Item: Sundaram large and Mid Cap - Direct Plan - Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap - Direct Plan - Growth Option

88.204 (-0.004%)

NAV on March 31, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 5,861 cr

Turnover Ratio 29.63%

Expense Ratio 0.89%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Buy Now Start SIP

Fund Manager S. Bharath (Since 9 months) Ashish Aggarwal (Since about 3 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 22.83

P/B Ratio 3.51

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.15%

Industrial 11.04%

Technology 7.43%

Basic Materials 5.18%

Consumer Cyclical 15.34%

Utilities Services 2.13%

Healthcare Services 10.53%

Energy Services 6.93%

Communication Services 6.16%

Consumer Defensive 5.64%

Real Estate 2.47%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	102.670	16.05%	5,930 cr	0.70%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	31.661	15.28%	7,625 cr	0.55%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	118.540	-1.00%	3,242 cr	0.65%	High
DSP Equity Opportunities Fund Direct Plan Growth	646.293	17.15%	13,444 cr	0.69%	Average
HSBC Large and Mid Cap Fund Direct Growth	25.863	9.79%	3,873 cr	0.88%	Above Average
Kotak Equity Opportunities Direct Growth	355.894	9.75%	22,853 cr	0.61%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Equity Opportunities Fund Direct Plan Growth	646.293	17.15%	13,444 cr	0.69%	Average
Invesco India Large&MidCap Fund Direct Plan Growth	102.670	16.05%	5,930 cr	0.7%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	31.661	15.28%	7,625 cr	0.55%	High
UTI Large & Mid Cap Fund-Growth Option - Direct	175.072	13.31%	3,789 cr	0.98%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1031.610	12.61%	17,818 cr	0.85%	Low
Nippon India Vision Fund - Direct Plan - Growth Plan	1449.406	12.46%	4,969 cr	1.38%	Below Average
SBI Large & Midcap Fund Direct Growth	618.171	12.19%	27,385 cr	0.84%	Low