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:
₹ 8,484.02 Cr
Expense Ratio
1.99%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF173K01CI4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | -3.8 | 9.44 | 9.04 |
| 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
24.2377
Last change
0.01 (0.0367%)
Fund Size (AUM)
₹ 8,484.02 Cr
Performance
10.19% (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
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.09 |
| TREPS | 6.01 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.93 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.36 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.71 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.65 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.5 |
| Kotak Mahindra Bank Limited | 2.39 |
| 6.48% Government of India | 2.39 |
| Bajaj Finance Limited | 2.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 12.7 |
| Automobile and Auto Components | 3.46 |
| Oil, Gas & Consumable Fuels | 3.08 |
| Information Technology | 2.86 |
| Construction | 1.85 |
| Telecommunication | 1.82 |
| Capital Goods | 1.62 |
| Fast Moving Consumer Goods | 1.2 |
| Healthcare | 1.15 |
| Metals & Mining | 1.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 9.04 |