Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 70.05%Others: 29.95%
Market Cap
Large Cap: 57.36%Mid Cap: 9.57%Small Cap: 4.01%
Number of stocks
126
Top 10 Holdings
71.91% of portfolio
Market Cap of Equity
Large Cap
57.3635%
Equity
-0.8925%
Mid Cap
9.5671%
Small Cap
4.0091%
Companies Allocation of Equity
HDFC Bank Ltd14.67%
ICICI Bank Ltd11.45%
Reliance Industries Ltd9.23%
Bharti Airtel Ltd7.90%
State Bank of India5.97%
Kotak Mahindra Bank Ltd5.46%
Larsen & Toubro Ltd4.97%
Bajaj Finance Ltd4.20%
Embassy Office Parks REIT4.12%
Mahindra & Mahindra Ltd3.95%
Sector Allocation of Equity
Financial Services30.26%
Energy5.68%
Communication Services4.19%
Industrials7.99%
Real Estate2.61%
Consumer Cyclical8.09%
Consumer Defensive4.30%
Technology3.46%
Basic Materials4.49%
Utilities1.18%
Healthcare4.05%
Equity-6.27%
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.