Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • (-0.68%)Nav, as on 25-07-2025

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  • Net Change on 25-07-2025

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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 0.81 3.16 3.92 14.53 16.69 11.52
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 3.92 14.53 16.69 1.79 6,428.51
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 10.67 15.51 16.95 1.38 78,708.42
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 6.70 20.87 25.23 1.56 44,552.28
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 5.12 15.06 18.29 1.69 24,854.06
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 8.56 17.86 17.99 1.72 11,417.61
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 5.28 15.34 16.47 1.71 11,242.91

Fund Holdings as on 30-June-2025

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • 7.10% Central Government Securities 08/04/2034

  • Bharti Airtel Ltd

  • TREPS

  • State Bank of India

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • Margin Money For Derivatives

  • Sundaram Liquid Fund - Direct Growth

  • Mahindra & Mahindra Ltd

  • Larsen & Toubro Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

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

  • Kalyan Jewellers India Ltd

  • HCL Technologies Ltd

  • Shriram Finance Ltd

  • Bajaj Finance Ltd

  • Amber Enterprises India Ltd

  • Coromandel International Ltd

  • Hindustan UniLever Ltd

  • Bharat Petroleum Corporation Ltd

  • Maruti Suzuki India Ltd

  • TATA Consumer Products Ltd

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

  • Cummins India Ltd

  • TATA Power Company Ltd

  • Tata Consultancy Services Ltd

  • Grasim Industries Ltd

  • Ultratech Cement Ltd

  • Bharat Electronics Ltd

  • Home First Finance Company Ltd

  • Jubilant Foodworks Ltd

  • Sun Pharmaceutical Industries Ltd

  • United Spirits Ltd

  • UNO Minda Ltd

  • Hero MotoCorp Ltd

  • Interglobe Aviation Ltd

  • Ceat Ltd

  • Mankind Pharma Ltd

  • Computer Age Management Services Ltd

  • Marico Ltd

  • ITC Ltd

  • Bajaj Auto Ltd

  • Zydus Lifesciences Ltd

  • BSE Ltd

  • SBI Life Insurance Company Ltd

  • Tech Mahindra Ltd

  • Fortis Health Care Ltd

  • JK Cement Ltd

  • Lupin Ltd

  • Varun Beverages Ltd

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

  • Indus Towers Ltd (Prev Bharti Infratel 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**

  • Amara Raja Energy & Mobility Ltd

  • Grindwell Norton Ltd

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

  • Prestige Estates Projects Ltd

  • 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*

  • 7.30% Government Securities - 19/06/2053

  • 7.34% Central Government Securities 22/04/2064

  • 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

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

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

  • Polycab India Ltd

  • The Indian Hotels Company Ltd

  • Prudent Corporate Advisory Services Ltd

  • GAIL (India) Ltd

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

  • National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028

  • REC LTD - 7.56% - 31/08/2027

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

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

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

  • Indegene Limited

  • 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**

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

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

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

  • 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**

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

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

  • REC LTD - 7.44% - 30/04/2026**

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

  • Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027**

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

  • RBL Bank Ltd

  • Axis Bank Ltd - 04/02/2026**

  • NTPC 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

  • REC Ltd

  • Chennai Super Kings Ltd @

  • Roadstar Infra Investment Trust (InvIT)

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Air Conditioners

  • Fertilizers

  • Household & Personal Products

  • Tea/Coffee

  • Finance - Others

  • Power Generation/Distribution

  • Diesel Engines

  • Diversified

  • Defence

  • Finance - Housing

  • Breweries & Distilleries

  • Auto Ancillary

  • Airlines

  • Tyres & Allied

  • Cigarettes/Tobacco

  • Edible Oil

  • Depository Services

  • Insurance

  • Hospital & Healthcare Services

  • Batteries

  • Abrasives

  • Construction - Real Estate

  • Cable

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Business Support

  • 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 14-Jan-2000 and currently has an AUM of ₹6,428.51 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 ₹-1.1(-0.68%)yesterday to ₹160.8862.

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