Item: Sundaram large and Mid Cap Fund Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap Fund Growth

87.629 (0.502%)

NAV on November 10, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,740 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

Min Investment 100

Fund Manager S. Bharath (Since over 1 year) Ashish Aggarwal (Since almost 4 years)

ISIN INF903J01DT1

Fund Family Sundaram

P/E Ratio 26.16

P/B Ratio 3.90

Launch Date February 27, 2007

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.51%

Industrial 11.1%

Technology 3.79%

Basic Materials 8.85%

Consumer Cyclical 15.98%

Utilities Services 1.75%

Healthcare Services 10.59%

Energy Services 6.91%

Communication Services 6.02%

Consumer Defensive 4.84%

Real Estate 2.67%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	120.970	12.38%	8,441 cr	0.64%	Above Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1166.690	10.23%	24,424 cr	0.78%	Low
Bandhan Large & Mid Cap Fund Direct Plan Growth	162.694	8.95%	11,799 cr	0.56%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	37.716	8.09%	14,870 cr	0.66%	High
Kotak Large & Midcap Direct Growth	401.186	5.43%	28,381 cr	0.53%	Below Average
DSP Large & Mid Cap Fund Direct Plan Growth	704.830	4.79%	15,857 cr	0.63%	Average
HSBC Large and Mid Cap Fund Direct Growth	29.936	3.02%	4,088 cr	0.82%	High