Item: Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram large and Mid Cap Direct Plan Reinvestment Inc Dist cum Cap Wdrl option

33.820 (-0.289%)

NAV on May 03, 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 INF903J01PQ1

Fund Family Sundaram

P/E Ratio 24.02

P/B Ratio 4.00

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 26.55%

Industrial 16.99%

Technology 8.54%

Basic Materials 5.53%

Consumer Cyclical 14.78%

Utilities Services 2.22%

Healthcare Services 9.82%

Energy Services 5.29%

Communication Services 2.91%

Consumer Defensive 5.72%

Real Estate 1.64%

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		128.518	65.69%	2,110 cr	0.75%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	29.022	56.88%	3,663 cr	0.49%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	592.482	48.47%	10,812 cr	0.77%	Average
Kotak Equity Opportunities Direct Growth	345.421	45.77%	19,861 cr	0.53%	Low

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HSBC Large and Mid Cap Fund Direct Growth		25.718	50.28%	2,760 cr	0.98%	Average

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		128.518	65.69%	2,110 cr	0.75%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Bandhan Core Equity Fund Direct Plan Growth	133.241	58.54%	4,023 cr	0.74%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	29.022	56.88%	3,663 cr	0.49%	Above Average
HDFC Large and Mid Cap Fund Direct Growth	314.697	49.76%	17,314 cr	0.82%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	950.340	47.23%	12,307 cr	0.77%	Below Average