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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Portfolio Analysis
- Hybrid
- Aggressive
- High
-
₹158.12
(-0.19%)
Current NAV 29-08-2025
-
-1.49%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 69.59%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 56.47 |
| Mid Cap | 9.76 |
| Small Cap | 4.63 |
| Others | -1.27 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Energy
Industrials
Consumer Defensive
Basic Materials
Technology
Healthcare
Communication Services
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 7.38% | 21.46 | 20.15% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 6.43% | 19.39 | 23.34% |
| Reliance Industries Ltd | Large Cap | Energy (33.78) | 4.94% | 22.71 | -5.51% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.08) | 3.15% | 31 | 20.63% |
| State Bank of India | Large Cap | Financial Services (8.72) | 2.82% | 9.57 | -0.38% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.38% | 26.45 | -0.13% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 1.9% | 28.68 | 29.81% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 1.87% | 29.74 | 14.35% |
| Embassy Office Parks REIT | Real Estate (810.2) | 1.82% | 22.28 | 2.97% | |
| Infosys Ltd | Large Cap | Technology (27.49) | 1.78% | 21.69 | -18.23% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.29) | 1.72% | 32.01 | 1.65% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (73.26) | 1.67% | 65.03 | -17.38% |
| Bajaj Finance Ltd | Financial Services | 1.63% | - | 0% | |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 1.42% | 15.09 | -8.76% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 1.35% | 18.4 | 18.6% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 1.34% | 0 | 0% |
| Shriram Finance Ltd | Financial Services | 1.32% | - | 0% | |
| HCL Technologies Ltd | Large Cap | Technology (27.93) | 1.26% | 23.28 | -16.86% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.04) | 1.23% | 32.36 | 17.98% |
| Cummins India Ltd | Large Cap | Industrials (47.93) | 1.07% | 49.59 | 2.59% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (70.12) | 1.05% | 79.87 | -10.96% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1.04% | 28.3 | 41.05% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 1.03% | 89.64 | 59.83% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (30.31) | 1.03% | 27.17 | -0.2% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.78) | 1.03% | 10.4 | -5.53% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (71.4) | 0.98% | 57.68 | 47.45% |
| Tata Power Co Ltd | Large Cap | Utilities (25.77) | 0.96% | 29.43 | -13.19% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.58) | 0.94% | 45.11 | 5.74% |
| Bharat Electronics Ltd | Large Cap | Industrials (45.26) | 0.86% | 49.1 | 24.73% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.84% | 44.61 | 34.3% |
| BSE Ltd | Mid Cap | Financial Services | 0.8% | - | 0% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (38.91) | 0.77% | 53.92 | 1.97% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.72) | 0.77% | 167.41 | -3.86% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.16) | 0.77% | 0 | 18.25% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.66) | 0.76% | 36.7 | -8.61% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (30.07) | 0.72% | 19.41 | -23.4% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.7% | 0 | 0% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.7% | 167.31 | 197.56% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.68% | 73.31 | 30.06% |
| Home First Finance Co India Ltd --- | Small Cap | Financial Services (16.17) | 0.67% | 0 | 10.02% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 0.65% | 78.04 | 83.42% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (38.66) | 0.64% | 20.47 | -26.89% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.64% | - | 0% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.58) | 0.64% | 53.34 | 55.28% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (33.77) | 0.63% | 31.74 | -20.15% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (56.71) | 0.61% | 71.42 | -0.58% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.17) | 0.59% | 53.46 | 19.59% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.12) | 0.56% | 6.12 | -23.21% |
| Tech Mahindra Ltd | Large Cap | Technology (27.93) | 0.54% | 31.95 | -10.05% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (31.49) | 0.42% | 21.08 | -34.8% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (11.5) | 0.41% | 9.19 | -24.02% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (35.65) | 0.41% | 38.98 | -14.45% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 0.39% | 127.18 | -9.72% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (36.96) | 0.35% | 57.35 | 36.44% |
| Biocon Ltd | Mid Cap | Healthcare (38.91) | 0.31% | 120.66 | -2.18% |
| Ceat Ltd | Small Cap | Consumer Cyclical (31.79) | 0.31% | 29.38 | 12.17% |
| Indegene Ltd | Small Cap | Healthcare | 0.3% | - | 0% |
| GAIL (India) Ltd | Large Cap | Utilities (12.84) | 0.3% | 9.71 | -19.62% |
| Polycab India Ltd | Large Cap | Industrials (47.36) | 0.26% | 48.22 | 5.2% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (117.35) | 0.25% | 85.07 | 26.46% |
| Bank of Baroda | Large Cap | Financial Services (8.72) | 0.22% | 6.36 | -0.83% |
| Grindwell Norton Ltd | Small Cap | Industrials (50.34) | 0.15% | 46.5 | -36.46% |
| JSW Energy Ltd | Large Cap | Utilities (30.44) | 0.09% | 47.96 | 34.9% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (35.65) | 0.09% | 21.31 | 25.98% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.07% | 23.47 | -0.76% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (112.19) | 0.05% | 25.13 | -10.97% |
| NTPC Ltd | Large Cap | Utilities (25.77) | 0.04% | 13.27 | -20% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0.03% | - | 0% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (20.28) | 0.03% | 38.19 | -10.33% |
| Tata Consultancy Services Ltd | Large Cap | Technology (27.93) | 0.02% | 22.65 | -31.62% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (148.9) | 0.01% | 32.16 | 9.22% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.43) | 0.01% | 88.66 | 4.98% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.36) | 0.01% | 16.64 | -17.11% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (47.66) | 0% | 35.5 | -4.88% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (38.91) | 0% | 70.28 | 21.9% |
| REC Ltd | Large Cap | Financial Services (11.39) | 0% | 5.94 | -34.65% |
| Chennai Super Kings Ltd. | 0% | - | 0% | ||
| Roadstar Infra Investment Trust Unit | 0% | - | 0% | ||
| Rec Limited Aug 2025 | -0% | - | 0% | ||
| Future on UltraTech Cement Ltd | -0% | - | 0% | ||
| Future on Divi's Laboratories Ltd | -0% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0% | - | 0% | ||
| Future on Hindustan Aeronautics Ltd Ordinary Shares | -0% | - | 0% | ||
| Future on HCL Technologies Ltd | -0.01% | - | 0% | ||
| Future on Zydus Lifesciences Ltd | -0.01% | - | 0% | ||
| Future on Power Grid Corp Of India Ltd | -0.01% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -0.01% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.01% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.01% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.02% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.02% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.02% | - | 0% | ||
| Future on IDFC First Bank Ltd | -0.03% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.03% | - | 0% | ||
| Future on Asian Paints Ltd | -0.03% | - | 0% | ||
| Future on Bharat Electronics Ltd | -0.03% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.04% | - | 0% | ||
| Future on NTPC Ltd | -0.04% | - | 0% | ||
| Future on Adani Ports & Special Economic Zone Ltd | -0.05% | - | 0% | ||
| Marico Limited Aug 2025 | -0.07% | - | 0% | ||
| Future on Tata Power Co Ltd | -0.07% | - | 0% | ||
| Future on Aditya Birla Capital Ltd | -0.09% | - | 0% | ||
| Future on JSW Energy Ltd | -0.09% | - | 0% | ||
| Future on Bharti Airtel Ltd | -0.14% | - | 0% | ||
| Future on Bank of Baroda | -0.22% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.25% | - | 0% | ||
| Future on Dixon Technologies (India) Ltd | -0.25% | - | 0% | ||
| The Indian Hotels Company Limited Aug 2025 | -0.25% | - | 0% | ||
| Future on Biocon Ltd | -0.31% | - | 0% | ||
| Future on Reliance Industries Ltd | -0.42% | - | 0% | ||
| Future on State Bank of India | -0.53% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.71% | - | 0% | ||
| Future on Multi Commodity Exchange of India Ltd | -0.98% | - | 0% | ||
| Future on HDFC Bank Ltd | -1.28% | - | 0% | ||
| Dabur India Ltd | Large Cap | Consumer Defensive (58.56) | 0% | 50.53 | -20.39% |
| RBL Bank Ltd | Small Cap | Financial Services (19.4) | 0% | 27.58 | 15.2% |
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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.
