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:
₹ 7,645.73 Cr
Expense Ratio
1.78%
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 | 2.87 | 11.94 | 13.19 |
| 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
27.3996
Last change
-0.1 (-0.3832%)
Fund Size (AUM)
₹ 7,645.73 Cr
Performance
10.66% (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 (%) |
|---|---|
| TREPS | 10.39 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.9 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.0 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.76 |
| 7.10% Central Government Securities 08/04/2034 | 3.52 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.11 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.66 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.52 |
| Embassy Office Parks (REIT) | 1.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.83 |
| Automobile and Auto Components | 5.86 |
| Oil, Gas & Consumable Fuels | 5.28 |
| Fast Moving Consumer Goods | 4.17 |
| Telecommunication | 3.76 |
| Capital Goods | 3.14 |
| Construction | 3.11 |
| Healthcare | 3.0 |
| Information Technology | 2.91 |
| Construction Materials | 2.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 13.19 |
| ICICI Pru Equity & Debt Gr | 21.69 |
| SBI Equity Hybrid Reg Gr | 13.6 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 18.74 |
| Mirae Asset Aggressive Hybrid Reg Gr | 13.4 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 17.0 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.2 |
| ABSL Equity Hybrid95 Reg Gr | 13.13 |
| DSP Aggressive Hybrid Fund Reg Gr | 13.87 |
| Edelweiss Aggr Hybrid Plan B Gr | 16.55 |