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

94.558 (1.717%)

NAV on July 26, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,859 cr

Turnover Ratio 24.68%

Expense Ratio 0.69%

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 26 days) Ashish Aggarwal (Since over 2 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 26.30

P/B Ratio 4.36

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 23.78%

Industrial 18.74%

Technology 7.72%

Basic Materials 5.47%

Consumer Cyclical 16.37%

Utilities Services 2.5%

Healthcare Services 8.85%

Energy Services 4.86%

Communication Services 4.33%

Consumer Defensive 5.64%

Real Estate 1.77%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan	141.403	62.63%	3,290 cr	0.66%	High
Motilal Oswal Large and Midcap Fund Direct Growth	32.410	51.76%	4,943 cr	0.55%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	683.932	50.16%	13,093 cr	0.72%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.987	48.64%	2,769 cr	0.91%	Average
Kotak Equity Opportunities Direct Growth	386.493	43.32%	24,055 cr	0.52%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan	141.403	62.63%	3,290 cr	0.66%	High
Bandhan Core Equity Fund Direct Plan Growth	150.885	56.10%	5,360 cr	0.71%	Average
Invesco India Large&MidCap Fund Direct Plan Growth	105.970	53.69%	5,841 cr	0.67%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	32.410	51.76%	4,943 cr	0.55%	Above Average
UTI Large & Mid Cap Fund-Growth Option - Direct	188.608	50.16%	3,441 cr	1.19%	Average
LIC MF Large & Mid Cap Direct Growth	44.539	49.90%	3,001 cr	0.61%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.987	48.64%	2,769 cr	0.91%	Average