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-16.08%
Cat. Avg.-2.50%
2Y
Fund-12.78%
Cat. Avg.-0.41%
3Y
Fund-3.97%
Cat. Avg.9.10%
5Y
FundN/A
Cat. Avg.7.85%
10Y
FundN/A
Cat. Avg.10.66%
SI
Fund-4.42%
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
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 Nov, 25 | 60000 | 55099 | -8.2% | -16.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.05 L. | -12.3% | -12.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.54 L. | -14.2% | -10.1% |
| SI | 07 Jan, 22 | 2.90 L. | 2.52 L. | -13.1% | -5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 83920 | -16.1% | -16.1% |
| 2Y | 16 Oct, 24 | 1 L. | 76082 | -23.9% | -12.8% |
| 3Y | 16 Oct, 23 | 1 L. | 88551 | -11.4% | -4.0% |
| SI | 03 Jan, 22 | 1 L. | 80542 | -19.5% | -4.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.