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

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

30.670 (-0.635%)

NAV on July 16, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,991 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

Fund Manager Madanagopal Ramu (Since 4 months) Shalav Saket (Since 7 months)

ISIN

Fund Family Sundaram

P/E Ratio 27.19

P/B Ratio 4.60

Launch Date February 27, 2007

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.77%

Industrial 23.75%

Technology 9.48%

Basic Materials 6.27%

Consumer Cyclical 12.82%

Utilities Services 0.0%

Healthcare Services 2.54%

Energy Services 2.04%

Communication Services 4.76%

Consumer Defensive 6.77%

Real Estate 3.79%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	131.660	8.71%	11,164 cr	0.54%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	39.566	6.59%	18,413 cr	0.90%	High
Bandhan Large & Mid Cap Fund Direct Plan Growth	164.884	4.93%	18,783 cr	0.44%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1168.360	3.92%	30,971 cr	0.67%	Below Average
Kotak Large & Midcap Direct Growth	411.100	3.89%	31,263 cr	0.57%	Average
HSBC Large and Mid Cap Fund Direct Growth	32.362	10.89%	5,344 cr	0.66%	Above Average
DSP Large & Mid Cap Fund Direct Plan Growth	704.096	0.59%	17,906 cr	0.53%	Average