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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Portfolio Analysis
- Hybrid
- Aggressive
- High
-
₹162.92
(0.06%)
Current NAV 08-07-2025
-
5.2%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 68.5%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 56.46 |
| Mid Cap | 9.16 |
| Small Cap | 5.13 |
| Others | -2.25 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Energy
Technology
Consumer Defensive
Industrials
Healthcare
Communication Services
Basic Materials
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Jul-2025 |
Holdings | PE Ratio 08-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.48) | 7.11% | 21.66 | 22.33% |
| Reliance Industries Ltd | Large Cap | Energy (37.44) | 5.61% | 29.88 | -3.94% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.48) | 5.56% | 20.16 | 16.77% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.76) | 3.27% | 35.11 | 41.56% |
| State Bank of India | Large Cap | Financial Services (8.95) | 3.25% | 9.35 | -5.12% |
| Infosys Ltd | Large Cap | Technology (30.62) | 2.31% | 25.5 | -1.34% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.29% | 26.45 | -0.13% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.28% | 28.68 | 29.81% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 1.86% | 30.83 | 12.43% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.79) | 1.86% | 33.77 | -0.55% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (76.09) | 1.69% | 83.85 | 17.37% |
| Shriram Finance Ltd | Financial Services | 1.43% | - | 0% | |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.85) | 1.31% | 104.08 | 66.16% |
| HCL Technologies Ltd | Large Cap | Technology (30.62) | 1.3% | 26.59 | 11.14% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.62) | 1.26% | 25.4 | -14.28% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 1.25% | 34.86 | 28% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (37.44) | 1.24% | 11.55 | 18.53% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.24% | 0 | 0% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 1.23% | 18.4 | 18.6% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 1.19% | 0 | 0% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.43) | 1.17% | 36.72 | 7.51% |
| ITC Ltd | Large Cap | Consumer Defensive (14.83) | 1.14% | 15.12 | -0.92% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (72.56) | 1.08% | 85.72 | -1.41% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (31.12) | 1.08% | 27.58 | 4.29% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.91% | 57.92 | -8.63% |
| Ceat Ltd | Small Cap | Consumer Cyclical (33.47) | 0.86% | 32.44 | 43.14% |
| Cummins India Ltd | Large Cap | Industrials (42.6) | 0.86% | 47.66 | -16.78% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.83% | 44.61 | 34.3% |
| Tata Power Co Ltd | Large Cap | Utilities (26.71) | 0.81% | 32.3 | -8.7% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (37.38) | 0.81% | 43.33 | 9.47% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.13) | 0.8% | 47.2 | 2.72% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (71.34) | 0.76% | 215.75 | 19.81% |
| Bharat Electronics Ltd | Large Cap | Industrials (53.47) | 0.76% | 57.31 | 28.78% |
| Home First Finance Co India Ltd --- | Small Cap | Financial Services (17.76) | 0.76% | 0 | 30.85% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (31.13) | 0.73% | 31.8 | -12.45% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.71% | 23.47 | -0.76% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.7% | 73.31 | 30.06% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.43) | 0.68% | 50.27 | 17.68% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.55) | 0.67% | 0 | 27.9% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (39.43) | 0.66% | 21.51 | -14.91% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.62% | 167.31 | 197.56% |
| Tech Mahindra Ltd | Large Cap | Technology (30.62) | 0.62% | 37.68 | 11.53% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.82) | 0.57% | 76.92 | 73.14% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.13) | 0.57% | 56.53 | 49.25% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.53% | - | 0% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (29.5) | 0.48% | 18.68 | -42.73% |
| Grindwell Norton Ltd | Small Cap | Industrials (55.32) | 0.47% | 52.67 | -37.98% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (13.78) | 0.47% | 10.85 | 5.86% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (36.21) | 0.38% | 56.72 | 38.09% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (71.34) | 0.38% | 55.24 | 21.59% |
| Polycab India Ltd | Large Cap | Industrials (47.13) | 0.37% | 50.22 | 2.97% |
| NTPC Ltd | Large Cap | Utilities (26.87) | 0.35% | 14.21 | -9.08% |
| GAIL (India) Ltd | Large Cap | Utilities (12.85) | 0.34% | 9.89 | -12.52% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.31% | 0 | 0% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.3% | 40.82 | 136.49% |
| RBL Bank Ltd | Small Cap | Financial Services (20.48) | 0.07% | 21.24 | -1.48% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (20.48) | 0.03% | 38.33 | -2.52% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (157.75) | 0.01% | 36.32 | 28.62% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.51) | 0.01% | 94.76 | 28.25% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (29.09) | 0.01% | 17.87 | -12.14% |
| Biocon Ltd | Mid Cap | Healthcare (39.43) | 0.01% | 48.75 | 0.76% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (52.85) | 0% | 40 | -11.14% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.49) | 0% | 83.38 | 48.69% |
| Dabur India Ltd | Large Cap | Consumer Defensive (58.55) | 0% | 51.54 | -17.55% |
| Chennai Super Kings Ltd. | 0% | - | 0% | ||
| REC Ltd | Large Cap | Financial Services (12.05) | 0% | 6.56 | -34.93% |
| Roadstar Infra Investment Trust Unit | 0% | - | 0% | ||
| Rec Limited Jun 2025 | -0% | - | 0% | ||
| Future on UltraTech Cement Ltd | -0% | - | 0% | ||
| Future on Dabur India 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 Biocon Ltd | -0.01% | - | 0% | ||
| Future on HCL Technologies Ltd | -0.01% | - | 0% | ||
| Future on Zydus Lifesciences Ltd | -0.01% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -0.01% | - | 0% | ||
| Future on Power Grid Corp Of India Ltd | -0.01% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.01% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.01% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.01% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.02% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.02% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.03% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.03% | - | 0% | ||
| Future on IDFC First Bank Ltd | -0.03% | - | 0% | ||
| Future on Bharat Electronics Ltd | -0.03% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -0.03% | - | 0% | ||
| Future on NTPC Ltd | -0.05% | - | 0% | ||
| Future on RBL Bank Ltd | -0.07% | - | 0% | ||
| Future on Bharti Airtel Ltd | -0.14% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.28% | - | 0% | ||
| Infosys Limited Jun 2025 | -0.28% | - | 0% | ||
| Future on State Bank of India | -0.46% | - | 0% | ||
| Future on Reliance Industries Ltd | -0.47% | - | 0% | ||
| Future on HDFC Bank Ltd | -1.68% | - | 0% | ||
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.59) | 0% | 72.09 | 3.66% |
| Delhivery Ltd | Small Cap | Industrials (43.93) | 0% | 188.39 | 3.68% |
| Finolex Industries Ltd | Small Cap | Industrials (39.18) | 0% | 15.93 | -36.46% |
| Coal India Ltd | Large Cap | Energy (12.15) | 0% | 6.67 | -22.42% |
| Coforge Ltd | Mid Cap | Technology (29.76) | 0% | 69.96 | 69.18% |
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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.
