Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap - Direct Plan - Growth Option
Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram large and Mid Cap - Direct Plan - Growth Option

Add To Compare

previously known as Sundaram Equity Multiplier Dir Gr until

93.348 (1.406%)
NAV on November 22, 2024
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,871 cr
Turnover Ratio 29.63%
Expense Ratio 0.74%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -1.49%
  • 1Y: 30.37%
  • 3M: -2.59%
  • 3Y: 15.84%
  • 6M: 8.15%
  • 5Y: 19.39%
Min Investment 100
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager S. Bharath (Since 5 months) Ashish Aggarwal (Since almost 3 years)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 27.59
P/B Ratio 4.14
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 -0.78
Beta 0.93
R-Squared 95.27
Info Ratio -0.57
Tracking Err 3.07
Sortino 1.378
Sharpe 0.768
Std Dev 13.477
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 23.41%
Industrial 14.86%
Technology 7.06%
Basic Materials 4.35%
Consumer Cyclical 17.32%
Utilities Services 2.84%
Healthcare Services 10.17%
Energy Services 5.86%
Communication Services 5.96%
Consumer Defensive 5.67%
Real Estate 2.51%
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
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
34.791 48.97% 6,840 cr 0.51% Above Average
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
123.616 30.59% 3,709 cr 0.61% High
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
29.078 39.96% 3,718 cr 0.90% Average
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
662.541 37.35% 13,804 cr 0.72% Above Average
Kotak
Kotak Equity Opportunities Direct Growth
373.844 33.80% 25,034 cr 0.50% Below Average
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Franklin
Franklin India Equity Advantage Fund Direct Growth
197.209 28.95% 3,518 cr 1.27% Average


Other plans of Sundaram large and Mid Cap


Other Equity funds by Sundaram

Data Partner
Click here to visit AMC website and
read all scheme related documents Sundaram Fund