Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

Other Plans and Options
  • (-0.61%)Nav, as on 09-01-2026

  • Previous Nav

  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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)- Direct Plan - Growth Option -0.81 0.91 5.84 13.53 13.51 13.93
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)- Direct Plan - Growth Option Jan 01, 2013 5.84 13.53 13.51 0.64 7,846.01
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 13.01 14.81 13.46 0.71 82,846.63
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 13.00 19.55 21.36 0.93 49,640.80
HDFC Hybrid Equity -Direct Plan - Growth Option Jan 01, 2013 6.32 12.18 13.83 1.01 24,528.44
DSP Aggressive Hybrid Fund - Direct Plan - Growth Jan 01, 2013 6.88 17.20 13.91 0.65 12,161.66
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 7.86 14.72 13.42 0.58 11,393.38

Fund Holdings as on 31-December-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

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

  • Larsen & Toubro Ltd

  • TREPS

  • Sundaram Liquid Fund - Direct Growth

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finance Ltd

  • HCL Technologies Ltd

  • Embassy Office Parks (REIT)

  • Cholamandalam Investment and Finance Company Ltd

  • 6.48% Central Government Securities 06/10/2035

  • State Bank of India

  • Hindustan UniLever Ltd

  • Coromandel International Ltd

  • Bharat Electronics Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Cummins India Ltd

  • Infosys Ltd

  • Jubilant Foodworks Ltd

  • BSE Ltd

  • PB Fintech Ltd

  • TVS Motor Company Ltd

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

  • Power Finance Corporation Ltd

  • Ultratech Cement Ltd

  • TATA Consumer Products Ltd

  • Interglobe Aviation Ltd

  • Bharat Petroleum Corporation Ltd

  • Amber Enterprises India Ltd

  • Maruti Suzuki India Ltd

  • Amara Raja Energy & Mobility Ltd

  • Mankind Pharma Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bajaj Auto Ltd

  • Brookfield India Real Estate Trust REIT

  • JK Cement Ltd

  • TATA Power Company Ltd

  • UNO Minda Ltd

  • Home First Finance Company Ltd

  • CRISIL Ltd

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

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

  • 6.79% Central Government Securities 07/10/2034

  • National Bank for Agriculture & Rural Development - 04/02/2026

  • Axis Bank Ltd - 04/03/2026**

  • Prudent Corporate Advisory Services Ltd

  • United Spirits Ltd

  • Pidilite Industries Ltd

  • Prestige Estates Projects Ltd

  • Varun Beverages Ltd

  • Billionbrains Garage Ventures Ltd

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

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

  • Indegene Limited

  • Coforge Ltd

  • Trent 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**

  • Tech Mahindra Ltd

  • SBI Life Insurance Company 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*

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

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

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

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

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

  • 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**

  • State Bank of India - 6.93% - 20/10/2035 (20/10/2030)**

  • 7.30% Government Securities - 19/06/2053

  • 7.34% Central Government Securities 22/04/2064

  • Indraprastha Gas Ltd

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

  • Indian Bank - 05/06/2026**

  • The Indian Hotels Company Ltd

  • 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**

  • GAIL (India) Ltd

  • Cash and Other Net Current Assets^

  • 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**

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

  • 6.22% 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**

  • 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 - 7.51% - 31/07/2026**

  • 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**

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

  • Axis Bank Ltd - 04/02/2026**

  • Kwality Wall’s (India) Ltd

  • Chennai Super Kings Ltd @

View More

  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Finance - Others

  • Consumer Food

  • Bank - Public

  • Fintech

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Fertilizers

  • Defence

  • Diesel Engines

  • Finance Term Lending

  • Tea/Coffee

  • Airlines

  • Air Conditioners

  • Batteries

  • Power Generation/Distribution

  • Auto Ancillary

  • Finance - Housing

  • Ratings

  • Breweries & Distilleries

  • Chemicals

  • Construction - Real Estate

  • Gas Transmission/Marketing

  • Business Support

  • Retailing

  • Insurance

  • Hotel, Resort & Restaurants

  • Unspecified

  • Amusement Parks/Recreation/Club

View More

Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • MFU

  • REITs & InvITs

  • Sovereign

  • Unrated

View More

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 01-Jan-2013 and currently has an AUM of ₹7,846.01 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 down ₹-1.15(-0.61%)yesterday to ₹188.3639.

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