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:
₹ 7,653 Cr
Expense Ratio
1.76%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF173K01CI4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 1.62 | 11.53 | 10.66 |
| 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
25.2976
Last change
-0.12 (-0.4767%)
Fund Size (AUM)
₹ 7,653 Cr
Performance
10.36% (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
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.28 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.12 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.46 |
| TREPS | 4.27 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.76 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.52 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.71 |
| Sundaram Liquid Fund - Direct Growth | 2.62 |
| 6.48% Government of India | 2.57 |
| Kotak Mahindra Bank Limited | 2.4 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.32 |
| Automobile and Auto Components | 7.01 |
| Information Technology | 6.69 |
| Oil, Gas & Consumable Fuels | 5.75 |
| Telecommunication | 3.76 |
| Capital Goods | 3.57 |
| Construction | 3.52 |
| Fast Moving Consumer Goods | 2.8 |
| Healthcare | 2.04 |
| Construction Materials | 1.83 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 10.66 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 17.45 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 14.12 |
| HSBC Aggressive Hybrid Fund Reg Gr | 11.64 |
| Bandhan Aggr Hyb Fund Reg Gr | 13.21 |
| Kotak Aggressive Hybrid Fund Reg Gr | 13.38 |
| Navi Aggressive Hybrid Reg Gr | 11.31 |
| Mirae Asset Aggressive Hybrid Reg Gr | 11.5 |
| SBI Equity Hybrid Reg Gr | 11.99 |
| ICICI Pru Equity & Debt Gr | 17.84 |