Item: Sundaram large and Mid Cap - Direct Plan - Growth Option
Rating: 4
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap - Direct Plan - Growth Option

82.089 (0.181%)

NAV on April 23, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 6,195 cr

Turnover Ratio 24.68%

Expense Ratio 0.73%

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

Returns

Min Investment 100

Buy Now Start SIP

Fund Manager Ravi Gopalakrishnan (Since over 2 years) Ashish Aggarwal (Since over 2 years)

ISIN INF903J01PR9

Fund Family Sundaram

P/E Ratio 24.14

P/B Ratio 3.87

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 27.19%

Industrial 16.44%

Technology 9.32%

Basic Materials 5.53%

Consumer Cyclical 15.27%

Utilities Services 1.94%

Healthcare Services 9.77%

Energy Services 4.50%

Communication Services 2.69%

Consumer Defensive 5.85%

Real Estate 1.50%

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		124.315	65.92%	2,110 cr	0.75%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	28.768	59.08%	3,663 cr	0.49%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	574.974	47.37%	10,812 cr	0.77%	Average
Kotak Equity Opportunities Direct Growth	335.830	45.63%	19,861 cr	0.53%	Low