Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund
Aggressive Hybrid Fund As of 2026-06-30
Holdings
125
Well diversified
Top 10 weight
35%
Concentration
Strategy data
N/A
Not reported
Equity
73%
Asset allocation
Portfolio
31Sectors
2Large positions
12.4%Top: Banks
6.1%Cash
Market-cap allocation
Large cap41%
Mid cap13%
Small cap10%
Asset allocation
Equity73%
Debt18%
Cash6%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 73% equity, 18% debt, 6% cash.
- 125 disclosed positions across 31 classified equity sectors.
- Largest equity sector is Banks at 12.4% of the portfolio.
- Top 10 positions account for 35%, 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 Fund244 holdings · 37% top 10
Aditya Birla Sun Life Equity Hybrid '95 Fund165 holdings · 33% top 10
Aditya Birla Sun Life Equity Hybrid '95 Fund157 holdings · 33% top 10
UTI Aggressive Hybrid Fund141 holdings · 31% top 10
HDFC Hybrid Equity Fund136 holdings · 36% top 10
Canara Robeco Equity Hybrid Fund130 holdings · 32% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.4%
7.3%
4.6%
4.3%
4.2%
3.7%
3.7%
3.1%
2.8%
2.6%
2.2%
2.1%
1.8%
1.7%
Other 17 sectors16.9%
1.6%
1.5%
1.5%
1.4%
1.3%
1.3%
1.3%
1.3%
1.2%
0.9%
0.7%
0.7%
0.7%
0.6%
0.4%
0.2%
0.2%