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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

1.75%

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 4.59 12.12 12.06
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
27.0125
Last change
-0.17 (-0.6145%)
Fund Size (AUM)
₹ 7,645.73 Cr
Performance
10.61% (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 12.06
ICICI Pru Equity & Debt Gr 20.68
SBI Equity Hybrid Reg Gr 12.69
Mirae Asset Aggressive Hybrid Reg Gr 12.59
Bandhan Aggr Hyb Fund Reg Gr 14.2
quant Aggressive Hybrid Fund Gr Reg Plan 16.61
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 15.77
ABSL Equity Hybrid95 Reg Gr 11.86
Canara Robeco Equity Hybrid Reg Gr 12.1
Nippon India Aggressive Hybrid Fund Gr Plan 14.96
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