Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
Category: Hybrid: Aggressive
Launch Date: 02-01-2013
AUM:
₹ 6,664.32 Cr
Expense Ratio
1.8%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF173K01CI4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | -0.23 | 12.48 | 16.02 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
27.9225
Last change
0.09 (0.3388%)
Fund Size (AUM)
₹ 6,664.32 Cr
Performance
10.73% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Fund Manager
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.57 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.13 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.75 |
| 7.10% Central Government Securities 08/04/2034 | 4.61 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.6 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.8 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.79 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.54 |
| Embassy Office Parks (REIT) | 1.97 |
| Bajaj Finance Limited | 1.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.72 |
| Oil, Gas & Consumable Fuels | 6.0 |
| Automobile and Auto Components | 5.68 |
| Fast Moving Consumer Goods | 5.04 |
| Healthcare | 4.13 |
| Telecommunication | 3.98 |
| Information Technology | 3.63 |
| Capital Goods | 2.99 |
| Construction | 2.54 |
| Construction Materials | 2.47 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 16.02 |
| SBI Equity Hybrid Reg Gr | 16.5 |
| ICICI Pru Equity & Debt Gr | 25.51 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.82 |
| PGIM India Aggr Hybrid Equity Fund Gr | 13.81 |
| DSP Aggressive Hybrid Fund Reg Gr | 17.13 |
| HSBC Aggressive Hybrid Fund Reg Gr | 16.31 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19.85 |
| Edelweiss Aggr Hybrid Reg Gr | 19.84 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.9 |