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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram large and Mid Cap - Direct Plan - Growth Option

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previously known as Sundaram Equity Multiplier Dir Gr until

94.926 (0.665%)
NAV on May 19, 2026
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,575 cr
Turnover Ratio 47.51%
Expense Ratio 0.70%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -1.63%
  • 1Y: 1.82%
  • 3M: -3.98%
  • 3Y: 15.57%
  • 6M: -5.10%
  • 5Y: 14.96%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Madanagopal Ramu (Since 2 months) Shalav Saket (Since 5 months)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 26.28
P/B Ratio 4.11
Launch Date January 01, 2013
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha -1.18
Beta 0.97
R-Squared 94.91
Info Ratio -0.49
Tracking Err 3.65
Sortino 0.915
Sharpe 0.632
Std Dev 16.027
Risk Average
SECTOR WEIGHTINGS (%)
Financial 27.29%
Industrial 16.93%
Technology 6.4%
Basic Materials 7.51%
Consumer Cyclical 15.36%
Utilities Services 4.29%
Healthcare Services 4.14%
Energy Services 2.22%
Communication Services 5.51%
Consumer Defensive 6.42%
Real Estate 3.93%
INVESTMENT OBJECTIVE

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
162.118 7.44% 16,672 cr 0.44% Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
37.484 5.97% 16,777 cr 0.91% High
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
118.410 5.35% 9,761 cr 0.61% Above Average
Kotak
Kotak Large & Midcap Direct Growth
389.306 2.24% 30,251 cr 0.55% Average
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
1114.940 0.69% 29,757 cr 0.65% Low
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
30.800 9.71% 4,877 cr 1.99% Above Average
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
675.787 -0.90% 17,331 cr 0.65% Average
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Axis
Axis Large & Mid Cap Fund Direct Growth
36.400 4.48% 13,973 cr 0.88% Below Average


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