Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

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  • (-0.08%)Nav, as on 10-06-2025

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  • Net Change on 10-06-2025

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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 4.03 10.52 10.31 16.65 20.06 14.46
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)- Direct Plan - Growth Option Jan 01, 2013 10.31 16.65 20.06 0.70 6,146.43
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 11.80 21.57 26.74 0.97 43,159.31
Kotak Equity Hybrid - Growth - Direct Nov 03, 2014 11.19 19.00 23.45 0.48 7,413.46
UTI Aggressive Hybrid Fund -Direct Plan - Growth Jan 01, 2013 11.04 19.92 23.15 1.23 6,254.02
Tata Hybrid Equity Fund -Direct Plan- Growth Jan 01, 2013 6.80 15.66 19.22 0.98 4,073.65
Quant Absolute Fund-Growth Option-Direct Plan Jan 07, 2013 0.81 17.50 28.46 0.69 2,102.43

Fund Holdings as on 31-May-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • 7.10% Central Government Securities 08/04/2034

  • Bharti Airtel Ltd

  • State Bank of India

  • TREPS

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • Margin Money For Derivatives

  • Mahindra & Mahindra Ltd

  • Larsen & Toubro Ltd

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

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Kalyan Jewellers India Ltd

  • Shriram Finance Ltd

  • Amber Enterprises India Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Finance Ltd

  • Bharat Petroleum Corporation Ltd

  • United Spirits Ltd

  • Coromandel International Ltd

  • Hindustan UniLever Ltd

  • Sun Pharmaceutical Industries Ltd

  • ITC Ltd

  • TATA Consumer Products Ltd

  • Maruti Suzuki India Ltd

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

  • Alkem Laboratories Ltd

  • Ceat Ltd

  • Cummins India Ltd

  • Ultratech Cement Ltd

  • TATA Power Company Ltd

  • Computer Age Management Services Ltd

  • Grasim Industries Ltd

  • Jubilant Foodworks Ltd

  • Bharat Electronics Ltd

  • Home First Finance Company Ltd

  • Bajaj Auto Ltd

  • Marico Ltd

  • UNO Minda Ltd

  • Mankind Pharma Ltd

  • SBI Life Insurance Company Ltd

  • Zydus Lifesciences Ltd

  • Lupin Ltd

  • Tech Mahindra Ltd

  • National Bank for Agriculture & Rural Development - 7.58% - 31/07/2026

  • Fortis Health Care Ltd

  • JK Cement Ltd

  • Varun Beverages Ltd

  • 7.18% Government Securities - 24/07/2037

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

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

  • Amara Raja Energy & Mobility Ltd

  • Grindwell Norton Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

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

  • 7.34% Central Government Securities 22/04/2064

  • 7.30% Government Securities - 19/06/2053

  • National Bank for Financing Infrastructure and Development - 7.65% - 22/12/2038**

  • 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**

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

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

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

  • Small Industries Development Bank of India - 7.43% - 31/08/2026**

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

  • Prudent Corporate Advisory Services Ltd

  • The Indian Hotels Company Ltd

  • Polycab India Ltd

  • NTPC LTD

  • GAIL (India) Ltd

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

  • National Bank for Financing Infrastructure and Development - 7.43% - 04/07/2034**

  • REC LTD - 7.56% - 31/08/2027**

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

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

  • MphasiS Ltd

  • Tata Motors Ltd

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

  • 7.02% Central Government Securities 18/06/2031

  • HDFC Bank Ltd (Prev HDFC Ltd) - 7.8% - 03/05/2033**

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

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

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

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

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

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

  • Embassy Office Parks REIT - 7.77% - 05/06/2025**

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

  • 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

  • REC LTD - 7.44% - 30/04/2026**

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

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

  • National Bank for Financing Infrastructure and Development - 7.04% - 07/04/2035**

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

  • Axis Bank Ltd - 04/02/2026**

  • RBL Bank Ltd

  • IDFC First Bank Ltd

  • Bajaj Finserv Ltd

  • HDFC Life Insurance Company Ltd

  • Power Grid Corporation of India Ltd

  • Biocon Ltd

  • Hindustan Aeronautics Ltd

  • Divis Laboratories Ltd

  • Dabur India Ltd

  • Chennai Super Kings Ltd @

  • REC Ltd

  • Roadstar Infra Investment Trust (InvIT)

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Consumer Food

  • Engineering - Construction

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Air Conditioners

  • Breweries & Distilleries

  • Fertilizers

  • Household & Personal Products

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • Tea/Coffee

  • Tyres & Allied

  • Diesel Engines

  • Depository Services

  • Diversified

  • Finance - Housing

  • Defence

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Insurance

  • Hospital & Healthcare Services

  • Batteries

  • Abrasives

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Cable

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Finance - Investment

  • Finance Term Lending

  • Amusement Parks/Recreation/Club

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • 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 01-Jan-2013 and currently has an AUM of ₹6,146.43 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 ₹-0.14(-0.08%)yesterday to ₹184.7336.

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