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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram large and Mid Cap Fund Growth

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previously known as Sundaram Equity Multiplier Gr until

80.262 (0.764%)
NAV on March 17, 2026
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 6,868 cr
Turnover Ratio 47.51%
Expense Ratio 1.80%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -9.16%
  • 1Y: 7.85%
  • 3M: -7.53%
  • 3Y: 15.44%
  • 6M: -7.39%
  • 5Y: 12.87%
Min Investment 100
ADDITIONAL INFO
Fund Manager S. Bharath (Since over 1 year)
ISIN INF903J01DT1
Fund Family Sundaram
P/E Ratio 18.34
P/B Ratio 3.57
Launch Date February 27, 2007
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha -1.80
Beta 0.97
R-Squared 93.04
Info Ratio -0.75
Tracking Err 3.54
Sortino 1.298
Sharpe 0.831
Std Dev 13.310
Risk Average
SECTOR WEIGHTINGS (%)
Financial 30.51%
Industrial 10.81%
Technology 3.73%
Basic Materials 8.7%
Consumer Cyclical 15.36%
Utilities Services 1.76%
Healthcare Services 10.26%
Energy Services 6.54%
Communication Services 4.82%
Consumer Defensive 4.90%
Real Estate 2.62%
INVESTMENT OBJECTIVE

To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

View Factsheet
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
34.102 15.38% 15,017 cr 0.75% High
Kotak
Kotak Large & Midcap Direct Growth
382.139 13.19% 30,712 cr 0.55% Below Average
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
108.950 12.69% 9,392 cr 0.61% Above Average
Bandhan logo 01
Bandhan Large & Mid Cap Fund Direct Plan Growth
150.721 11.99% 14,780 cr 0.53% Average
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
1081.490 9.56% 28,506 cr 0.79% Low
Dsp
DSP Large & Mid Cap Fund Direct Plan Growth
660.436 7.91% 17,653 cr 0.64% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
28.037 15.62% 4,706 cr 0.79% High
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sbi
SBI Large & Midcap Fund Direct Growth
662.382 12.06% 38,766 cr 0.73% Low


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