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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

89.957 (0.211%)
NAV on January 15, 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: -8.24%
  • 1Y: 13.96%
  • 3M: -8.35%
  • 3Y: 12.41%
  • 6M: -4.48%
  • 5Y: 17.89%
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 27.00
P/B Ratio 4.00
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 23.76%
Industrial 14.64%
Technology 7.64%
Basic Materials 4.17%
Consumer Cyclical 17.86%
Utilities Services 2.48%
Healthcare Services 9.60%
Energy Services 5.60%
Communication Services 6.04%
Consumer Defensive 5.65%
Real Estate 2.54%
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
34.941 31.97% 9,001 cr 0.53% High
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
106.270 26.87% 6,340 cr 0.66% Above Average
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
123.919 12.80% 3,658 cr 0.63% High
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
28.154 25.30% 3,979 cr 0.87% Average
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
641.606 18.25% 13,983 cr 0.69% Average
Kotak
Kotak Equity Opportunities Direct Growth
361.575 17.33% 25,784 cr 0.50% Below Average


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