Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 70.81%Others: 29.19%
Market Cap
Large Cap: 49.52%Others: 9.77%Mid Cap: 7.83%Small Cap: 3.69%
Number of stocks
124
Top 10 Holdings
34.24% of portfolio
Market Cap of Equity
Large Cap
49.52%
Others
9.77%
Mid Cap
7.83%
Small Cap
3.69%
Companies Allocation of Equity
HDFC Bank Ltd6.28%
ICICI Bank Ltd5.12%
Reliance Industries Ltd4.46%
Bharti Airtel Ltd3.76%
Larsen & Toubro Ltd3.52%
Mahindra & Mahindra Ltd2.71%
Kotak Mahindra Bank Ltd2.40%
Infosys Ltd2.12%
Bajaj Finance Ltd2.02%
HCL Technologies Ltd1.85%
Sector Allocation of Equity
Financial Services23.32%
Energy4.85%
Communication Services3.76%
Industrials8.88%
Consumer Cyclical9.06%
Technology6.69%
Consumer Defensive2.81%
Basic Materials4.54%
Utilities2.31%
Real Estate2.54%
Healthcare2.04%
Equity0.00%
SIP Amount
Monthly SIP Date
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
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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.