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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

90.223 (0.195%)
NAV on March 16, 2026
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,868 cr
Turnover Ratio 47.51%
Expense Ratio 0.67%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -9.41%
  • 1Y: 8.87%
  • 3M: -8.27%
  • 3Y: 16.57%
  • 6M: -7.26%
  • 5Y: 13.56%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since over 1 year)
ISIN INF903J01PR9
Fund Family Sundaram
P/E Ratio 18.34
P/B Ratio 3.57
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 -0.72
Beta 0.97
R-Squared 93.05
Info Ratio -0.39
Tracking Err 3.53
Sortino 1.447
Sharpe 0.912
Std Dev 13.323
Risk Average
SECTOR WEIGHTINGS (%)
Financial 30.51%
Industrial 10.81%
Technology 3.73%
Basic Materials 8.7%
Consumer Cyclical 15.36%
Utilities Services 1.76%
Healthcare Services 10.26%
Energy Services 6.54%
Communication Services 4.82%
Consumer Defensive 4.90%
Real Estate 2.62%
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
33.538 13.94% 15,017 cr 0.75% High
Kotak
Kotak Large & Midcap Direct Growth
378.227 12.88% 30,712 cr 0.55% Below Average
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
149.753 12.15% 14,780 cr 0.53% Average
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
107.610 12.09% 9,392 cr 0.61% Above Average
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
1074.570 9.73% 28,506 cr 0.79% Low
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
654.427 7.77% 17,653 cr 0.64% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
27.721 15.59% 4,706 cr 0.79% High
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sbi
SBI Large & Midcap Fund Direct Growth
658.259 11.75% 38,766 cr 0.73% Low


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