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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

94.924 (-1.301%)
NAV on August 26, 2025
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,789 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: -0.16%
  • 1Y: -1.28%
  • 3M: 2.02%
  • 3Y: 16.43%
  • 6M: 13.65%
  • 5Y: 21.04%
Min Investment 100
Buy Now Start SIP
Amount
invested 10,000

0%

higher returns
with Direct Plan
ADDITIONAL INFO
Fund Manager S. Bharath (Since about 1 year) Ashish Aggarwal (Since over 3 years)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 27.05
P/B Ratio 3.86
Launch Date January 01, 2013
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
  • Equity
    97.87%
  • Debt
    2.13%
EQUITY DISTRIBUTION
Historical Performance GiantLargeMediumSmallMicro 37.62%48.77%13.61%0.00%0.00%
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha -0.98
Beta 0.96
R-Squared 93.64
Info Ratio -0.49
Tracking Err 3.49
Sortino 1.282
Sharpe 0.810
Std Dev 13.693
Risk Average
SECTOR WEIGHTINGS (%)
Financial 27.11%
Industrial 9.29%
Technology 3.63%
Basic Materials 8.11%
Consumer Cyclical 16.07%
Utilities Services 2.8%
Healthcare Services 10.17%
Energy Services 6.75%
Communication Services 7.30%
Consumer Defensive 6.08%
Real Estate 2.69%
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
Best 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
120.330 10.50% 8,007 cr 0.64% Above Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
35.729 3.52% 12,428 cr 0.68% High
Franklin
Franklin India Large & Mid Cap Fund Direct Growth
212.195 3.39% 3,579 cr 1.29% Below Average
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
155.546 -0.27% 9,997 cr 0.58% Average


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