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    Kotak Nifty 100 Equal Weight ETF vs Sundaram Nifty 100 Equal Weight Fund

    Direct Plan where a fund has one, Growth option · Data as on 30-10-2026

    Kotak Nifty 100 Equal Weight ETF is an ETF fund and Sundaram Nifty 100 Equal Weight Fund is an Index fund. In the year to 30-10-2026, Kotak Nifty 100 Equal Weight ETF returned −3.9% and Sundaram Nifty 100 Equal Weight Fund (Direct) returned −3.9%. Kotak Nifty 100 Equal Weight ETF charges 0.36% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%. Their portfolios overlap 99.0%: they hold 100 of the same securities.

    Kotak Nifty 100 Equal Weight ETF

    ETF

    1 year return
    −3.9%
    Expense ratio
    0.36%
    NAV
    ₹32.90
    See Kotak Nifty 100 Equal Weight ETF

    Sundaram Nifty 100 Equal Weight Fund

    Index

    1 year return
    −3.9%
    Expense ratio
    0.76%
    NAV
    ₹183.14
    See Sundaram Nifty 100 Equal Weight Fund

    Which is better, Kotak Nifty 100 Equal Weight ETF 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 1 year: −3.9% against −3.9%.
    • Kotak Nifty 100 Equal Weight ETF costs less: 0.36% a year against 0.76%.
    • Sundaram Nifty 100 Equal Weight fell less in its worst fall since 28-02-2025: −13.2% against −13.5%.
    • Sundaram Nifty 100 Equal Weight is the larger fund: ₹140 Cr against ₹39 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

    FactKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund
    Fund houseKotak Mahindra Mutual FundSundaram Mutual Fund
    CategoryETFIndex
    AUM₹39 Cr (30-09-2026)₹140 Cr (30-09-2026)
    NAV₹32.90₹183.14 (Direct)
    Expense ratio (Direct)Not available0.76%
    Expense ratio (Regular)Not available1.24%
    RiskometerVery HighVery High
    BenchmarkNIFTY 100 Equal Weighted TRINIFTY 100 Equal Weighted TRI
    Launch date24-02-202502-01-2013
    Minimum investmentOngoing purchases directly from the Mutual Fund would be restricted to Market Makers and Large Investors (subject to transactions greater than INR 25 crores or such other amount as may be specified by SEBI from time to time) provided the value of units to₹100
    Lock inNoneNone
    Fund managersSatish Dondapati, Abhishek Bisen, Jeetu Valechha SonarRohit Seksaria
    Exit loadNILNil

    Kotak Nifty 100 Equal Weight ETF 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
    Kotak Nifty 100 Equal Weight ETF−0.97%−6.71%−2.68%−3.92%------
    Sundaram Nifty 100 Equal Weight Fund (Direct)−1.14%−6.79%−2.69%−3.86%+13.19%----

    Kotak Nifty 100 Equal Weight ETF vs Sundaram Nifty 100 Equal Weight: Year-wise Returns

    YearKotak Nifty 100 Equal Weight ETFKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal WeightNifty100 Equal Weight TRI
    2026to date−3.59%−3.59%−3.53%
    2025--+8.73%+9.40%
    2024--+16.85%+17.54%
    2023--+29.62%+30.68%

    Kotak Nifty 100 Equal Weight ETF 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 1-year holding period, 163 of them, one for each trading day from 02-03-2026 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.

    −10%−5%0%5%10%15%20%25%
    Mar 2025
    to
    Mar 2026    May 2025
    to
    May 2026    Jun 2025
    to
    Jun 2026    Jul 2025
    to
    Jul 2026    Sept 2025
    to
    Sept 2026    Oct 2025
    to
    Oct 2026
    Kotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund (Direct)Nifty100 Equal Weight TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Kotak Nifty 100 Equal Weight ETF12.323.342.320.21.80.00.05.9%6.1%−5.9%20.0%1%
    Sundaram Nifty 100 Equal Weight12.325.242.318.41.80.00.05.8%5.9%−5.9%19.6%1%
    Nifty100 Equal Weight TRI12.319.644.821.51.20.60.06.2%6.4%−5.8%20.5%--

    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 28-02-2025. Past returns do not promise future returns.

    Kotak Nifty 100 Equal Weight ETF 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 28-02-2025 to 30-10-2026: 21 instalments, ₹2,10,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Kotak Nifty 100 Equal Weight ETFKotak Nifty 100 Equal Weight ETF ₹2,10,000 ₹2,12,179 ₹2,179 1.1%
    Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight Fund (Direct) ₹2,10,000 ₹2,11,000 ₹1,000 0.5%
    ₹0₹50,000₹1.0 L₹1.5 L₹2.0 L₹2.5 L
    2026
    Kotak Nifty 100 Equal Weight ETFKotak Nifty 100 Equal Weight ETFSundaram 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.

    Kotak Nifty 100 Equal Weight ETF 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

    MeasureKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund (Direct)
    Return (CAGR)−3.92%−3.86%
    Standard deviation15.44%15.05%
    Sharpe ratio-0.59-0.61
    Sortino ratio-0.78-0.80
    Maximum drawdown−13.5% (30-03-2026)−13.2% (31-03-2026)
    Beta1.000.98
    Alpha−0.12%−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.

    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.

    −15%−10%−5%0%
    2026
    Kotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund (Direct)Nifty100 Equal Weight TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Kotak Nifty 100 Equal Weight ETF−13.5%07-01-202630-03-202627-05-202658 days−8.7%
    Sundaram Nifty 100 Equal Weight Fund (Direct)−13.2%07-01-202631-03-202627-05-202657 days−8.8%
    Nifty100 Equal Weight TRI−13.4%07-01-202630-03-202627-05-202658 days−8.8%

    From daily values since 28-02-2025, 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.

    0%5%10%15%20%
    Kotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund (Direct)Nifty100 Equal Weight TRI

    Against Nifty100 Equal Weight TRI

    FundUp captureDown captureTracking error
    Kotak Nifty 100 Equal Weight ETF99%100%0.18%
    Sundaram Nifty 100 Equal Weight Fund (Direct)97%99%0.44%

    From month-end values since 28-02-2025. 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.

    Kotak Nifty 100 Equal Weight ETF vs Sundaram Nifty 100 Equal Weight: Portfolio Overlap

    From each fund's latest monthly portfolio: Kotak Nifty 100 Equal Weight ETF, September 2026; Sundaram Nifty 100 Equal Weight Fund, September 2026

    Holdings in common

    Overlap
    99.0%
    Held by both
    100
    Only in Kotak Nifty 100 Equal Weight ETF
    0
    Only in Sundaram Nifty 100 Equal Weight
    0
    Security% of Kotak Nifty 100 Equal Weight ETF% of Sundaram Nifty 100 Equal Weight
    Dr.Reddy's Laboratories Ltd.1.05%1.07%
    KOTAK MAHINDRA BANK LTD.1.06%1.05%
    Adani Ports and Special Economic Zone Limited1.03%1.05%
    AXIS BANK LTD.1.03%1.02%
    Adani Enterprises Ltd1.02%1.03%
    INDIAN RAILWAY FINANCE CORPORATION LTD.1.02%1.03%
    Infosys Ltd.1.02%1.02%
    Inter Globe Aviation Ltd1.03%1.02%
    Varun Beverages Limited1.02%1.01%
    Coal India Limited1.02%1.01%

    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 Kotak Nifty 100 Equal Weight ETF

    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

    AssetKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight
    Equity100.0%99.3%
    Debt0.0%0.0%
    Cash and others0.0%0.7%

    Market cap of stocks

    Market capKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight
    Large Cap94.0%93.3%
    Mid Cap6.0%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

    SectorKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight
    Finance10.0%9.9%
    Banks9.1%8.9%
    Automobiles7.0%7.0%
    Power6.0%6.0%
    IT - Software6.0%0.0%
    Pharmaceuticals & Biotechnology0.0%6.0%
    Pharmaceuticals and Biotechnology6.0%0.0%
    It - Software0.0%5.9%

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

    Kotak Nifty 100 Equal Weight ETF vs Sundaram Nifty 100 Equal Weight: Expense Ratio

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

    ChargeKotak Nifty 100 Equal Weight ETFSundaram Nifty 100 Equal Weight Fund
    Total expense ratio (Direct)Not available0.76%
    Base expense ratio (Direct)0.00%0.49%
    Total expense ratio (Regular)Not available1.24%
    Base expense ratio (Regular)0.21%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.

    Kotak Nifty 100 Equal Weight ETF vs Sundaram Nifty 100 Equal Weight Fund: Frequently Asked Questions

    What is the difference between Kotak Nifty 100 Equal Weight ETF and Sundaram Nifty 100 Equal Weight Fund?

    Kotak Nifty 100 Equal Weight ETF is an ETF fund, Sundaram Nifty 100 Equal Weight Fund is an Index fund, run by Kotak Mahindra Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 99.0%. Kotak Nifty 100 Equal Weight ETF charges 0.36% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%.

    Which has given higher returns, Kotak Nifty 100 Equal Weight ETF or Sundaram Nifty 100 Equal Weight Fund?

    Over 1 year: Kotak Nifty 100 Equal Weight ETF −3.92%, Sundaram Nifty 100 Equal Weight Fund −3.86%. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Kotak Nifty 100 Equal Weight ETF or Sundaram Nifty 100 Equal Weight Fund?

    Kotak Nifty 100 Equal Weight ETF charges less: 0.36% a year against 0.76%. These are the total expense ratios reported to AMFI.

    How much do Kotak Nifty 100 Equal Weight ETF 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, Kotak Nifty 100 Equal Weight ETF or Sundaram Nifty 100 Equal Weight Fund?

    On SEBI's riskometer, Kotak Nifty 100 Equal Weight ETF is rated Very High and Sundaram Nifty 100 Equal Weight Fund Very High. Over 1 years, the standard deviation of daily returns was 15.44% and 15.05% a year.

    Can I invest in both Kotak Nifty 100 Equal Weight ETF 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 Kotak Nifty 100 Equal Weight ETF and Sundaram Nifty 100 Equal Weight Fund?

    Kotak Nifty 100 Equal Weight ETF: Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar. 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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