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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

88.525 (-0.419%)
NAV on January 22, 2025
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,913 cr
Turnover Ratio 29.63%
Expense Ratio 0.74%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -6.53%
  • 1Y: 13.96%
  • 3M: -6.58%
  • 3Y: 13.39%
  • 6M: -4.53%
  • 5Y: 17.45%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since 7 months) Ashish Aggarwal (Since about 3 years)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 26.68
P/B Ratio 3.95
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 -0.90
Beta 0.93
R-Squared 95.34
Info Ratio -0.62
Tracking Err 3.03
Sortino 1.324
Sharpe 0.738
Std Dev 13.348
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 23.1%
Industrial 14.22%
Technology 7.76%
Basic Materials 4.15%
Consumer Cyclical 17.79%
Utilities Services 2.44%
Healthcare Services 10.73%
Energy Services 5.69%
Communication Services 6.24%
Consumer Defensive 5.06%
Real Estate 2.82%
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
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
32.849 25.63% 9,001 cr 0.53% High
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
102.440 22.74% 6,712 cr 0.66% Above Average
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
123.982 11.86% 3,658 cr 0.63% High
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
27.131 20.86% 3,979 cr 0.87% Average
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
635.182 18.13% 13,983 cr 0.67% Average
Kotak
Kotak Equity Opportunities Direct Growth
356.121 16.32% 25,784 cr 0.52% Below Average
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Axis
Axis Growth Opportunities Fund Direct Growth
33.270 19.12% 14,099 cr 0.59% Above Average


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