Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 7,645.73 Cr
Expense Ratio
1.75%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF173K01CL8
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)-Growth | 4.65 | 12.72 | 13.55 |
| 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
165.1623
Last change
-0.48 (-0.2916%)
Fund Size (AUM)
₹ 7,645.73 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/- | 7.46 |
| TREPS | 5.9 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.02 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.2 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.83 |
| 7.10% Central Government Securities 08/04/2034 | 3.38 |
| Sundaram Liquid Fund - Direct Growth | 3.27 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.11 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.78 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.71 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.6 |
| Automobile and Auto Components | 7.03 |
| Oil, Gas & Consumable Fuels | 5.42 |
| Fast Moving Consumer Goods | 3.84 |
| Telecommunication | 3.83 |
| Information Technology | 3.68 |
| Construction | 3.11 |
| Capital Goods | 3.0 |
| Healthcare | 2.51 |
| Construction Materials | 2.37 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Gr | 13.55 |
| ICICI Pru Equity & Debt Gr | 21.99 |
| SBI Equity Hybrid Reg Gr | 13.76 |
| Mirae Asset Aggressive Hybrid Reg Gr | 13.61 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 18.28 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 16.97 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.35 |
| ABSL Equity Hybrid95 Reg Gr | 13.05 |
| DSP Aggressive Hybrid Fund Reg Gr | 13.94 |
| UTI Aggressive Hybrid Fund Reg Gr | 17.31 |