Sundaram Mutual Fund

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

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

1Y
Fund-6.35%
Cat. Avg.-2.50%
2Y
Fund-2.80%
Cat. Avg.-0.41%
3Y
Fund6.93%
Cat. Avg.9.10%
5Y
FundN/A
Cat. Avg.7.85%
10Y
FundN/A
Cat. Avg.10.66%
SI
Fund6.58%
Cat. Avg.10.68%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ICICI Bank Ltd451.155.04%
2HDFC Bank Ltd446.464.99%
3TREPS389.354.35%
4Reliance Industries Ltd334.403.74%
5Larsen & Toubro Ltd325.993.64%
6Bharti Airtel Ltd287.813.21%
76.48% Central Government Securities 06/10/2035283.553.17%
8Mahindra & Mahindra Ltd208.412.33%
9Kotak Mahindra Bank Ltd205.872.30%
10Bajaj Finance Ltd195.222.18%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000057846-3.6%-7.4%
2Y07 Nov, 241.20 L.1.17 L.-2.8%-2.9%
3Y07 Nov, 231.80 L.1.81 L.+0.4%+0.3%
SI07 Jan, 222.90 L.3.30 L.+13.7%+5.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.93652-6.3%-6.4%
2Y16 Oct, 241 L.94472-5.5%-2.8%
3Y16 Oct, 231 L.1.22 L.+22.3%+6.9%
SI03 Jan, 221 L.1.36 L.+35.7%+6.6%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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%
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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹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.

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