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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Mutual FundAggressive Hybrid FundActiveAs of 2026-07-31

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Holdings

118

Broad portfolio

Top 10 weight

34%

Concentration

Strategy

Active

Portfolio style

Equity

74%

Asset allocation

Portfolio

30Sectors1Large positions12.0%Top: Banks0.0%Cash

Market-cap allocation

Large cap39%

Mid cap14%

Small cap12%

Asset allocation

Equity74%

Top holdings

ICICI Bank LtdEQUITY5.1%

HDFC Bank LtdEQUITY4.6%

Bharti Airtel LtdEQUITY3.4%

Larsen & Toubro LtdEQUITY3.4%

Cash and Other Net Current AssetsDERIVATIVE3.3%

Reliance Industries LtdEQUITY3.2%

6.48% Central Government Securities 06/10/2035*DEBT3.1%

Mahindra & Mahindra LtdEQUITY2.7%

TREPSDERIVATIVE2.7%

Eternal Ltd (Previously Zomato Ltd)EQUITY2.4%

Portfolio insights

Portfolio read

74% equity.
Large-cap exposure is 39%.
Largest equity sector is Banks at 12.0%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Aggressive Hybrid Fund.

Explore comparable funds →

Sector exposure

Showing top sectors from the current portfolio.

Banks12.0%

Finance5.7%

Automobiles5.7%

It - Software4.8%

Telecom - Services4.4%