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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

103.026 (-0.757%)
NAV on July 14, 2026
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,991 cr
Turnover Ratio 47.51%
Expense Ratio 0.77%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 7.70%
  • 1Y: 7.48%
  • 3M: 10.25%
  • 3Y: 15.56%
  • 6M: 5.41%
  • 5Y: 14.38%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Madanagopal Ramu (Since 4 months) Shalav Saket (Since 7 months)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 25.87
P/B Ratio 4.18
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 0.51
Beta 0.97
R-Squared 93.25
Info Ratio 0.05
Tracking Err 4.17
Sortino 0.858
Sharpe 0.595
Std Dev 15.949
Risk Average
SECTOR WEIGHTINGS (%)
Financial 26.74%
Industrial 18.13%
Technology 8.54%
Basic Materials 7.54%
Consumer Cyclical 13.26%
Utilities Services 2.68%
Healthcare Services 4.46%
Energy Services 2.19%
Communication Services 5.16%
Consumer Defensive 7.68%
Real Estate 3.63%
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
130.320 8.35% 11,164 cr 0.54% Above Average
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
165.195 6.36% 17,461 cr 0.44% Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
39.272 6.10% 17,420 cr 0.68% High
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
1164.400 4.14% 30,971 cr 0.65% Below Average
Kotak
Kotak Large & Midcap Direct Growth
408.558 3.84% 31,263 cr 0.57% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
32.271 11.40% 5,344 cr 0.66% Above Average
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
704.253 1.38% 17,906 cr 0.53% Average


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