Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund)- Monthly Income Distribution Cum Capital Withdrawal
Expense Ratio: 1.75
Risk: High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 09-12-1999
Exit Load: Nil
Fund Size:₹7,825.80 Cr
Performance
1Y
Fund-12.51%
Cat. Avg.1.14%
2Y
Fund-9.39%
Cat. Avg.2.83%
3Y
Fund-1.93%
Cat. Avg.11.81%
5Y
FundN/A
Cat. Avg.10.93%
10Y
FundN/A
Cat. Avg.11.50%
SI
Fund-3.39%
Cat. Avg.11.23%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 480.47 | 6.26% |
| 2 | ICICI Bank Ltd | 392.12 | 5.11% |
| 3 | Reliance Industries Ltd | 341.06 | 4.45% |
| 4 | TREPS | 326.73 | 4.26% |
| 5 | Bharti Airtel Ltd | 287.45 | 3.75% |
| 6 | Larsen & Toubro Ltd | 269.54 | 3.51% |
| 7 | Mahindra & Mahindra Ltd | 207.56 | 2.71% |
| 8 | Sundaram Liquid Fund - Direct Growth | 200.14 | 2.61% |
| 9 | 6.48% Central Government Securities 06/10/2035* | 196.45 | 2.56% |
| 10 | Kotak Mahindra Bank Ltd | 183.80 | 2.40% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 56806 | -5.3% | -10.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.09 L. | -9.3% | -9.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.63 L. | -9.6% | -6.7% |
| SI | 07 Jan, 22 | 2.75 L. | 2.52 L. | -8.3% | -3.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 87492 | -12.5% | -12.5% |
| 2Y | 16 Jul, 24 | 1 L. | 82095 | -17.9% | -9.4% |
| 3Y | 17 Jul, 23 | 1 L. | 93852 | -6.1% | -2.1% |
| SI | 03 Jan, 22 | 1 L. | 85537 | -14.5% | -3.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.