Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.29 %Nav, as on 03-10-2025

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  • Net Change on 03-10-2025

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  • Assets (Cr.)

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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 1.08 -0.66 -0.82 13.18 16.03 11.41
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 -0.82 13.18 16.03 1.80 6,679.69
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 6.60 14.34 16.68 1.39 77,255.73
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 4.35 20.37 25.83 1.56 45,168.02
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 1.88 13.62 17.48 1.68 23,995.86
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 1.51 16.49 17.02 1.72 11,332.68
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 0.86 14.46 15.53 1.72 10,946.28

Fund Holdings as on 31-August-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

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

  • Bharti Airtel Ltd

  • State Bank of India

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • Embassy Office Parks (REIT)

  • Bajaj Finance Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • Margin Money For Derivatives

  • Infosys Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Cholamandalam Investment and Finance Company Ltd

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

  • TREPS

  • Cummins India Ltd

  • HCL Technologies Ltd

  • Bharat Electronics Ltd

  • Coromandel International Ltd

  • Interglobe Aviation Ltd

  • Power Finance Corporation Ltd

  • Shriram Finance Ltd

  • Maruti Suzuki India Ltd

  • TATA Consumer Products Ltd

  • Jubilant Foodworks Ltd

  • Bharat Petroleum Corporation Ltd

  • Grasim Industries Ltd

  • Amber Enterprises India Ltd

  • Multi Commodity Exchange of India Ltd

  • National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027

  • Ultratech Cement Ltd

  • Bajaj Auto Ltd

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

  • United Spirits Ltd

  • TATA Power Company Ltd

  • Mankind Pharma Ltd

  • UNO Minda Ltd

  • SBI Life Insurance Company Ltd

  • BSE Ltd

  • Sun Pharmaceutical Industries Ltd

  • ITC Ltd

  • Pidilite Industries Ltd

  • Fortis Health Care Ltd

  • Lupin Ltd

  • Home First Finance Company Ltd

  • JK Cement Ltd

  • Zydus Lifesciences Ltd

  • The Indian Hotels Company Ltd

  • Prestige Estates Projects Ltd

  • CRISIL Ltd

  • Tech Mahindra Ltd

  • Varun Beverages Ltd

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

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

  • 7.18% Government Securities - 24/07/2037

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

  • Amara Raja Energy & Mobility Ltd

  • Hero MotoCorp Ltd

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

  • 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**

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

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

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

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

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

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

  • 7.30% Government Securities - 19/06/2053

  • 7.34% Central Government Securities 22/04/2064

  • Prudent Corporate Advisory Services Ltd

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

  • REC LTD - 7.56% - 31/08/2027**

  • REC LTD - 7.34% - 30/04/2030**

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

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

  • Indegene Limited

  • GAIL (India) Ltd

  • Biocon Ltd

  • Polycab India Ltd

  • Dixon Technologies (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**

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

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

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

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

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

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

  • Bank of Baroda

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

  • 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 - 7.84% - 14/07/2026

  • National Housing Bank - 7.22% - 23/07/2026**

  • REC LTD - 7.44% - 30/04/2026**

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

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

  • Aditya Birla Capital Ltd

  • 6.33% Central Government Securities 05/05/2035

  • Axis Bank Ltd - 04/02/2026**

  • Marico Ltd

  • Adani Ports and Special Economic Zone Ltd

  • IDFC First Bank Ltd

  • Tata Consultancy Services Ltd

  • JSW Energy Ltd

  • Bajaj Finserv Ltd

  • Roadstar Infra Investment Trust (InvIT)

  • Chennai Super Kings Ltd @

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Finance - NBFC

  • Telecommunication - Service Provider

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Bank - Public

  • Engineering - Construction

  • Household & Personal Products

  • Consumer Food

  • Cement & Construction Materials

  • Diesel Engines

  • Defence

  • Fertilizers

  • Airlines

  • Automobile Two & Three Wheelers

  • Finance Term Lending

  • Finance - Others

  • Tea/Coffee

  • Diversified

  • Finance - Stock Broking

  • Air Conditioners

  • Breweries & Distilleries

  • Power Generation/Distribution

  • Auto Ancillary

  • Insurance

  • Cigarettes/Tobacco

  • Chemicals

  • Hospital & Healthcare Services

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Ratings

  • Batteries

  • Business Support

  • Gas Transmission/Marketing

  • Cable

  • Consumer Durables - Electronics

  • Edible Oil

  • Port

  • Finance - Investment

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • 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 ₹6,679.69 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 ₹0.46(0.29%)yesterday to ₹161.2986.

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