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:
₹ 4,643.67 Cr
Expense Ratio
1.85%
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, Bharath S., Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 27.53 | 14.24 | 14.26 |
| 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
29.407
Last change
0.15 (0.5128%)
Fund Size (AUM)
₹ 4,643.67 Cr
Performance
10.96% (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, Bharath S., Sandeep Agarwal
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Reliance Industries Ltd. | 5.05 |
| 7.18% GOI 14/08/2033 | 4.43 |
| HDFC Bank Ltd. | 4.29 |
| ICICI Bank Ltd. | 4.1 |
| Bharti Airtel Ltd. | 2.96 |
| Larsen & Toubro Ltd. | 2.51 |
| Infosys Ltd. | 2.48 |
| Others | 2.27 |
| Sundaram Liquid Direct-Growth | 2.17 |
| Kalyan Jewellers India Ltd. | 2.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 31.24 |
| Sovereign | 9.22 |
| Energy | 8.71 |
| Automobile | 7.32 |
| Healthcare | 5.4 |
| Services | 4.9 |
| Technology | 4.84 |
| Consumer Staples | 4.65 |
| Others | 3.77 |
| Construction | 3.05 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 14.26 |
| JM Aggressive Hybrid Gr | 24.04 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 24.55 |
| Quant Absolute Fund Gr | 25.46 |
| ICICI Pru Equity & Debt Gr | 21.16 |
| Invesco India Aggressive Hybrid Reg Gr | 14.94 |
| HSBC Aggressive Hybrid Fund Reg Gr | 14.95 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.82 |
| Edelweiss Aggr Hybrid Reg Gr | 17.75 |