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

Q: How to check the XIRR of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

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

Fund-1.68%

Cat. Avg.1.17%

Fund1.35%

Cat. Avg.2.43%

Fund8.82%

Cat. Avg.11.24%

FundN/A

Cat. Avg.10.60%

10Y

FundN/A

Cat. Avg.11.33%

Fund7.75%

Cat. Avg.11.21%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		451.15	5.04%
2	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		446.46	4.99%
3	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.42%	389.35	4.35%
4	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		334.40	3.74%
5	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction		325.99	3.64%
6	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		287.81	3.21%
7	6.48% Central Government Securities 06/10/2035	DEBT	G-Sec		Sovereign	6.87%	283.55	3.17%
8	Mahindra & Mahindra Ltd	Equity	Listed	Large Cap	Automobiles		208.41	2.33%
9	Kotak Mahindra Bank Ltd	Equity	Listed	Large Cap	Banks		205.87	2.30%
10	Bajaj Finance Ltd	Equity	Listed	Large Cap	Finance		195.22	2.18%

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Incep: 01-03-2013

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Fund Details

ICICI Prudential NIFTY 50 ETF

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Other ETFsVery High RiskOther

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Aditya Birla Sun Life Small Cap Fund - Growth

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NAV / Fund Size

₹96.07₹4,983.27 Cr

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Fund Details

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Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

Sundaram Mutual Fund

Expense Ratio: 2.17

NAV / Fund Size

₹91.92₹1,585.56 Cr

Incep: 20-03-2006

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

Fund Details

Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

NAV / Fund Size₹91.92₹1,585.56 Cr

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59742	-0.4%	-0.9%
2Y	07 Aug, 24	1.20 L.	1.21 L.	+0.6%	+0.7%
3Y	07 Aug, 23	1.80 L.	1.91 L.	+6.2%	+4.1%
SI	07 Jan, 22	2.75 L.	3.26 L.	+18.6%	+7.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	98077	-1.9%	N/A
2Y	22 Jul, 24	1 L.	1.03 L.	+2.5%	+1.2%
3Y	20 Jul, 23	1 L.	1.29 L.	+28.9%	+8.8%
SI	03 Jan, 22	1 L.	1.40 L.	+40.4%	+7.8%

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.