Skip to content
WealthTicker

Compare

NAVs as of 20 Aug 2026

Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (Regular · IDCWICICI Prudential NASDAQ 100 Index FundRegular · IDCWICICI Prudential Nifty Auto Index FundRegular · IDCWKotak Nifty Smallcap 50 Index FundRegular · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 18 Apr 202320 Aug 2026, limited by Kotak Nifty Smallcap 50 Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateSundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (ICICI Prudential NASDAQ 100 Index FundICICI Prudential Nifty Auto Index FundKotak Nifty Smallcap 50 Index FundNifty 100Nasdaq 100Nifty 500Nifty Smallcap 250
18 Apr 2023₹100.00₹100.00₹100.00₹100.00₹100.00₹100.00₹100.00₹100.00
29 Jul 2023₹115.02₹120.56₹119.34₹120.02₹111.82₹120.31₹113.77₹123.19
07 Nov 2023₹108.28₹118.39₹124.17₹140.23₹110.88₹116.84₹115.38₹136.53
17 Feb 2024₹133.90₹136.35₹156.54₹171.92₹128.73₹135.09₹135.36₹165.50
29 May 2024₹144.49₹144.83₹181.46₹177.03₹135.27₹143.12₹142.69₹173.03
07 Sep 2024₹158.60₹143.33₹195.77₹208.73₹148.07₹140.71₹157.60₹200.67
18 Dec 2024₹138.15₹166.80₹177.89₹208.44₹143.55₹162.00₹153.95₹198.60
30 Mar 2025₹130.38₹152.99₹162.64₹174.44₹137.39₹147.28₹143.25₹165.55
09 Jul 2025₹142.36₹181.61₹183.06₹207.21₹148.96₹174.65₹158.14₹194.91
19 Oct 2025₹145.01₹201.38₹208.46₹196.20₹150.36₹189.57₹158.41₹187.17
29 Jan 2026₹133.42₹219.35₹202.75₹183.94₹148.60₹197.71₹155.30₹171.32
10 May 2026₹127.40₹254.04₹208.05₹205.48₹143.73₹223.31₹155.17₹191.13
20 Aug 2026₹131.17₹256.61₹224.86₹222.12₹145.01₹223.29₹157.84₹201.01

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapSundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (ICICI Prudential Nifty Auto Index FundKotak Nifty Smallcap 50 Index Fund
Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (
ICICI Prudential Nifty Auto Index Fund
Kotak Nifty Smallcap 50 Index Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW ( and ICICI Prudential Nifty Auto Index Fund share 8% of their equity book by weight.

Shared holdings — Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW ( vs ICICI Prudential Nifty Auto Index Fund

Stocks held by both Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW ( and ICICI Prudential Nifty Auto Index Fund, with each fund's weight and the weight they share.
StockSundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (ICICI Prudential Nifty Auto Index Fund
Samvardhana Motherson International Ltd1.20%5.54%1.20%
Bosch Ltd1.17%2.93%1.17%
Tata Motors Ltd1.02%6.24%1.02%
Maruti Suzuki India Ltd1.02%15.60%1.02%
Bajaj Auto Ltd0.98%9.12%0.98%
Eicher Motors Ltd0.93%8.26%0.93%
Mahindra & Mahindra Ltd0.91%23.21%0.91%
TVS Motor Company Ltd0.88%6.89%0.88%

8 shared of 104 / 15 positions. Weights are shown as a share of each fund's equity book.

No published holdings for ICICI Prudential NASDAQ 100 Index Fund — left out entirely rather than counted as 0% overlap.

Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW (, ICICI Prudential NASDAQ 100 Index Fund, ICICI Prudential Nifty Auto Index Fund, Kotak Nifty Smallcap 50 Index Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Index Funds median.
Metric
Sundaram · Regular · IDCW
NAV ₹76.32
Very High risk
★☆☆☆☆
ICICI Prudential · Regular · IDCW
NAV ₹23.75
Very High risk
★★★★☆
ICICI Prudential · Regular · IDCW
NAV ₹23.21
Very High risk
★★★★☆
Kotak Mahindra · Regular · IDCW
NAV ₹22.68
Very High risk
★★★★☆
Category median
Index Funds · 271 funds
-7.67%+37.18%Best in row+15.20%+13.23%+4.72%
+5.14%+31.12%Best in row+23.77%+22.14%+7.52%
+3.59%+19.42%+24.18%+26.99%Best in row+7.27%
+2.91%+28.65%Best in row+21.17%+16.88%
+8.08%+25.79%+25.69%+23.20%+7.88%
Risk
17.25%Best in row21.33%19.23%20.52%13.54%
-0.081.15Best in row0.900.760.11
-0.101.71Best in row1.301.030.15
-27.57%-30.21%-28.51%-25.11%Best in row-15.67%
Nifty 100Nasdaq 100Nifty 500Nifty Smallcap 250
-4.70%+4.64%+10.32%Best in row+3.89%-0.05%
1.270.991.081.011.00
119.8%108.9%139.5%Best in row110.5%101.3%
162.8%90.5%Best in row100.2%99.1%99.5%
1.23%1.06%0.95%0.93%0.88%
₹136.90Cr₹3,348Cr₹216.49Cr₹201.40Cr₹181.49Cr
NoneNoneNone
₹100₹100₹1.00K₹100
₹100₹1.00K₹1.00K₹100
39%16%26%79%38%
Sudhir KediaSharmila D'silvaAshwini BharuchaAbhishek Bisen
03 Jan 202219 Oct 202112 Oct 202218 Apr 2023
1041550
13.1%88.7%31.7%
1.4%0.1%0.1%-0.2%
5 rows carry the same value for every fund — show
5Y return (CAGR)
10Y return (CAGR)
5Y rolling avg
10Y rolling avg
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.