Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of October 31, 2025
Asset Allocation
Equity: 69.02%Others: 30.98%
Market Cap
Large Cap: 52.48%Equity: 3.91%Mid Cap: 9.23%Small Cap: 3.40%
Number of stocks
122
Top 10 Holdings
67.88% of portfolio
Market Cap of Equity
Large Cap
52.4772%
Equity
3.9140%
Mid Cap
9.2313%
Small Cap
3.3956%
Companies Allocation of Equity
HDFC Bank Ltd14.44%
ICICI Bank Ltd9.80%
Reliance Industries Ltd8.00%
Bharti Airtel Ltd7.53%
Larsen & Toubro Ltd6.23%
Kotak Mahindra Bank Ltd5.32%
Mahindra & Mahindra Ltd5.05%
Embassy Office Parks REIT3.97%
Bajaj Finance Ltd3.86%
State Bank of India3.69%
Sector Allocation of Equity
Financial Services25.83%
Energy5.01%
Communication Services3.76%
Industrials8.40%
Consumer Cyclical7.56%
Real Estate2.59%
Consumer Defensive4.17%
Basic Materials4.69%
Technology2.91%
Utilities1.09%
Healthcare3.00%
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.