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

96.516 (1.821%)

NAV on October 08, 2024

Category Equity:
Large & Mid- Cap

Investment StyleBox

Large Growth

Total Assets 7,130 cr

Turnover Ratio 29.63%

Expense Ratio 0.72%

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 3 months) Ashish Aggarwal (Since almost 3 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 27.60

P/B Ratio 4.36

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 21.84%

Industrial 16.34%

Technology 7.25%

Basic Materials 5.07%

Consumer Cyclical 18.87%

Utilities Services 2.71%

Healthcare Services 9.86%

Energy Services 5.70%

Communication Services 5.26%

Consumer Defensive 5.70%

Real Estate 1.38%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.123	60.26%	5,811 cr	0.54%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	137.658	54.02%	3,707 cr	0.61%	High
Bandhan Core Equity Fund Direct Plan Growth	155.503	53.66%	6,553 cr	0.65%	Above Average
HSBC Large and Mid Cap Fund Direct Growth	29.981	48.53%	3,570 cr	0.90%	Average
DSP Equity Opportunities Fund Direct Plan Growth	691.332	47.68%	14,246 cr	0.67%	Above Average
Kotak Equity Opportunities Direct Growth	389.036	41.14%	25,293 cr	0.48%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.123	60.26%	5,811 cr	0.54%	High
Invesco India Large&MidCap Fund Direct Plan Growth	112.510	58.87%	6,205 cr	0.64%	Above Average
Bandhan Core Equity Fund Direct Plan Growth	155.503	53.66%	6,553 cr	0.65%	Above Average
LIC MF Large & Mid Cap Direct Growth	44.831	45.89%	3,235 cr	0.59%	Average