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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

81.678 (-1.345%)
NAV on April 15, 2024
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,118 cr
Turnover Ratio 24.68%
Expense Ratio 0.74%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 4.30%
  • 1Y: 38.41%
  • 3M: 3.47%
  • 3Y: 21.15%
  • 6M: 17.45%
  • 5Y: 17.63%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Ravi Gopalakrishnan (Since over 2 years) Ashish Aggarwal (Since over 2 years)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 24.14
P/B Ratio 3.87
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 -0.89
Beta 0.96
R-Squared 90.34
Info Ratio -0.45
Tracking Err 4.20
Sortino 2.031
Sharpe 1.035
Std Dev 13.385
Risk Average
SECTOR WEIGHTINGS (%)
Financial 27.19%
Industrial 16.44%
Technology 9.32%
Basic Materials 5.53%
Consumer Cyclical 15.27%
Utilities Services 1.94%
Healthcare Services 9.77%
Energy Services 4.50%
Communication Services 2.69%
Consumer Defensive 5.85%
Real Estate 1.50%
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 Arbitrage Fund Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
123.365 64.65% 2,110 cr 0.75% High
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
27.857 54.40% 3,663 cr 0.50% Above Average
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
567.806 44.43% 10,812 cr 0.75% Average
Kotak
Kotak Equity Opportunities Direct Growth
333.264 43.20% 19,861 cr 0.53% Low
Top Small Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
24.359 46.64% 2,693 cr 0.98% Average


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