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-11.99%
Cat. Avg.1.17%
2Y
Fund-9.02%
Cat. Avg.2.43%
3Y
Fund-2.34%
Cat. Avg.11.24%
5Y
FundN/A
Cat. Avg.10.60%
10Y
FundN/A
Cat. Avg.11.33%
SI
Fund-3.56%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Ltd | 451.15 | 5.04% |
| 2 | HDFC Bank Ltd | 446.46 | 4.99% |
| 3 | TREPS | 389.35 | 4.35% |
| 4 | Reliance Industries Ltd | 334.40 | 3.74% |
| 5 | Larsen & Toubro Ltd | 325.99 | 3.64% |
| 6 | Bharti Airtel Ltd | 287.81 | 3.21% |
| 7 | 6.48% Central Government Securities 06/10/2035 | 283.55 | 3.17% |
| 8 | Mahindra & Mahindra Ltd | 208.41 | 2.33% |
| 9 | Kotak Mahindra Bank Ltd | 205.87 | 2.30% |
| 10 | Bajaj Finance Ltd | 195.22 | 2.18% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 56310 | -6.2% | -12.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.08 L. | -10.1% | -10.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.61 L. | -10.3% | -7.2% |
| SI | 07 Jan, 22 | 2.75 L. | 2.50 L. | -9.1% | -4.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 87789 | -12.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 82595 | -17.4% | -9.1% |
| 3Y | 20 Jul, 23 | 1 L. | 93156 | -6.8% | -2.3% |
| SI | 03 Jan, 22 | 1 L. | 84790 | -15.2% | -3.6% |
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.