Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Holdings
118
Well diversified
Top 10 weight
34%
Concentration
Strategy data
N/A
Not reported
Equity
74%
Asset allocation
Portfolio
30Sectors
1Large positions
12.0%Top: Banks
0.0%Cash
Market-cap allocation
Large cap39%
Mid cap14%
Small cap12%
Asset allocation
Equity74%
Debt17%
Top holdings
ICICI Bank LtdEQUITY
5.1%HDFC Bank LtdEQUITY
4.6%Bharti Airtel LtdEQUITY
3.4%Larsen & Toubro LtdEQUITY
3.4%Cash and Other Net Current AssetsDERIVATIVE
3.3%Reliance Industries LtdEQUITY
3.2%Mahindra & Mahindra LtdEQUITY
2.7%TREPSDERIVATIVE
2.7%2.4%
Kotak Mahindra Bank LtdEQUITY
2.2%Coforge LtdEQUITY
1.8%Bajaj Finserv LtdEQUITY
1.7%1.6%
PB Fintech LtdEQUITY
1.6%Tata Steel LtdEQUITY
1.6%TVS Motor Company LtdEQUITY
1.4%1.4%
Fractal Analytics LtdEQUITY
1.4%Cummins India LtdEQUITY
1.4%1.4%
1.3%
1.3%
Embassy Office Parks (REIT)REIT_INVIT
1.2%1.2%
1.2%
Bharat Electronics LtdEQUITY
1.1%1.1%
Aster DM Healthcare LtdEQUITY
1.0%Ultratech Cement LtdEQUITY
1.00%UNO Minda LtdEQUITY
0.97%Delhivery LtdEQUITY
0.93%0.92%
CCL Products (India) LtdEQUITY
0.90%0.87%
Mankind Pharma LtdEQUITY
0.85%Bajaj Auto LtdEQUITY
0.82%0.81%
0.80%
Granules India LtdEQUITY
0.79%Interglobe Aviation LtdEQUITY
0.79%CRISIL LtdEQUITY
0.77%0.72%
Alkem Laboratories LtdEQUITY
0.71%Affle (India) LtdEQUITY
0.71%MTAR Technologies LtdEQUITY
0.71%JK Cement LtdEQUITY
0.70%Force Motors LtdEQUITY
0.69%Poonawalla Fincorp LtdEQUITY
0.68%0.67%
Brookfield India Real Estate Trust REITREIT_INVIT
0.64%Indegene LimitedEQUITY
0.58%0.54%
0.53%
GAIL (India) LtdEQUITY
0.48%TD Power Systems LtdEQUITY
0.39%0.38%
0.38%
Ashok Leyland LtdEQUITY
0.37%0.33%
0.27%
0.27%
0.22%
0.16%
0.16%
AI Smart summary
Portfolio read
- 74% equity, 17% debt.
- 118 disclosed positions across 30 classified equity sectors.
- Largest equity sector is Banks at 12.0% of the portfolio.
- Top 10 positions account for 34%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Aggressive Hybrid Fund.
ICICI Prudential Equity & Debt Fund249 holdings · 37% top 10 · 59% AS
Aditya Birla Sun Life Equity Hybrid '95 Fund164 holdings · 32% top 10
Mirae Asset Aggressive Hybrid Fund148 holdings · 32% top 10 · 55% AS
HDFC Hybrid Equity Fund137 holdings · 36% top 10 · 65% AS
Canara Robeco Equity Hybrid Fund135 holdings · 30% top 10 · 56% AS
UTI Aggressive Hybrid Fund134 holdings · 34% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.0%
5.7%
5.7%
4.8%
4.4%
3.5%
3.4%
3.4%
3.2%
2.9%
2.4%
2.0%
1.9%
1.7%
Other 16 sectors17.3%
1.7%
1.6%
1.6%
1.5%
1.4%
1.4%
1.4%
1.3%
1.3%
1.1%
0.8%
0.7%
0.5%
0.5%
0.4%
0.2%