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

95.562 (1.180%)

NAV on August 18, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,789 cr

Turnover Ratio 29.63%

Expense Ratio 0.76%

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 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

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%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	121.010	13.35%	8,007 cr	0.64%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	36.228	7.12%	12,428 cr	0.68%	High
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1108.820	5.19%	23,246 cr	0.77%	Low
Bandhan Large & Mid Cap Fund Direct Plan Growth	155.551	2.47%	9,997 cr	0.58%	Average
Kotak Large & Midcap Direct Growth	390.067	2.10%	28,084 cr	0.55%	Below Average
DSP Large & Mid Cap Fund Direct Plan Growth	680.286	0.34%	15,502 cr	0.63%	Average
HSBC Large and Mid Cap Fund Direct Growth	29.238	-0.15%	4,314 cr	0.82%	High