Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.44 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

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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 0.36 2.68 3.17 12.11 13.79 11.44
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 3.17 12.11 13.79 1.75 7,655.04
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 9.17 13.72 14.01 1.38 82,958.16
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 10.34 18.91 22.09 1.53 49,222.51
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 3.30 13.09 13.45 1.72 11,450.59
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Jul 29, 2015 5.53 13.14 13.72 1.72 9,493.99
Kotak Aggressive Hybrid Fund - Growth Nov 03, 2014 0.92 14.27 15.94 1.73 8,462.16

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

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

  • Sundaram Liquid Fund - Direct Growth

  • Larsen & Toubro Ltd

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finance Ltd

  • Embassy Office Parks (REIT)

  • HCL Technologies Ltd

  • State Bank of India

  • Coromandel International Ltd

  • Hindustan UniLever Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Cummins India Ltd

  • Bharat Electronics Ltd

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

  • Cholamandalam Investment and Finance Company Ltd

  • Interglobe Aviation Ltd

  • Infosys Ltd

  • Jubilant Foodworks Ltd

  • BSE Ltd

  • Power Finance Corporation Ltd

  • TATA Consumer Products Ltd

  • PB Fintech Ltd

  • Bharat Petroleum Corporation Ltd

  • Ultratech Cement Ltd

  • Amara Raja Energy & Mobility Ltd

  • TVS Motor Company Ltd

  • Maruti Suzuki India Ltd

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

  • Mankind Pharma Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bajaj Auto Ltd

  • TATA Power Company Ltd

  • Amber Enterprises India Ltd DEC-2025

  • UNO Minda Ltd

  • JK Cement Ltd

  • Home First Finance Company Ltd

  • CRISIL Ltd

  • Grasim Industries Ltd

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

  • 6.79% Central Government Securities 07/10/2034

  • Kotak Mahindra Bank Ltd - 05/12/2025

  • 6.48% Central Government Securities 06/10/2035

  • United Spirits Ltd

  • Prudent Corporate Advisory Services Ltd

  • Pidilite Industries Ltd

  • Prestige Estates Projects Ltd

  • Billionbrains Garage Ventures Ltd

  • Varun Beverages Ltd

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

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

  • SBI Life Insurance Company Ltd

  • Indegene Limited

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

  • Fortis Health Care Ltd

  • 7.18% Government Securities - 24/07/2037

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

  • Tech Mahindra Ltd

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

  • Cholamandalam Investment & Finance Company Ltd DEC-2025

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

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

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

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

  • 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 - 7.79% - 14/05/2027**

  • REC LTD - 7.56% - 31/08/2027**

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

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

  • State Bank of India - 6.93% - 20/10/2035**

  • 7.30% Government Securities - 19/06/2053

  • 7.34% Central Government Securities 22/04/2064

  • Coforge Ltd

  • The Indian Hotels Company Ltd

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

  • Bajaj Finance Ltd - 7.87% - 08/02/2034**

  • REC LTD - 7.34% - 30/04/2030**

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

  • GAIL (India) Ltd

  • Polycab India Ltd

  • Amber Enterprises India 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**

  • Power Grid Corporation of India Ltd - 7.35% - 12/03/2034**

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

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

  • 7.11% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

  • 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**

  • 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

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

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

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

  • REC LTD - 7.51% - 31/07/2026**

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

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

  • REC LTD - 7.44% - 30/04/2026**

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

  • Export Import Bank of India - 30/12/2025**

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

  • Axis Bank Ltd - 04/02/2026**

  • Chennai Super Kings Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Telecommunication - Service Provider

  • IT - Software

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Engineering - Construction

  • Finance - Others

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Fintech

  • Fertilizers

  • Household & Personal Products

  • Diesel Engines

  • Defence

  • Airlines

  • Finance Term Lending

  • Tea/Coffee

  • Batteries

  • Power Generation/Distribution

  • Auto Ancillary

  • Finance - Housing

  • Ratings

  • Diversified

  • Breweries & Distilleries

  • Chemicals

  • Construction - Real Estate

  • Business Support

  • Insurance

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Gas Transmission/Marketing

  • Cable

  • Air Conditioners

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • CRISIL-AAA

  • Derivatives

  • 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 ₹7,655.04 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 ₹0.73(0.44%)yesterday to ₹165.7118.

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