Item: Sundaram large and Mid Cap Fund Payout Inc Dist cum Cap Wdrl option
Rating: 2
Author: Morningstar

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

29.504 (-1.451%)

NAV on January 08, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 7,047 cr

Turnover Ratio 47.51%

Expense Ratio 1.81%

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

Returns

Min Investment 100

Financial 30.24%

Industrial 11.55%

Technology 4.96%

Basic Materials 7.75%

Consumer Cyclical 13.91%

Utilities Services 1.73%

Healthcare Services 10.03%

Energy Services 7.21%

Communication Services 5.31%

Consumer Defensive 4.47%

Real Estate 2.84%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1174.740	13.05%	26,939 cr	0.77%	Low
Bandhan Large & Mid Cap Fund Direct Plan Growth	162.148	8.92%	12,784 cr	0.56%	Average
Kotak Large & Midcap Direct Growth	406.056	8.14%	29,961 cr	0.55%	Below Average
Invesco India Large&MidCap Fund Direct Plan Growth	118.950	7.10%	9,406 cr	0.61%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	36.535	-2.22%	15,055 cr	0.69%	High
DSP Large & Mid Cap Fund Direct Plan Growth	720.152	8.62%	17,215 cr	0.61%	Average
HSBC Large and Mid Cap Fund Direct Growth	29.750	-0.29%	4,664 cr	0.81%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
SBI Large & Midcap Fund Direct Growth	715.432	12.40%	37,045 cr	0.73%	Low
Motilal Oswal Large and Midcap Fund Direct Growth	36.535	-2.22%	15,055 cr	0.69%	High

Sundaram large and Mid Cap Fund Payout Inc Dist cum Cap Wdrl option

previously known as Sundaram large and Mid Cap DP until April 01, 2021