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:
₹ 4,579.47 Cr
Expense Ratio
1.86%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF173K01CI4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath, Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 24.07 | 14.52 | 13.4 |
| 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
28.1206
Last change
0.08 (0.3005%)
Fund Size (AUM)
₹ 4,579.47 Cr
Performance
10.76% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund Manager
Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath, Sandeep Agarwal
Riskometer
High
Top 10 Holdings
| 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 Allocation
| 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 |