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:
₹ 6,140.48 Cr
Expense Ratio
1.81%
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 | 6.23 | 16.51 | 18.46 |
| 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
28.1762
Last change
0.16 (0.5686%)
Fund Size (AUM)
₹ 6,140.48 Cr
Performance
10.77% (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/- | 7.11 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.61 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.56 |
| 7.10% Central Government Securities 08/04/2034 | 5.15 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.27 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.25 |
| TREPS | 2.84 |
| INFOSYS LIMITED EQ FV RS 5 | 2.31 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.29 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.28 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 27.78 |
| Financial Services | 25.91 |
| Oil, Gas & Consumable Fuels | 7.19 |
| Automobile and Auto Components | 6.01 |
| Fast Moving Consumer Goods | 5.89 |
| Information Technology | 5.8 |
| Healthcare | 4.62 |
| Telecommunication | 3.74 |
| Consumer Durables | 3.0 |
| Capital Goods | 2.46 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 18.46 |
| Bandhan Aggr Hyb Fund Reg Gr | 20.62 |
| DSP Aggressive Hybrid Fund Reg Gr | 19.38 |
| SBI Equity Hybrid Reg Gr | 18.5 |
| ICICI Pru Equity & Debt Gr | 26.49 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 22.14 |
| Edelweiss Aggr Hybrid Reg Gr | 21.84 |
| Edelweiss Aggr Hybrid Plan B Gr | 21.91 |
| UTI Aggressive Hybrid Fund Reg Gr | 22.53 |
| Axis Aggressive Hybrid Reg Gr | 15.61 |