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

Updated: 30-10-2025 06:14:12 AM

Investment Objective

Sundaram Aggressive Hybrid Fund, formerly known as Principal Hybrid Fund, aims to provide current income and long-term capital appreciation by investing in a portfolio of equity, equity related instruments and fixed income securities.

Investment Strategy

• The fund allocates 65%-80% of the portfolio in equities and 35%-20% in fixed income securities to maintain a well balanced asset allocation strategy.
• The fund follows a diversified equity strategy with a higher allocation to large-cap companies while also making allocations to capture opportunities available in the  mid and small-cap space.
• It aims to build a high-quality fixed income portfolio with a focus on accrual income. It primarily invests in AAA and AA rated bonds to generate yields while maintaining a high quality credit profile.
• It aims to balance market fluctuations by generating steady accrual income to offset uncertain equity returns during market downturns, while in up-markets, the accrual income combines with equity appreciation to generate overall returns.

Who Should Invest

• Investors seeking a hybrid investment instrument, which has the flexibility to benefit from growth opportunities offered by equities and  benefit from regular income generated from fixed income instruments.
• Conservative investors preferring lower volatility than equity funds.
• Those looking for long term capital appreciation and income.