Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.33 %Nav, as on 03-11-2025

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  • Net Change on 03-11-2025

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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 3.01 2.53 4.50 12.65 16.28 11.46
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 4.50 12.65 16.28 1.79 6,944.38
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 12.42 14.15 16.93 1.38 79,008.05
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 9.36 19.14 26.50 1.55 46,392.05
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 5.55 12.60 17.65 1.68 24,080.88
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 4.71 15.88 16.84 1.71 11,564.68
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 5.22 13.69 15.75 1.72 11,073.34

Fund Holdings as on 30-September-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

  • TREPS

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Embassy Office Parks (REIT)

  • Mahindra & Mahindra Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Hindustan UniLever Ltd

  • Infosys Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Bharat Electronics Ltd

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

  • Coromandel International Ltd

  • Interglobe Aviation Ltd

  • Cummins India Ltd

  • Power Finance Corporation Ltd

  • Jubilant Foodworks Ltd

  • HCL Technologies Ltd

  • Shriram Finance Ltd

  • TATA Consumer Products Ltd

  • Maruti Suzuki India Ltd

  • Bharat Petroleum Corporation Ltd

  • Amber Enterprises India Ltd

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

  • BSE Ltd

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

  • Multi Commodity Exchange of India Ltd

  • Grasim Industries Ltd

  • United Spirits Ltd

  • SBI Life Insurance Company Ltd

  • Bajaj Auto Ltd

  • TATA Power Company Ltd

  • Ultratech Cement Ltd

  • UNO Minda Ltd

  • Mankind Pharma Ltd

  • Amara Raja Energy & Mobility Ltd

  • Sun Pharmaceutical Industries Ltd

  • Home First Finance Company Ltd

  • CRISIL Ltd

  • Fortis Health Care Ltd

  • Lupin Ltd

  • Pidilite Industries Ltd

  • Zydus Lifesciences Ltd

  • JK Cement Ltd

  • Varun Beverages Ltd

  • Prestige Estates Projects Ltd

  • The Indian Hotels Company Ltd

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

  • Hero MotoCorp Ltd

  • 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**

  • 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*

  • Tech Mahindra Ltd

  • 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**

  • 7.30% Government Securities - 19/06/2053

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

  • 7.34% Central Government Securities 22/04/2064

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

  • GAIL (India) Ltd

  • Indegene Limited

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

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

  • REC LTD - 7.56% - 31/08/2027**

  • Hindustan Aeronautics Ltd

  • REC LTD - 7.34% - 30/04/2030**

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

  • Prudent Corporate Advisory Services Ltd

  • Axis Bank Ltd

  • Polycab India Ltd

  • Biocon Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Dixon Technologies (India) Ltd

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

  • Bank of Baroda

  • 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**

  • 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

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

  • Jio Financial Services Ltd

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

  • JSW Steel Ltd

  • 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**

  • 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**

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

  • Marico Ltd

  • 6.33% Central Government Securities 05/05/2035

  • Axis Bank Ltd - 04/02/2026**

  • Oil & Natural Gas Corporation Ltd

  • Vedanta Ltd

  • JSW Energy Ltd

  • Adani Enterprises

  • Bandhan Bank Ltd

  • Chennai Super Kings Ltd @

  • Margin Money For Derivatives

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Finance - NBFC

  • Telecommunication - Service Provider

  • IT - Software

  • Bank - Public

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Consumer Food

  • Defence

  • Household & Personal Products

  • Fertilizers

  • Cement & Construction Materials

  • Airlines

  • Diesel Engines

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Tea/Coffee

  • Air Conditioners

  • Finance - Stock Broking

  • Diversified

  • Breweries & Distilleries

  • Insurance

  • Power Generation/Distribution

  • Auto Ancillary

  • Batteries

  • Finance - Housing

  • Hospital & Healthcare Services

  • Ratings

  • Chemicals

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Gas Transmission/Marketing

  • Business Support

  • Cable

  • Consumer Durables - Electronics

  • Steel & Iron Products

  • Edible Oil

  • Oil Exploration

  • Metal - Non Ferrous

  • Trading

  • 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

  • Sov

  • 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 ₹6,944.38 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 ₹0.55(0.33%)yesterday to ₹165.2562.

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