Item: Sundaram large and Mid Cap Direct Plan Payout Inc Dist cum Cap Wdrl option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap Direct Plan Payout Inc Dist cum Cap Wdrl option

32.156 (-1.375%)

NAV on April 01, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 5,861 cr

Turnover Ratio 29.63%

Expense Ratio 0.89%

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 9 months) Ashish Aggarwal (Since over 3 years)

ISIN INF903J01PP3

Fund Family Sundaram

P/E Ratio 22.83

P/B Ratio 3.51

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.15%

Industrial 11.04%

Technology 7.43%

Basic Materials 5.18%

Consumer Cyclical 15.34%

Utilities Services 2.13%

Healthcare Services 10.53%

Energy Services 6.93%

Communication Services 6.16%

Consumer Defensive 5.64%

Real Estate 2.47%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	101.800	13.59%	5,930 cr	0.70%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	31.098	11.87%	7,625 cr	0.55%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	117.656	-3.74%	3,242 cr	0.65%	High
DSP Equity Opportunities Fund Direct Plan Growth	638.585	14.15%	13,444 cr	0.69%	Average
Kotak Equity Opportunities Direct Growth	351.197	6.95%	22,853 cr	0.61%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	25.493	6.61%	3,873 cr	0.88%	Above Average