Sandbox
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:
₹ 7,846.01 Cr
Expense Ratio
1.75%
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 | 6.33 | 12.55 | 12.1 |
| 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
26.9688
Last change
0.05 (0.168%)
Fund Size (AUM)
₹ 7,846.01 Cr
Performance
10.59% (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 Monthly IDCW | 12.1 |
| ICICI Pru Equity & Debt Gr | 20.29 |
| SBI Equity Hybrid Reg Gr | 12.63 |
| Mirae Asset Aggressive Hybrid Reg Gr | 12.55 |
| Bandhan Aggr Hyb Fund Reg Gr | 14.09 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 15.81 |
| ABSL Equity Hybrid95 Reg Gr | 12.01 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 14.67 |
| UTI Aggressive Hybrid Fund Reg Gr | 15.86 |
| Canara Robeco Equity Hybrid Reg Gr | 12.16 |