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

95.223 (0.905%)

NAV on June 25, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,671 cr

Turnover Ratio 29.63%

Expense Ratio 0.78%

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 12 months) Ashish Aggarwal (Since over 3 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 26.30

P/B Ratio 3.80

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.73%

Industrial 9.79%

Technology 5.17%

Basic Materials 7.06%

Consumer Cyclical 15.26%

Utilities Services 2.71%

Healthcare Services 9.87%

Energy Services 7.18%

Communication Services 7.11%

Consumer Defensive 5.85%

Real Estate 2.27%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	119.260	15.99%	7,274 cr	0.68%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	36.621	14.83%	10,840 cr	0.66%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	127.564	-6.54%	3,739 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	691.803	6.55%	15,013 cr	0.68%	Average
Kotak Equity Opportunities Direct Growth	389.102	3.04%	27,046 cr	0.55%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	29.067	2.87%	4,173 cr	0.83%	High