Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.75 %Nav, as on 18-03-2026

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  • Net Change on 18-03-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth -6.71 -6.71 4.48 11.90 10.25 10.99
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Jan 14, 2000 4.48 11.90 10.25 1.78 8,141.79
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 8.34 14.25 11.13 1.38 82,317.65
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 9.66 17.89 17.90 1.52 50,205.35
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 3.51 9.85 10.49 1.69 23,810.70
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 3.75 14.72 10.98 1.72 11,928.12
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 7.46 12.88 10.53 1.72 11,267.55

Fund Holdings as on 28-February-2026

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • 6.48% Central Government Securities 06/10/2035

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finance Ltd

  • State Bank of India

  • Infosys Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Bharat Electronics Ltd

  • HCL Technologies Ltd

  • 7.10% Central Government Securities 08/04/2034*

  • Hindustan UniLever Ltd

  • Cummins India Ltd

  • Coromandel International Ltd

  • Power Finance Corporation Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • PB Fintech Ltd

  • Embassy Office Parks (REIT)

  • TVS Motor Company Ltd

  • Amber Enterprises India Ltd

  • Bharat Petroleum Corporation Ltd

  • Jubilant Foodworks Ltd

  • Ultratech Cement Ltd

  • Interglobe Aviation Ltd

  • National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028**

  • Fractal Analytics Ltd

  • TATA Consumer Products Ltd

  • Amara Raja Energy & Mobility Ltd

  • TATA Power Company Ltd

  • Mankind Pharma Ltd

  • Coforge Ltd

  • Maruti Suzuki India Ltd

  • Brookfield India Real Estate Trust REIT

  • Bajaj Auto Ltd

  • JK Cement Ltd

  • Sun Pharmaceutical Industries Ltd

  • UNO Minda Ltd

  • Home First Finance Company Ltd

  • Indian Bank - 05/06/2026**

  • CRISIL Ltd

  • 7.23% Central Government Securities 15/04/2039*

  • Axis Bank Ltd - 04/03/2026**

  • Punjab National Bank - 13/03/2026**

  • Billionbrains Garage Ventures Ltd

  • National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028

  • Prudent Corporate Advisory Services Ltd

  • Indraprastha Gas Ltd

  • GAIL (India) Ltd

  • Prestige Estates Projects Ltd

  • Indegene Limited

  • Trent Ltd

  • Bharti Telecom Ltd - 7.4% - 01/02/2029**

  • National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028**

  • Hindustan Aeronautics Ltd

  • 7.18% Government Securities - 24/07/2037

  • Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029**

  • Bajaj Finance Ltd - 7.82% - 31/01/2034

  • United Spirits Ltd

  • Cash and Other Net Current Assets^

  • 7.10% Central Government Securities 18/04/2029*

  • Power Finance Corporation Ltd - 7.82% - 06/03/2038**

  • LIC Housing Finance Ltd - 8.025% - 23/03/2033**

  • Bharti Telecom Ltd - 8.65% - 05/11/2027**

  • Power Finance Corporation Ltd - 7.6% - 13/04/2029

  • HDFC Bank Ltd - 7.7% - 16/05/2028**

  • National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028**

  • Small Industries Development Bank of India - 7.47% - 05/09/2029**

  • Small Industries Development Bank of India - 7.79% - 14/05/2027**

  • LIC Housing Finance Ltd - 7.74% - 22/10/2027**

  • REC LTD - 7.56% - 31/08/2027**

  • Muthoot Finance Ltd - 8.05% - 25/11/2027**

  • Shriram Finance Ltd - 8.75% - 15/06/2026**

  • Tech Mahindra Ltd

  • National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029

  • National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029**

  • SBI Cap securities Ltd - 18/03/2026**

  • State Bank of India - 6.93% - 20/10/2035** - Call Dt : 19-Oct-2030

  • 7.30% Government Securities - 19/06/2053

  • 7.34% Central Government Securities 22/04/2064

  • Small Industries Development Bank of India - 03/06/2026**

  • Small Industries Development Bank of India - 18/02/2027**

  • 6.79% Central Government Securities 07/10/2034

  • 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026

  • REC LTD - 7.34% - 30/04/2030

  • Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026**

  • The Indian Hotels Company Ltd

  • Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038**

  • 7.02% Central Government Securities 18/06/2031

  • Power Finance Corporation Ltd - 7.77% - 15/04/2028**

  • Muthoot Finance Ltd - 8.4% - 28/08/2028**

  • 6.22% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

  • Small Industries Development Bank of India - 7.34% - 26/02/2029

  • Power Finance Corporation Ltd - 7.77% - 15/07/2026**

  • Power Finance Corporation Ltd - 6.73% - 15/10/2027**

  • Bajaj Finance Ltd - 7.11% - 10/07/2028**

  • LIC Housing Finance Ltd - 6.17% - 03/09/2026**

  • PNB Housing Finance Ltd - 7.28% - 05/06/2028**

  • Indian Railway Finance Corporation Ltd - 01/12/2035

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • 7.72% Karnataka State Government Securities - 06/12/2035

  • PNB Housing Finance Ltd - 8.15% - 29/07/2027**

  • Small Industries Development Bank of India - 7.68% - 10/08/2027**

  • Can Fin Homes Ltd - 8.09% - 04/01/2027**

  • HDB Financial Services Ltd - 7.84% - 14/07/2026**

  • REC LTD - 7.44% - 30/04/2026**

  • REC LTD - 7.51% - 31/07/2026**

  • HDB Financial Services Ltd - 7.4091% - 05/06/2028**

  • Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027**

  • Power Finance Corporation Ltd - 6.59% - 15/10/2030**

  • Kwality Wall’s (India) Ltd

  • Chennai Super Kings Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Defence

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Fintech

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Diesel Engines

  • Fertilizers

  • Finance Term Lending

  • Air Conditioners

  • Consumer Food

  • Airlines

  • Gas Transmission/Marketing

  • Tea/Coffee

  • Power Generation/Distribution

  • Batteries

  • Auto Ancillary

  • Finance - Housing

  • Ratings

  • Finance - Others

  • Construction - Real Estate

  • Business Support

  • Retailing

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • CRISIL-AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • MFU

  • REITs & InvITs

  • Sovereign

  • Unrated

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About Sundaram Aggressive Hybrid Fund

Scheme Analysis

Sundaram Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 14-Jan-2000 and currently has an AUM of ₹8,141.79 crore. Sundaram Aggressive Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Sundaram Aggressive Hybrid Fund ended up ₹1.15(0.75%)yesterday to ₹154.4177.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Aggressive Hybrid Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156