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

84.775 (-0.840%)

NAV on February 21, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,470 cr

Turnover Ratio 29.63%

Expense Ratio 0.88%

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 8 months) Ashish Aggarwal (Since about 3 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 25.10

P/B Ratio 3.84

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 24.13%

Industrial 12.68%

Technology 7.76%

Basic Materials 4.97%

Consumer Cyclical 17.03%

Utilities Services 2.47%

Healthcare Services 10.28%

Energy Services 6.76%

Communication Services 5.95%

Consumer Defensive 5.32%

Real Estate 2.63%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	99.400	13.91%	6,250 cr	0.66%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	30.289	12.73%	8,447 cr	0.54%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	115.112	-1.47%	3,612 cr	0.64%	High
DSP Equity Opportunities Fund Direct Plan Growth	618.674	10.71%	13,444 cr	0.71%	Average
HSBC Large and Mid Cap Fund Direct Growth	25.233	8.77%	3,873 cr	0.89%	Above Average
Kotak Equity Opportunities Direct Growth	342.551	8.15%	24,534 cr	0.58%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	30.289	12.73%	8,447 cr	0.54%	High
UTI Large & Mid Cap Fund-Growth Option - Direct	171.374	12.22%	4,047 cr	0.97%	Average
LIC MF Large & Mid Cap Direct Growth	39.534	11.41%	2,916 cr	0.6%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1002.660	11.28%	18,624 cr	0.85%	Low
Bandhan Core Equity Fund Direct Plan Growth	137.467	11.02%	7,574 cr	0.6%	Above Average