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

33.122 (-0.413%)

NAV on April 28, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,031 cr

Turnover Ratio 47.51%

Expense Ratio 0.70%

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

Returns

Min Investment 100

Fund Manager Madanagopal Ramu (Since about 1 month) Shalav Saket (Since 4 months)

ISIN

Fund Family Sundaram

P/E Ratio 24.40

P/B Ratio 3.42

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

vs Nifty LargeMidcap 250 TR INR

Alpha -1.55

Beta 0.99

R-Squared 94.98

Info Ratio -0.55

Tracking Err 3.47

Sortino 0.706

Sharpe 0.511

Std Dev 15.526

Risk Above Average

Financial 25.08%

Industrial 14.38%

Technology 5.25%

Basic Materials 11.1%

Consumer Cyclical 20.28%

Utilities Services 1.98%

Healthcare Services 6.23%

Energy Services 3.11%

Communication Services 4.99%

Consumer Defensive 4.19%

Real Estate 3.41%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	38.216	17.25%	13,995 cr	0.76%	High
Bandhan Large & Mid Cap Fund Direct Plan Growth	162.350	11.18%	14,109 cr	0.54%	Average
Invesco India Large&MidCap Fund Direct Plan Growth	118.660	10.67%	8,436 cr	0.61%	Above Average
Kotak Large & Midcap Direct Growth	398.428	9.18%	27,373 cr	0.55%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1132.850	6.13%	27,005 cr	0.80%	Low
DSP Large & Mid Cap Fund Direct Plan Growth	686.890	3.22%	15,780 cr	0.65%	Average
HSBC Large and Mid Cap Fund Direct Growth	30.964	16.44%	4,238 cr	0.78%	High