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:
₹ 6,583.34 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 | 2.61 | 12.14 | 16.07 |
| 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
27.5979
Last change
0.03 (0.1123%)
Fund Size (AUM)
₹ 6,583.34 Cr
Performance
10.69% (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/- | 7.38 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.43 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.94 |
| 7.10% Central Government Securities 08/04/2034 | 4.75 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.15 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.82 |
| TREPS | 2.8 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.38 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 1.9 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 1.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.8 |
| Oil, Gas & Consumable Fuels | 6.27 |
| Automobile and Auto Components | 5.66 |
| Fast Moving Consumer Goods | 5.22 |
| Healthcare | 4.13 |
| Information Technology | 3.6 |
| Telecommunication | 3.56 |
| Consumer Durables | 2.98 |
| Construction Materials | 2.42 |
| Capital Goods | 2.34 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 16.07 |
| SBI Equity Hybrid Reg Gr | 16.21 |
| Bandhan Aggr Hyb Fund Reg Gr | 18.16 |
| PGIM India Aggr Hybrid Equity Fund Gr | 14.15 |
| DSP Aggressive Hybrid Fund Reg Gr | 17.28 |
| ICICI Pru Equity & Debt Gr | 24.64 |
| Invesco India Aggressive Hybrid Reg Gr | 16.31 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.75 |
| Edelweiss Aggr Hybrid Reg Gr | 19.69 |
| Kotak Aggressive Hybrid Fund Reg Gr | 19.72 |