Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -4.67 -3.10 6.53 10.06 9.72 11.04
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 6.53 10.06 9.72 2.03 2,991.72
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 6.48 11.61 11.52 1.60 50,932.81
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 19.56 16.96 13.12 1.82 19,330.76
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 5.88 11.34 7.59 1.75 18,241.94
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 3.91 9.15 7.16 1.89 8,204.31
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 3.66 12.23 10.77 1.87 7,661.94

Fund Holdings as on 30-April-2022

  • Infosys Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Housing Development Finance Corporation Ltd

  • Larsen & Toubro Ltd

  • 182 Days - T Bill - 01/09/2022

  • TREPS

  • State Bank of India

  • Cash and Other Net Current Assets ^

  • United Spirits Ltd

  • Axis Bank Ltd

  • Bank of Baroda - 13/06/2022**

  • Gland Pharma Ltd

  • Varun Beverages Ltd

  • Astral Ltd

  • Cipla Ltd

  • National Bank for Agricultural & Rural Development - 4.6% - 29/07/2022

  • TATA Consumer Products Ltd

  • Bajaj Finserv Ltd

  • Home First Finance Company Ltd

  • SBI Life Insurance Company Ltd

  • Tata Consultancy Services Ltd

  • Ashok Leyland Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • 7.32% Central Government Securities 28/01/2024

  • Maruti Suzuki India Ltd

  • IndusInd Bank Ltd

  • Page Industries Ltd

  • Westlife Development Ltd

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

  • Small Industrial Development Bank of India - 6.8% - 29/09/2022**

  • State Bank of India - 8.15% - Call Dt 02/08/2022** (Perpetual Bond under Basel III)

  • REC Ltd - 5.74% - 20/06/2024**

  • Axis Bank Ltd - 16/06/2022

  • Schaeffler India Ltd

  • 182 Days - T Bill - 07/07/2022

  • Canara Bank - 22/08/2022

  • 182 Days - T Bill - 15/09/2022

  • Export Import Bank of India - 30/09/2022**

  • Bank of Baroda - 14/02/2023**

  • Wipro Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • HDFC Bank Ltd - 8.85% - Call Dt 12/05/2022** (Perpetual Bond under Basel III)

  • Bajaj Auto Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • LIC Housing Finance Ltd - 4.96% - 14/09/2023**

  • Hindalco Industries Ltd

  • Indraprastha Gas Ltd

  • CSB Bank Ltd

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

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

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

  • ABB India Ltd

  • 7.16% Central Government Securities 20/05/2023

  • Housing Development Finance Corporation Ltd - 7.21% - 30/12/2022**

  • Bank of Baroda - 8.65% - Call Dt 11/08/2022** (Perpetual Bond under Basel III)

  • Zee Entertainment Enterprises Ltd

  • Bajaj Finance Ltd

  • HCL Technologies Ltd

  • Ultratech Cement Ltd

  • NTPC Ltd

  • BEML Ltd

  • Canara Bank

  • Quess Corp Ltd

  • Apollo Hospitals Enterprise Ltd

  • PVR Ltd

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

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

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

  • Kotak Mahindra Bank Ltd

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

  • Axis Bank Ltd - 8.75% - Call Dt 28/06/2022** (Perpetual Bond under Basel III)

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

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

  • 5.22% Central Government Securities 15/06/2025

  • 6.18% Central Government Securities 04/11/2024

  • Adani Ports and Special Economic Zone Ltd

  • PI Industries Ltd

  • The Phoenix Mills Ltd

  • Godrej Consumer Products Ltd

  • SRF Ltd

  • Can Fin Homes Ltd

  • Minda Industries Ltd

  • Divis Laboratories Ltd

  • 6.84% Central Government Securities 19/12/2022

  • REC Ltd - 7.24% - 31/12/2022**

  • 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**

  • 364 Days - T Bill - 01/12/2022

  • Reverse Repo

  • National Bank for Agricultural & Rural Development - 6.4% - 31/07/2023**

  • 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

  • 8.13% Central Government Securities 21/09/2022

  • Tata Motors Ltd

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

  • Small Industrial Development Bank of India - 6.99% - 08/08/2022**

  • Yes Bank Ltd - 9.9% - 31/10/2022** (Tier II bond under Basel II)

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

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • 8.35% Central Government Securities 14/05/2022

  • Chennai Super Kings Ltd @

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  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Refineries

  • Telecommunication - Service Provider

  • Bank - Public

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  • Breweries & Distilleries

  • Consumer Food

  • Plastic Products

  • Tea/Coffee

  • Household & Personal Products

  • Finance - Investment

  • Insurance

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Automobiles - Passenger Cars

  • Textile

  • Finance - Others

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

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  • TV Broadcasting & Software Production

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Film Production, Distribution & Entertainment

  • Port

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  • Construction - Real Estate

  • Diversified

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  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • ICRA BBB

  • IND A1+

  • IND AAA

  • Rights

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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 ₹2,991.72 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 ₹0.94(0.9%)yesterday to ₹105.0065.

Among its top 3 holdings the fund has exposure to Infosys 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