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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Category: Hybrid: Aggressive Launch Date: 01-01-2013
AUM:

₹ 8,484.02 Cr

Expense Ratio

1.99%

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

ISIN

INF173K01CL8

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)-Growth -3.71 9.55 9.09
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
153.9919
Last change
0.06 (0.0366%)
Fund Size (AUM)
₹ 8,484.02 Cr
Performance
10.25% (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 Gr 9.09