Sundaram Smart Nifty 100 Equal Weight Fund

Review Date: 12-12-2025

Beginning of Analysis

Sundaram Smart Nifty 100 Equal Weight Fund is the 45th ranked fund in the Index Funds category. The category has total 90 funds. The Sundaram Smart Nifty 100 Equal Weight Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.69 which is lower than the category average of 0.82.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Sundaram Smart Nifty 100 Equal Weight Fund Return Analysis

• The fund has given a return of -1.05%, 1.21 and 3.81 in last one, three and six months respectively. In the same period the category average return was -0.62%, 1.83% and 2.78% respectively.
• Sundaram Smart Nifty 100 Equal Weight Fund has given a return of 2.92% in last one year. In the same period the Index Funds category average return was 1.81%.
• The fund has given a return of 16.59% in last three years and ranked 29.0th out of 100 funds in the category. In the same period the Index Funds category average return was 14.96%.

Sundaram Smart Nifty 100 Equal Weight Fund Risk Analysis

• The fund has a standard deviation of 14.37 and semi deviation of 10.62. The category average standard deviation is 12.14 and semi deviation is 8.89.
• The fund has a Value at Risk (VaR) of -17.48 and a maximum drawdown of -20.67. The category average VaR is -15.64 and the maximum drawdown is -15.41.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Index Funds Category

Good Performance in Index Funds Category

Poor Performance in Index Funds Category

Very Poor Performance in Index Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization