NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹76.29
-2.99%
NAV as on 16 Jan 25, 12:00 AM
very high risk
index funds
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
index funds
equity
16.78%p.a.
Last 1Y
15.15%p.a.
Last 3Y
17.66%p.a.
Last 5Y
11.86%p.a.
Since Inception
About Sundaram Nifty 100 Equal Wgt IDCW-P for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Nifty 100 Equal Wgt IDCW-P scheme from Sundaram Asset Management Company Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Jul 1999, Sundaram Nifty 100 Equal Wgt IDCW-P is Index Funds fund of its category with 97.27 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- Sundaram Nifty 100 Equal Wgt IDCW-P delivered 16.8% annual returns during the last year. It has delivered 11.9% average annual returns since the fund was launched.
- Sundaram Nifty 100 Equal Wgt IDCW-P scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
Top 10 Holdings
Divi's Laboratories Ltd
1.25%
Bharat Electronics Ltd
1.18%
Tech Mahindra Ltd
1.17%
Wipro Ltd
1.16%
State Bank of India
1.16%
Siemens Ltd
1.15%
Info Edge (India) Ltd
1.12%
Hindustan Aeronautics Ltd Ordinary Shares
1.12%
HCL Technologies Ltd
1.12%
Power Finance Corp Ltd
1.11%
Fund Managers
- Rohit Seksaria (Jan 2022 - Present)
- Ashish Aggarwal (Jan 2022 - Present)
Key Information
View Scheme Document
Sundaram Nifty 100 Equal Wgt IDCW-P SIP Calculator
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NRI Mutual Fund Tax on Sundaram Nifty 100 Equal Wgt IDCW-P
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Nifty 100 Equal Wgt IDCW-P?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Nifty 100 Equal Wgt IDCW-P
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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