Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • (-0.87%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

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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 -0.19 -1.21 9.26 13.10 11.19 11.29
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 9.26 13.10 11.19 1.76 7,933.61
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 12.56 15.04 11.85 1.38 81,241.59
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 14.14 19.22 19.34 1.52 49,256.66
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 8.17 11.61 11.53 1.69 23,821.28
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 7.62 15.42 11.67 1.70 11,861.15
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 11.49 13.90 11.27 1.72 11,163.81

Fund Holdings as on 31-January-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

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

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finance Ltd

  • HCL Technologies Ltd

  • State Bank of India

  • Bharat Electronics Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Hindustan UniLever Ltd

  • 6.48% Central Government Securities 06/10/2035

  • Coromandel International Ltd

  • Embassy Office Parks (REIT)

  • Sundaram Money Market Fund-Direct Plan - Growth

  • PB Fintech Ltd

  • Cummins India Ltd

  • Power Finance Corporation Ltd

  • Infosys Ltd

  • TVS Motor Company Ltd

  • BSE Ltd

  • Ultratech Cement Ltd

  • Bharat Petroleum Corporation Ltd

  • Jubilant Foodworks Ltd

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

  • Interglobe Aviation Ltd

  • TATA Consumer Products Ltd

  • Amara Raja Energy & Mobility Ltd

  • Amber Enterprises India Ltd

  • TATA Power Company Ltd

  • Maruti Suzuki India Ltd

  • Mankind Pharma Ltd

  • Home First Finance Company Ltd

  • JK Cement Ltd

  • Bajaj Auto Ltd

  • Brookfield India Real Estate Trust REIT

  • Coforge Ltd

  • UNO Minda Ltd

  • CRISIL Ltd

  • Sun Pharmaceutical Industries 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**

  • ICICI Securities Ltd - 17/02/2026**

  • Axis Bank Ltd - 04/03/2026

  • Punjab National Bank - 13/03/2026**

  • Billionbrains Garage Ventures Ltd

  • Prudent Corporate Advisory Services Ltd

  • United Spirits Ltd

  • Pidilite Industries Ltd

  • Indraprastha Gas Ltd

  • Prestige Estates Projects Ltd

  • Hindustan Aeronautics Ltd

  • Indegene Limited

  • Cash and Other Net Current Assets^

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

  • GAIL (India) Ltd

  • Trent Ltd

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

  • Tech Mahindra Ltd

  • 7.18% Government Securities - 24/07/2037

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

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

  • 7.10% Central Government Securities 18/04/2029*

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

  • LIC Housing Finance Ltd - 8.025% - 23/03/2033**

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

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

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

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

  • LIC Housing Finance Ltd - 7.74% - 22/10/2027

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

  • REC LTD - 7.56% - 31/08/2027**

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

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

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

  • 7.30% Government Securities - 19/06/2053

  • SBI Cap securities Ltd - 18/03/2026**

  • State Bank of India - 6.93% - 20/10/2035** - Call Dt : 19-Oct-2030

  • 7.34% Central Government Securities 22/04/2064

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

  • Indian Bank - 05/06/2026**

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

  • The Indian Hotels Company Ltd

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

  • REC LTD - 7.34% - 30/04/2030**

  • 7.02% Central Government Securities 18/06/2031

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

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

  • 6.22% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

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

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

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

  • Power Finance Corporation Ltd - 6.73% - 15/10/2027**

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

  • Bajaj Finance Ltd - 7.11% - 10/07/2028**

  • 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 - 7.44% - 30/04/2026**

  • REC LTD - 7.51% - 31/07/2026**

  • 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

  • Margin Money For Derivatives

  • Chennai Super Kings Ltd @

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Defence

  • Automobile Two & Three Wheelers

  • Fintech

  • Cement & Construction Materials

  • Bank - Public

  • Finance - Others

  • Household & Personal Products

  • Fertilizers

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Finance Term Lending

  • Consumer Food

  • Airlines

  • Tea/Coffee

  • Gas Transmission/Marketing

  • Batteries

  • Air Conditioners

  • Power Generation/Distribution

  • Finance - Housing

  • Auto Ancillary

  • Ratings

  • Breweries & Distilleries

  • Chemicals

  • Construction - Real Estate

  • Business Support

  • Retailing

  • Hotel, Resort & Restaurants

  • Unspecified

  • 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

  • Sovereign

  • 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 ₹7,933.61 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 ₹-1.43(-0.87%)yesterday to ₹163.1459.

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