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    Motilal Oswal Nifty 100 ETF vs Sundaram Nifty 100 Equal Weight Fund

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

    Motilal Oswal Nifty 100 ETF is an ETF fund and Sundaram Nifty 100 Equal Weight Fund is an Index fund. In the year to 30-10-2026, Motilal Oswal Nifty 100 ETF returned −9.1% and Sundaram Nifty 100 Equal Weight Fund (Direct) returned −3.9%. Motilal Oswal Nifty 100 ETF charges 0.68% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%. Their portfolios overlap 62.1%: they hold 100 of the same securities.

    Motilal Oswal Nifty 100 ETF

    ETF

    1 year return
    −9.1%
    Expense ratio
    0.68%
    NAV
    ₹24.13
    See Motilal Oswal Nifty 100 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, Motilal Oswal Nifty 100 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 −9.1%.
    • Motilal Oswal Nifty 100 ETF costs less: 0.68% a year against 0.76%.
    • Sundaram Nifty 100 Equal Weight fell less in its worst fall since 16-10-2025: −13.2% against −15.0%.
    • Sundaram Nifty 100 Equal Weight is the larger fund: ₹140 Cr against ₹16 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

    FactMotilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal Weight Fund
    Fund houseMotilal Oswal Mutual FundSundaram Mutual Fund
    CategoryETFIndex
    AUM₹16 Cr (30-09-2026)₹140 Cr (30-09-2026)
    NAV₹24.13₹183.14 (Direct)
    Expense ratio (Direct)Not available0.76%
    Expense ratio (Regular)Not available1.24%
    RiskometerVery HighVery High
    BenchmarkNifty 100 TRINIFTY 100 Equal Weighted TRI
    Launch date16-10-202502-01-2013
    Minimum investmentOngoing Basis: On Exchange: Investors can buy/sell units of the Scheme in round lots of 1 unit and in multiples thereof. Directly with the Mutual Fund: For Eligible investors: Transactions must be in multiple of unit creation size and the execution value ₹100
    Lock inNoneNone
    Fund managersSwapnil Mayekar, Dishant Mehta, Rakesh ShettyRohit Seksaria
    Exit loadNilNil

    Motilal Oswal Nifty 100 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
    Motilal Oswal Nifty 100 ETF+1.00%−5.44%−3.26%−9.06%------
    Sundaram Nifty 100 Equal Weight Fund (Direct)−1.14%−6.79%−2.69%−3.86%+13.19%----

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

    YearMotilal Oswal Nifty 100 ETFMotilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight
    2026to date−9.75%−3.59%
    2025--+8.73%
    2024--+16.85%
    2023--+29.62%

    Motilal Oswal Nifty 100 ETF vs Sundaram Nifty 100 Equal Weight: Rolling Returns

    Every holding period of both funds, against Nifty 100 TRI, the benchmark of Motilal Oswal Nifty 100 ETF

    Motilal Oswal Nifty 100 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 16-10-2025 to 30-10-2026: 13 instalments, ₹1,30,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Motilal Oswal Nifty 100 ETFMotilal Oswal Nifty 100 ETF ₹1,30,000 ₹1,23,641 −₹6,359 −8.4%
    Sundaram Nifty 100 Equal WeightSundaram Nifty 100 Equal Weight Fund (Direct) ₹1,30,000 ₹1,26,601 −₹3,399 −4.5%
    ₹0₹50,000₹1.0 L₹1.5 L
    2026
    Motilal Oswal Nifty 100 ETFMotilal Oswal Nifty 100 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.

    Motilal Oswal Nifty 100 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

    MeasureMotilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal Weight Fund (Direct)
    Return (CAGR)−9.06%−3.86%
    Standard deviation14.04%15.05%
    Sharpe ratio-1.02-0.61
    Sortino ratio-1.35-0.80
    Maximum drawdown−15.0% (31-03-2026)−13.2% (31-03-2026)
    Beta1.000.98
    Alpha−0.38%−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.

    −20%−15%−10%−5%0%
    2026
    Motilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal Weight Fund (Direct)Nifty 100 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Motilal Oswal Nifty 100 ETF−15.0%02-01-202631-03-2026Not yet--−10.5%
    Sundaram Nifty 100 Equal Weight Fund (Direct)−13.2%07-01-202631-03-202627-05-202657 days−8.8%
    Nifty 100 TRI−14.9%02-01-202630-03-2026Not yet--−10.1%

    From daily values since 16-10-2025, 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%
    Motilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal Weight Fund (Direct)Nifty 100 TRI

    Against Nifty 100 TRI

    FundUp captureDown captureTracking error
    Motilal Oswal Nifty 100 ETF99%101%0.15%
    Sundaram Nifty 100 Equal Weight Fund (Direct)110%83%5.70%

    From month-end values since 16-10-2025. 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.

    Motilal Oswal Nifty 100 ETF vs Sundaram Nifty 100 Equal Weight: Portfolio Overlap

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

    Holdings in common

    Overlap
    62.1%
    Held by both
    100
    Only in Motilal Oswal Nifty 100 ETF
    0
    Only in Sundaram Nifty 100 Equal Weight
    0
    Security% of Motilal Oswal Nifty 100 ETF% of Sundaram Nifty 100 Equal Weight
    Adani Ports and Special Economic Zone Limited1.09%1.05%
    Kotak Mahindra Bank Ltd2.38%1.05%
    Axis Bank Limited2.73%1.02%
    Infosys Limited2.72%1.02%
    Sun Pharmaceutical Industries Limited1.49%1.02%
    NTPC Limited1.19%1.02%
    Bharat Electronics Limited1.08%1.01%
    Shriram Finance Limited1.07%1.01%
    Bharti Airtel Limited4.14%1.01%
    ICICI Bank Limited7.34%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 Motilal Oswal Nifty 100 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

    AssetMotilal Oswal Nifty 100 ETFSundaram Nifty 100 Equal Weight
    Equity100.0%99.3%
    Debt0.0%0.0%
    Cash and others-0.0%0.7%

    Market cap of stocks

    Market capMotilal Oswal Nifty 100 ETFSundaram 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

    SectorMotilal Oswal Nifty 100 ETFSundaram 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.

    Motilal Oswal Nifty 100 ETF vs Sundaram Nifty 100 Equal Weight: Expense Ratio

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

    ChargeMotilal Oswal Nifty 100 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)0.45%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.

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

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

    Motilal Oswal Nifty 100 ETF is an ETF fund, Sundaram Nifty 100 Equal Weight Fund is an Index fund, run by Motilal Oswal Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 62.1%. Motilal Oswal Nifty 100 ETF charges 0.68% a year and Sundaram Nifty 100 Equal Weight Fund 0.76%.

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

    Over 1 year: Motilal Oswal Nifty 100 ETF −9.06%, 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, Motilal Oswal Nifty 100 ETF or Sundaram Nifty 100 Equal Weight Fund?

    Motilal Oswal Nifty 100 ETF charges less: 0.68% a year against 0.76%. These are the total expense ratios reported to AMFI.

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

    On SEBI's riskometer, Motilal Oswal Nifty 100 ETF is rated Very High and Sundaram Nifty 100 Equal Weight Fund Very High. Over 1 years, the standard deviation of daily returns was 14.04% and 15.05% a year.

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

    Motilal Oswal Nifty 100 ETF: Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. 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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