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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Portfolio Analysis
- Hybrid
- Aggressive
- High
-
₹152.34
(-0%)
Current NAV 31-03-2025
-
7.31%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 69.46%
- Debt 22.94%
- Others 7.6%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 48.5 |
| Mid Cap | 12.09 |
| Small Cap | 7.53 |
| Others | 1.33 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Technology
Industrials
Healthcare
Energy
Consumer Defensive
Communication Services
Basic Materials
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 28-Mar-2025 |
Holdings | PE Ratio 28-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.85) | 4.07% | 20.11 | 26.26% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.85) | 4.06% | 18.96 | 23.05% |
| Reliance Industries Ltd | Large Cap | Energy (16.57) | 4.03% | 24.94 | -14.34% |
| Infosys Ltd | Large Cap | Technology (32.3) | 3.22% | 23.59 | 4.78% |
| Bharti Airtel Ltd | Large Cap | Communication Services (181.87) | 2.99% | 40.81 | 40.84% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.95) | 2.07% | 35.23 | -7.5% |
| State Bank of India | Large Cap | Financial Services (10.42) | 1.99% | 8.68 | 2.52% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.12) | 1.71% | 72.43 | 9.15% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.1) | 1.68% | 36.32 | 6.9% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.63% | 26.45 | -0.13% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 1.52% | 28.68 | 29.81% |
| HCL Technologies Ltd | Large Cap | Technology (32.3) | 1.48% | 25.29 | 3.09% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (86.02) | 1.36% | 109.51 | 96.8% |
| Shriram Finance Ltd | Financial Services | 1.33% | - | 0% | |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.31% | 0 | 0% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 1.22% | 26.78 | 7.67% |
| Ceat Ltd | Small Cap | Consumer Cyclical (24.19) | 1.18% | 24.19 | 7.59% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 1.17% | 18.4 | 18.6% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (16.57) | 1.15% | 8.8 | -7.54% |
| NTPC Ltd | Large Cap | Utilities (22.44) | 1.11% | 15.78 | 6.46% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.04% | 73.31 | 30.06% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.3) | 1.04% | 26.74 | -7.19% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.02% | 44.61 | 34.3% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.02% | 57.92 | -8.63% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.95% | - | 0% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (32.51) | 0.93% | 29.19 | -13.89% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (46.1) | 0.86% | 19.06 | -11.89% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (33.24) | 0.83% | 39.84 | 27.09% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0.82% | - | 0% |
| Indian Bank | Mid Cap | Financial Services (10.42) | 0.81% | 6.91 | 4.14% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (90.81) | 0.81% | 86.41 | -7.2% |
| Tech Mahindra Ltd | Large Cap | Technology (32.3) | 0.78% | 36.96 | 13.09% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.76% | 83.98 | -7.05% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.75% | 167.31 | 197.56% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (89.69) | 0.74% | 118.18 | 47.88% |
| Grasim Industries Ltd | Large Cap | Basic Materials (52.75) | 0.72% | 45.03 | 13.64% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 0.72% | 27.31 | 39.29% |
| Home First Finance Co India Ltd --- | Small Cap | Financial Services (19.67) | 0.67% | 0 | 12.93% |
| Cummins India Ltd | Large Cap | Industrials (42.5) | 0.67% | 41.89 | 0.86% |
| Tata Power Co Ltd | Large Cap | Utilities (22.44) | 0.62% | 31.36 | -4.76% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0.61% | 0 | -4.86% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (72.75) | 0.61% | 65.5 | -26.05% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.61% | 23.47 | -0.76% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 0.59% | 24.94 | -2.35% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (95.81) | 0.59% | 68.55 | 66.35% |
| Bharat Electronics Ltd | Large Cap | Industrials (46.59) | 0.59% | 44.1 | 49.52% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (81.08) | 0.58% | 67.34 | 32.16% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (28.03) | 0.55% | 18.12 | 31.87% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.54% | -10.49 | 85.47% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (42.82) | 0.54% | 56.34 | 20.34% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.53% | 40.82 | 136.49% |
| Union Bank of India | Mid Cap | Financial Services (10.42) | 0.52% | 5.89 | -17.76% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (47.21) | 0.48% | 61.66 | 13.7% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (19.1) | 0.48% | 8.81 | 14.75% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (89.69) | 0.42% | 62.09 | 33.03% |
| Polycab India Ltd | Large Cap | Industrials (40.38) | 0.42% | 41.88 | 1.08% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.4% | 0 | 0% |
| Delhivery Ltd | Small Cap | Industrials (36.41) | 0.4% | 908.93 | -42.86% |
| Finolex Industries Ltd | Small Cap | Industrials (36.94) | 0.4% | 13.95 | -27.04% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (89.69) | 0.39% | 827.5 | -1% |
| Grindwell Norton Ltd | Small Cap | Industrials (50.19) | 0.38% | 51.06 | -10.23% |
| JK Cement Ltd | Mid Cap | Basic Materials (52.75) | 0.38% | 52.75 | 20.57% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.36% | 20.64 | -6.8% |
| GAIL (India) Ltd | Large Cap | Utilities (13.21) | 0.36% | 8.42 | -11.83% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (38.98) | 0.34% | 16.53 | -36.9% |
| Coforge Ltd | Mid Cap | Technology (32.3) | 0.2% | 69.93 | 47.28% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (33.02) | 0.19% | 38.24 | -26.45% |
| Coal India Ltd | Large Cap | Energy (17.95) | 0.17% | 7.13 | -8.14% |
| Chennai Super Kings Ltd. | 0% | - | 0% | ||
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0% | 38.75 | 29.66% |
| Bank of India | Mid Cap | Financial Services (10.42) | 0% | 5.72 | -21.82% |
| Westlife Foodworld Ltd | Small Cap | Consumer Cyclical (89.69) | 0% | 951.51 | -13.61% |
| Hatsun Agro Product Ltd | Small Cap | Consumer Defensive (48.97) | 0% | 0 | -4.76% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 22.94 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 7.1% Govt Stock 2034 | 5.75% | - | 0% | ||
| 7.23% Govt Stock 2039 | 1.9% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.83% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.64% | - | 0% | ||
| 7.18% Govt Stock 2037 | 0.57% | - | 0% | ||
| Cholamandalam Investment And Finance Company Limited | 0.56% | - | 0% | ||
| Bajaj Finance Limited | 0.56% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.48% | - | 0% | ||
| National Bank For Financing Infrastructure And Development | 0.48% | - | 0% | ||
| 7.34% Govt Stock 2064 | 0.48% | - | 0% | ||
| 7.3% Govt Stock 2053 | 0.48% | - | 0% | ||
| LIC Housing Finance Limited | 0.47% | - | 0% | ||
| 7.1% Govt Stock 2029 | 0.47% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.46% | - | 0% | ||
| Power Finance Corp Ltd. 7.6% | 0.46% | - | 0% | ||
| Small Industries Development Bank Of India | 0.46% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.46% | - | 0% | ||
| HDFC Bank Limited | 0.46% | - | 0% | ||
| Shriram Transport Finance Company Limited | 0.46% | - | 0% | ||
| Small Industries Development Bank Of India | 0.46% | - | 0% | ||
| National Bank For Financing Infrastructure And Development | 0.37% | - | 0% | ||
| Bajaj Finance Limited | 0.37% | - | 0% | ||
| Indian Railway Finance Corporation Limited | 0.37% | - | 0% | ||
| Rec Limited | 0.37% | - | 0% | ||
| Cholamandalam Investment And Fin. Co. Ltd | 0.34% | - | 0% | ||
| Indian Railway Finance Corporation Limited | 0.29% | - | 0% | ||
| HDFC Bank Limited | 0.28% | - | 0% | ||
| 7.02% Govt Stock 2031 | 0.28% | - | 0% | ||
| Power Grid Corporation Of India Limited | 0.28% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.28% | - | 0% | ||
| 7.3% Govt Stock 2028 | 0.28% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.28% | - | 0% | ||
| HDFC Bank Limited | 0.28% | - | 0% | ||
| Embassy Office Parks Reit | 0.28% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.28% | - | 0% | ||
| LIC Housing Finance Ltd | 0.27% | - | 0% | ||
| 7.44% Tamil Nadu State Government Securities -20/03/2034 | 0.24% | - | 0% | ||
| Small Industries Development Bank Of India | 0.18% | - | 0% | ||
| PNb Housing Finance Limited | 0.18% | - | 0% | ||
| Rural Electrification Corporation Limited | 0.18% | - | 0% | ||
| Rural Electrification Corporation Limited | 0.18% | - | 0% | ||
| National Housing Bank | 0.18% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 7.6 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Treps | 4.35% | - | 0% | ||
| Sundaram Money Market Dir Gr | 1.87% | - | 0% | ||
| Bank Of Baroda | 0.46% | - | 0% | ||
| HDFC Bank Limited | 0.36% | - | 0% | ||
| Cash And Other Net Current Assets^ | 0.28% | - | 0% | ||
| LIC Housing Finance Ltd | 0.27% | - | 0% | ||
| Sundaram Liquid Dir Gr | 0% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
