Category: Hybrid: Aggressive
Launch Date: 02-01-2013
Riskometer: High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
1.78% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
7,332.62 Cr As on (31-10-2025)
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 8.82 | 0.88 | 1.89 | 0.75 | 7.21 | 7.17 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.83 |
| Automobile and Auto Components | 5.86 |
| Oil, Gas & Consumable Fuels | 5.28 |
| Fast Moving Consumer Goods | 4.17 |
| Telecommunication | 3.76 |
| Capital Goods | 3.14 |
| Construction | 3.11 |
| Healthcare | 3.0 |
| Information Technology | 2.91 |
| Construction Materials | 2.63 |
| Company | Holdings (%) |
|---|---|
| TREPS | 10.39 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.22 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.9 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.0 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.76 |
| 7.10% Central Government Securities 08/04/2034 | 3.52 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.11 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.66 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.52 |
| Embassy Office Parks (REIT) | 1.98 |