₹ 4,579.47 Cr
1.86%
CRISIL Hybrid 35+65 Aggressive Index
INF173K01CL8
100.0
100.0
250
Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath, Sandeep Agarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | 27.49 | 14.75 | 13.64 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Company | Holdings (%) |
---|---|
Reliance Industries Ltd. | 5.13 |
HDFC Bank Ltd. | 4.32 |
ICICI Bank Ltd. | 4.27 |
7.18% GOI 14/08/2033 | 3.9 |
Bharti Airtel Ltd. | 2.89 |
Infosys Ltd. | 2.54 |
Larsen & Toubro Ltd. | 2.49 |
Others | 2.27 |
Kalyan Jewellers India Ltd. | 2.27 |
Sundaram Liquid Direct-Growth | 2.19 |
Sector | Holdings (%) |
---|---|
Financial | 31.36 |
Sovereign | 9.39 |
Energy | 8.85 |
Automobile | 7.02 |
Healthcare | 5.52 |
Services | 5.23 |
Consumer Staples | 4.88 |
Technology | 4.79 |
Others | 3.25 |
Consumer Discretionary | 3.16 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Aggressive Hybrid Fund Gr | 13.64 |
JM Aggressive Hybrid Gr | 19.94 |
Bank of India Mid & Small Cap Equity & Debt Reg Gr | 22.41 |
Quant Absolute Fund Gr | 24.76 |
ICICI Pru Equity & Debt Gr | 20.78 |
Shriram Aggressive Hybrid Equity Gr | 13.19 |
Invesco India Aggressive Hybrid Reg Gr | 14.0 |
HSBC Aggressive Hybrid Fund Reg Gr | 14.08 |
Edelweiss Aggr Hybrid Plan B Gr | 17.24 |
Edelweiss Aggr Hybrid Reg Gr | 17.18 |