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

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

34.964 (0.645%)

NAV on June 22, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,690 cr

Turnover Ratio 47.51%

Expense Ratio

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager Madanagopal Ramu (Since 3 months) Shalav Saket (Since 6 months)

ISIN

Fund Family Sundaram

P/E Ratio 25.87

P/B Ratio 4.18

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 26.74%

Industrial 18.13%

Technology 8.54%

Basic Materials 7.54%

Consumer Cyclical 13.26%

Utilities Services 2.68%

Healthcare Services 4.46%

Energy Services 2.19%

Communication Services 5.16%

Consumer Defensive 7.68%

Real Estate 3.63%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	39.836	10.11%	17,420 cr	0.68%	High
Invesco India Large&MidCap Fund Direct Plan Growth	128.020	9.78%	10,153 cr	0.54%	Above Average
Bandhan Large & Mid Cap Fund Direct Plan Growth	164.512	7.74%	17,461 cr	0.44%	Average
Kotak Large & Midcap Direct Growth	406.058	5.57%	30,127 cr	0.57%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1149.110	4.02%	30,147 cr	0.65%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	32.743	14.17%	5,110 cr	0.67%	Above Average
DSP Large & Mid Cap Fund Direct Plan Growth	700.462	2.27%	17,370 cr	0.53%	Average