Sundaram Aggressive Hybrid Fund(Formerly Known As Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 0.64
Risk: High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 09-12-1999
Exit Load: Nil
Fund Size:₹7,825.80 Cr
Performance
1Y
Fund-10.68%
Cat. Avg.2.34%
2Y
Fund-7.56%
Cat. Avg.4.03%
3Y
Fund0.00%
Cat. Avg.13.11%
5Y
FundN/A
Cat. Avg.12.18%
10Y
FundN/A
Cat. Avg.12.65%
SI
Fund-1.62%
Cat. Avg.13.07%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57329 | -4.5% | -9.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.11 L. | -7.5% | -7.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.68 L. | -6.9% | -4.8% |
| SI | 07 Jan, 22 | 2.75 L. | 2.64 L. | -4.1% | -1.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 89322 | -10.7% | -10.7% |
| 2Y | 16 Jul, 24 | 1 L. | 85461 | -14.5% | -7.6% |
| 3Y | 17 Jul, 23 | 1 L. | 99505 | -0.5% | -0.2% |
| SI | 03 Jan, 22 | 1 L. | 92867 | -7.1% | -1.6% |
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.