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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

95.157 (0.818%)
NAV on July 29, 2025
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,893 cr
Turnover Ratio 29.63%
Expense Ratio 0.76%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -1.41%
  • 1Y: 0.26%
  • 3M: 4.54%
  • 3Y: 18.09%
  • 6M: 8.13%
  • 5Y: 22.72%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since about 1 year) Ashish Aggarwal (Since over 3 years)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 27.35
P/B Ratio 3.93
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 -1.62
Beta 0.98
R-Squared 94.72
Info Ratio -0.74
Tracking Err 3.36
Sortino 1.743
Sharpe 1.030
Std Dev 14.521
Risk Average
SECTOR WEIGHTINGS (%)
Financial 28.01%
Industrial 9.07%
Technology 3.96%
Basic Materials 7.64%
Consumer Cyclical 16.28%
Utilities Services 2.84%
Healthcare Services 9.37%
Energy Services 7.23%
Communication Services 7.47%
Consumer Defensive 5.54%
Real Estate 2.59%
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
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
120.220 12.76% 7,887 cr 0.68% Above Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
36.680 11.23% 11,816 cr 0.64% High
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
125.862 -10.99% 3,840 cr 0.64% High
Kotak
Kotak Large & Midcap Direct Growth
390.994 0.49% 28,294 cr 0.55% Below Average
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
684.526 -0.32% 15,663 cr 0.63% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
28.735 -2.09% 4,365 cr 0.82% High


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