Sundaram Mutual

Sundaram Smart NIFTY 100 Equal Weight

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Fund Objective:

To invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavor to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to 2% tracking error.

Fund Features:

Smart Beta funds, such as Sundaram Smart NIFTY 100 Equal Weight fund, are an emerging attractive alternate to traditional index based funds that have the possibility of not only outperforming them but also has a potentially lower risk. Ideally suited for Institutions (PF Trusts, etc.) and conservative investors for construction of a core–satellite portfolio with allocation to Smart Beta funds forming the core and complemented by actively managed funds.

Suitability:

This fund is suitable for investors seeing to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying index) in the same proportion as in the index and endeavor to generate returns that commensurate before fees and expenses) with the performance of the underlying index. As an index linked scheme, the policy is passive management with rebalancing done on a quarterly basis.

* 0 - indicates No Value
Data as on Oct, 2018
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Positioning :

Index Fund

Asset Allocation ( Fundamental Attribute)
Instrument Type minimum maximum Risk Profile
Equity and Equity related Instruments covered by NIFTY 100 Equal Weighted Index 95% 100% high
Debt instruments, cash and money market instruments including cBLO / Reverse Repos 0% 5% Low to medium
Moderately High Risk

This product is suitable for investors who are seeking*

  • Long term capital appreciation.
  • Returns that are commensurate with the performance of NIFTY 100 Equal Weighted Index, subject to tracking error.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Fund Facts

Inception January 2017
Average AUM for the month of Crore
Benchmark NIFTY 100 Equal Weighted Index
Fund Manager S.Bharath
Plans Regular, Direct
Options
Growth
Dividend – Payout
Dividend Reinvestment
Min. Initial Investment
5,000 and multiples of Rs. 1 thereafter
SIP (Weekly-) 1000
SIP (monthly): 250
SIP (Quarterly): 750
Terms of Offer NAV
Exit Load Nil

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