Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.41 %Nav, as on 01-12-2023

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  • Net Change on 01-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 5.30 3.80 9.02 14.91 11.57 11.30
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 9.02 14.91 11.57 1.91 3,641.70
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 8.93 13.74 12.90 1.45 59,302.29
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 19.44 27.37 18.47 1.68 26,182.92
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 10.35 17.23 13.52 1.71 20,539.47
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 11.44 14.11 13.84 1.75 8,822.84
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 17.06 14.81 14.22 1.79 7,990.48

Fund Holdings as on 31-October-2023

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • 7.26% Central Government Securities 06/02/2033

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • 7.41% Central Government Securities 19/12/2036

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • Kalyan Jewellers India Ltd

  • Axis Bank Ltd

  • United Spirits Ltd

  • Varun Beverages Ltd

  • Bajaj Finserv Ltd

  • Maruti Suzuki India Ltd

  • Shriram Finance Ltd

  • NTPC LTD

  • Home First Finance Company Ltd

  • Cash and Other Net Current Assets^

  • Tata Consultancy Services Ltd

  • Westlife Foodworld Ltd

  • SBI Life Insurance Company Ltd

  • Hindustan UniLever Ltd

  • Coromandel International Ltd

  • HCL Technologies Ltd

  • Tube Investments of India Ltd

  • IndusInd Bank Ltd

  • LIC Housing Finance Ltd - 7.82% - 28/11/2025**

  • Dalmia Cement (Bharat) Ltd.

  • Mahindra & Mahindra Ltd

  • Zydus Lifesciences Ltd

  • Schaeffler India Ltd

  • Cipla Ltd

  • Ashok Leyland Ltd

  • TATA Consumer Products Ltd

  • ITC Ltd

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

  • Ultratech Cement Ltd

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

  • 7.38% Central Government Securities 20/06/2027

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

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

  • Axis Bank Ltd - 06/12/2023

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

  • REC LTD - 5.74% - 20/06/2024**

  • 7.10% Central Government Securities 18/04/2029

  • HDFC Bank Ltd - 05/02/2024

  • HDFC Bank Ltd (Prev HDFC Ltd) - 24/05/2024**

  • Union Bank of India

  • Hatsun Agro Product Ltd

  • Tata Steel Ltd

  • PI Industries Ltd

  • Eicher Motors Ltd

  • Delhivery Ltd

  • Tata Motors Ltd

  • Cummins India Ltd

  • Astral Ltd

  • REC LTD - 8.27% - 06/02/2025**

  • Godrej Consumer Products Ltd

  • Voltas Ltd

  • 5.22% Central Government Securities 15/06/2025

  • Finolex Industries Ltd

  • 5.74% Central Government Securities 15/11/2026

  • Kotak Mahindra Bank Ltd

  • Canara Bank

  • Polycab India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Avenue Supermarts Ltd

  • 7.18% Central Government Securities - 14/08/2033

  • ICICI Prudential Life Insurance Company Ltd

  • GAIL (India) Ltd

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

  • Fortis Health Care Ltd

  • Alkem Laboratories Ltd

  • TVS Holdings Ltd - 9.00% - 25/03/2024 - Preference share

  • Bajaj Auto Ltd

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

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

  • ICICI Home Finance Company Ltd - 8% - 28/06/2024**

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

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

  • REC LTD - 7.69% - 31/03/2033**

  • 7.69% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

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

  • HDFC Bank Ltd (Prev HDFC Ltd) - 7.35% - 10/02/2025**

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

  • Power Finance Corporation Ltd - 7.13% - 08/08/2025**

  • 7.18% Central Government Securities - 24/07/2037

  • LIC Housing Finance Ltd - 6.25% - 20/06/2025**

  • Sona BLW Precision Forgings Ltd

  • LTIMindtree Ltd

  • TVS Supply Chain Solutions Ltd

  • Jubilant Foodworks Ltd

  • Info Edge (India) Ltd

  • Jindal Steel & Power Ltd

  • Asian Paints Ltd

  • NIIT Learning Systems Ltd

  • The Indian Hotels Company Ltd

  • TVS Motor Company Ltd

  • Marico Ltd

  • Vedant Fashions Ltd

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

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

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

  • Small Industries Development Bank of India - 7.47% - 25/11/2025**

  • REC LTD - 7.51% - 31/07/2026**

  • REC LTD - 7.44% - 30/04/2026**

  • Power Finance Corporation Ltd - 7.17% - 22/05/2025**

  • UNO Minda Ltd

  • 364 Days - T Bill - 22/03/2024

  • Multi Commodity Exchange of India Ltd

  • Grindwell Norton Ltd

  • Tech Mahindra Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Britannia Industries Ltd

  • MphasiS Ltd

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

  • HDFC Bank Ltd (Prev HDFC Ltd) - 7.8% - 02/06/2025**

  • 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

  • TVS Holdings Ltd

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

  • Chennai Super Kings Ltd @

  • Sundaram Clayton DCD Ltd - 0.10% - 25/08/2024 - Unlisted Preference share** @

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Consumer Food

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Diamond & Jewellery

  • Household & Personal Products

  • Cement & Construction Materials

  • Insurance

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Power Generation/Distribution

  • Finance - Housing

  • Plastic Products

  • Restaurants

  • Fertilizers

  • Cycles

  • Bearings

  • Auto Ancillary

  • Tea/Coffee

  • Cigarettes/Tobacco

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Courier Services

  • Diesel Engines

  • Air Conditioners

  • Cable

  • Retailing

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

  • Logistics

  • BPO/ITeS

  • Paints

  • Steel/Sponge Iron/Pig Iron

  • Hotel, Resort & Restaurants

  • Textile

  • Finance - Stock Broking

  • Abrasives

  • Port

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND A1+

  • Preference Shares

  • 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 ₹3,641.70 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 ₹0.52(0.41%)yesterday to ₹129.1384.

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