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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

98.418 (0.362%)
NAV on February 04, 2026
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,987 cr
Turnover Ratio 47.51%
Expense Ratio 0.66%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -2.24%
  • 1Y: 9.54%
  • 3M: -1.21%
  • 3Y: 18.49%
  • 6M: 3.77%
  • 5Y: 16.45%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since over 1 year)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 26.18
P/B Ratio 3.76
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 -0.88
Beta 0.96
R-Squared 93.40
Info Ratio -0.45
Tracking Err 3.48
Sortino 1.288
Sharpe 0.813
Std Dev 13.424
Risk Average
SECTOR WEIGHTINGS (%)
Financial 30.83%
Industrial 10.54%
Technology 4.88%
Basic Materials 7.69%
Consumer Cyclical 14.46%
Utilities Services 1.7%
Healthcare Services 9.77%
Energy Services 7.31%
Communication Services 5.43%
Consumer Defensive 4.48%
Real Estate 2.90%
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
Kotak
Kotak Large & Midcap Direct Growth
410.670 14.59% 29,961 cr 0.55% Below Average
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
161.168 12.31% 13,636 cr 0.55% Average
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
1167.590 11.30% 27,745 cr 0.76% Low
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
117.520 10.94% 9,344 cr 0.61% Above Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
35.925 8.73% 15,055 cr 0.69% High
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
718.485 12.02% 17,576 cr 0.61% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
29.983 11.14% 4,658 cr 0.79% High
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sbi
SBI Large & Midcap Fund Direct Growth
711.201 15.52% 37,443 cr 0.73% Low


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