Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -0.39 -0.49 2.93 13.16 7.74 11.12
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 2.93 13.16 7.74 2.01 3,116.26
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 1.09 10.89 9.24 1.46 56,709.94
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 8.86 19.32 12.66 1.77 21,281.62
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 7.06 14.97 7.41 1.75 19,174.14
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 0.53 12.77 10.35 1.80 8,405.74
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated -2.36 10.55 8.48 1.84 7,529.22

Fund Holdings as on 31-December-2022

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • State Bank of India

  • Housing Development Finance Corporation Ltd

  • Bharti Airtel Ltd

  • Sun Pharmaceutical Industries Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Varun Beverages Ltd

  • 6.69% Central Government Securities 27/06/2024

  • TREPS

  • SBI Life Insurance Company Ltd

  • United Spirits Ltd

  • Cipla Ltd

  • Cash and Other Net Current Assets^

  • Westlife Foodworld Ltd

  • Bajaj Finserv Ltd

  • Home First Finance Company Ltd

  • IndusInd Bank Ltd

  • Maruti Suzuki India Ltd

  • Schaeffler India Ltd

  • Eicher Motors Ltd

  • Shriram Finance Ltd

  • Astral Ltd

  • United Breweries Ltd

  • PI Industries Ltd

  • Ashok Leyland Ltd

  • Godrej Consumer Products Ltd

  • Ambuja Cements Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • 364 Days - T Bill - 05/01/2023

  • State Bank of India - 7.51% - 06/12/2032**

  • Power Finance Corporation Ltd - 6.83% - 24/04/2023**

  • HDFC Bank Ltd - 16/01/2023**

  • 7.26% Central Government Securities 22/08/2032

  • Bank of Baroda - 14/02/2023**

  • Procter & Gamble Hygiene and Health Care Ltd

  • Tata Consultancy Services Ltd

  • Bank of Baroda - 05/05/2023**

  • REC Ltd - 5.74% - 20/06/2024**

  • Housing Development Finance Corporation Ltd - 17/05/2023**

  • Gland Pharma Ltd

  • Bank of Baroda - 17/08/2023**

  • Canara Bank - 18/08/2023**

  • Small Industries Development Bank of India - 01/09/2023**

  • State Bank of India - 12/09/2023

  • Housing Development Finance Corporation Ltd - 18/10/2023**

  • Mahindra & Mahindra Ltd

  • 5.74% Central Government Securities 15/11/2026

  • Cholamandalam Investment and Finance Company Ltd

  • Wipro Ltd

  • Canara Bank

  • Hindalco Industries Ltd

  • TATA Consumer Products Ltd

  • Zydus Lifesciences Ltd

  • Coromandel International Ltd

  • Hatsun Agro Product Ltd

  • Bank of Baroda - 8.55% - Call Dt 14/02/2024 (Tier II Bond under Basel III)**

  • NTPC Ltd

  • National Housing Bank - 7.05% - 18/12/2024**

  • Ultratech Cement Ltd

  • Housing Development Finance Corporation Ltd - 7.35% - 10/02/2025**

  • 7.01% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

  • 6.54% Central Government Securities 17/01/2032

  • BEML Ltd

  • Cholamandalam Financial Holdings Ltd

  • Kotak Mahindra Bank Ltd

  • Zee Entertainment Enterprises Ltd

  • Power Finance Corporation Ltd - 8.1% - 04/06/2024**

  • 7.38% Central Government Securities 20/06/2027

  • 7.16% Central Government Securities 20/05/2023

  • Larsen & Toubro Ltd - 7.7% - 28/04/2025**

  • National Bank for Agricultural & Rural Development - 7.69% - 29/05/2024**

  • LIC Housing Finance Ltd - 7.445% - 13/01/2023**

  • LIC Housing Finance Ltd - 5.35% - 20/03/2023**

  • 5.22% Central Government Securities 15/06/2025

  • National Bank for Agricultural & Rural Development - 5.23% - 31/01/2025**

  • 6.18% Central Government Securities 04/11/2024

  • UNO Minda Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Tata Sons Pvt Ltd - 9.3% - 19/06/2024**

  • ICICI Bank Ltd - 7.6% - 07/10/2023

  • LIC Housing Finance Ltd - 5.45% - 25/08/2023**

  • 8.25% Maharashtra State Development Loan 10/06/2025

  • 8.08% Karnataka State Development Loan 11/03/2025

  • 8.06% Maharashtra State Development Loan 11/02/2025

  • National Bank for Agricultural & Rural Development - 8.5% - 31/01/2023

  • National Housing Bank - 6.55% - 17/04/2023**

  • National Bank for Agricultural & Rural Development - 5.27% - 23/07/2024**

  • BEML Land and Assets Ltd

  • Kalyan Jewellers India Ltd

  • Hatsun Agro Product Ltd - Rights Entitlement

  • Chennai Super Kings Ltd @

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Bank - Public

  • Telecommunication - Service Provider

  • Consumer Food

  • Engineering - Construction

  • Breweries & Distilleries

  • Insurance

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Finance - Investment

  • Finance - NBFC

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Bearings

  • Automobile Two & Three Wheelers

  • Plastic Products

  • Pesticides & Agrochemicals

  • Automobiles-Trucks/Lcv

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Tea/Coffee

  • Fertilizers

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • Port

  • Unspecified

  • Diamond & Jewellery

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND A1+

  • IND AAA

  • Rights

  • Sovereign

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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 ₹3,116.26 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 ₹-1.47(-1.29%)yesterday to ₹112.045.

Among its top 3 holdings the fund has exposure to ICICI 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