriram Finance Ltd.1.07%1.01%
    Bharti Airtel Ltd.4.14%1.01%
    ICICI Bank Ltd.7.35%1.01%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 62.1% means 62.1% 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 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

    AssetHDFC NIFTY 100 IndexSundaram Nifty 100 Equal Weight
    Equity100.1%99.3%
    Debt0.0%0.0%
    Cash and others-0.1%0.7%

    Market cap of stocks

    Market capHDFC NIFTY 100 IndexSundaram Nifty 100 Equal Weight
    Large Cap98.0%93.3%
    Mid Cap2.0%6.0%
    Small Cap0.0%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

    SectorHDFC NIFTY 100 IndexSundaram Nifty 100 Equal Weight
    Banks25.1%8.9%
    Finance6.2%9.9%
    Petroleum Products7.0%3.0%
    Automobiles6.4%7.0%
    IT - Software6.7%0.0%
    Pharmaceuticals & Biotechnology4.3%6.0%
    Power3.9%6.0%
    It - Software0.0%5.9%
    Telecom - Services4.4%1.9%

    The six largest sectors of each fund's stocks, % of the fund.

    HDFC NIFTY 100 Index vs Sundaram Nifty 100 Equal Weight: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeHDFC NIFTY 100 Index FundSundaram Nifty 100 Equal Weight Fund
    Total expense ratio (Direct)0.36%0.76%
    Base expense ratio (Direct)0.25%0.49%
    Total expense ratio (Regular)0.81%1.24%
    Base expense ratio (Regular)0.64%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 Index Fund vs Sundaram Nifty 100 Equal Weight Fund: Frequently Asked Questions

    What is the difference between HDFC NIFTY 100 Index Fund and Sundaram Nifty 100 Equal Weight Fund?

    HDFC NIFTY 100 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 62.1%. HDFC NIFTY 100 Index Fund charges 0.36% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%.

    Which has given higher returns, HDFC NIFTY 100 Index Fund or Sundaram Nifty 100 Equal Weight Fund?

    Over 1 year: HDFC NIFTY 100 Index Fund −9.00%, Sundaram Nifty 100 Equal Weight Fund −3.86%. Over 3 years: HDFC NIFTY 100 Index Fund +8.65% 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 Index Fund or Sundaram Nifty 100 Equal Weight Fund?

    HDFC NIFTY 100 Index Fund charges less: 0.36% a year against 0.76%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do HDFC NIFTY 100 Index Fund and Sundaram Nifty 100 Equal Weight Fund overlap?

    62.1%. They hold 100 of the same securities, the largest shared ones being ADANIPORTS, KOTAKBANK, AXISBANK. From each fund's latest monthly portfolio.

    Which is riskier, HDFC NIFTY 100 Index Fund or Sundaram Nifty 100 Equal Weight Fund?

    On SEBI's riskometer, HDFC NIFTY 100 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 13.63% and 14.99% a year.

    Which is better for SIP, HDFC NIFTY 100 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 ₹3,71,127 in HDFC NIFTY 100 Index Fund (XIRR 0.2% 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 Index Fund and Sundaram Nifty 100 Equal Weight Fund?

    Yes. 62.1% 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 Index Fund and Sundaram Nifty 100 Equal Weight Fund?

    HDFC NIFTY 100 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.

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