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 5.50 7.85 27.69 14.34 14.61 11.74
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 27.69 14.34 14.61 1.85 4,643.67
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 25.63 13.14 14.35 1.41 68,372.47
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 38.37 23.51 21.14 1.62 35,122.02
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 21.94 15.00 15.16 1.70 23,138.21
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 27.24 14.08 15.74 1.73 10,152.64
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 28.73 13.73 15.79 1.77 9,131.81

Fund Holdings as on 31-May-2024

  • Reliance Industries Ltd

  • 7.18% Government Securities - 14/08/2033

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • TREPS

  • Sundaram Liquid Fund - Direct Growth

  • Kalyan Jewellers India Ltd

  • 7.23% Central Government Securities 15/04/2039

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • Axis Bank Ltd

  • NTPC LTD

  • Varun Beverages Ltd

  • Shriram Finance Ltd

  • Tube Investments of India Ltd

  • United Spirits Ltd

  • UNO Minda Ltd

  • Zydus Lifesciences Ltd

  • Coromandel International Ltd

  • HCL Technologies Ltd

  • Indian Bank

  • Cummins India Ltd

  • Bajaj Auto Ltd

  • Tata Consultancy Services Ltd

  • Computer Age Management Services Ltd

  • Union Bank of India

  • Bharat Petroleum Corporation Ltd

  • Cash and Other Net Current Assets^

  • Mahindra & Mahindra Ltd

  • GAIL (India) Ltd

  • 7.38% Central Government Securities 20/06/2027

  • IndusInd Bank Ltd

  • Tata Motors Ltd - DVR

  • Ultratech Cement Ltd

  • Bajaj Finserv Ltd

  • Voltas Ltd

  • Westlife Foodworld Ltd

  • Schaeffler India Ltd

  • Grasim Industries Ltd

  • TATA Consumer Products Ltd

  • SBI Life Insurance Company Ltd

  • ITC Ltd

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

  • Ceat Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Tata Steel Ltd

  • Alkem Laboratories Ltd

  • Finolex Industries Ltd

  • Maruti Suzuki India Ltd

  • 7.18% Government Securities - 24/07/2037

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

  • Dr. Reddys Laboratories Ltd

  • Grindwell Norton Ltd

  • Delhivery Ltd

  • Canara Bank

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

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

  • National Bank for Financing Infrastructure and Development - 7.65% - 22/12/2038**

  • Polycab India Ltd

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

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

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

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

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

  • Fortis Health Care Ltd

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

  • Home First Finance Company Ltd

  • Zomato Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Hatsun Agro Product Ltd

  • Avenue Supermarts Ltd

  • Sona BLW Precision Forgings Ltd

  • REC LTD - 8.27% - 06/02/2025

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

  • Devyani international limited

  • Tech Mahindra Ltd

  • Cipla Ltd

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

  • The Indian Hotels Company Ltd

  • Info Edge (India) Ltd

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

  • REC LTD - 7.69% - 31/03/2033**

  • 7.37% Government Securities-23/10/2028

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

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

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

  • 7.72% Central Government Securities_Floating Rate Bond 04/10/2028 (Previous 7.69) ~

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

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

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

  • Power Grid Corporation of India Ltd - 7.35% - 12/03/2034**

  • National Bank for Agriculture & Rural Development - 7.35% - 08/07/2025**

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

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

  • Apollo Tyres Ltd

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

  • Cholamandalam Financial Holdings Ltd

  • State Bank of India - 6.24% - Call Dt 20/09/2030 (Tier II Bond under Basel III)

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

  • LIC Housing Finance Ltd - 21/03/2025**

  • Adani Ports and Special Economic Zone Ltd

  • Lupin Ltd

  • REC Ltd

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • Kotak Mahindra Bank Ltd

  • TVS Supply Chain Solutions Ltd

  • 7.30% Government Securities - 19/06/2053

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

  • REC LTD - 7.51% - 31/07/2026**

  • National Housing Bank - 7.4% - 16/07/2026**

  • NIIT Learning Systems Ltd

  • REC LTD - 7.44% - 30/04/2026

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

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

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

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

  • Sundaram Clayton Ltd

  • Chennai Super Kings Ltd @

  • Sundaram Clayton Ltd 0.1% (Preference Share) 31-Aug-2024 ** @

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Consumer Food

  • Diamond & Jewellery

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Insurance

  • Cement & Construction Materials

  • Finance - NBFC

  • Cycles

  • Breweries & Distilleries

  • Finance - Investment

  • Tyres & Allied

  • Fertilizers

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Depository Services

  • Industrial Gases & Fuels

  • Air Conditioners

  • Restaurants

  • Tea/Coffee

  • Bearings

  • Diversified

  • Cigarettes/Tobacco

  • Steel & Iron Products

  • Plastic Products

  • Abrasives

  • Courier Services

  • Cable

  • Hospital & Healthcare Services

  • Finance - Housing

  • e-Commerce

  • Retailing

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Port

  • Finance Term Lending

  • Logistics

  • Amusement Parks/Recreation/Club

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

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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 ₹4,643.67 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 ₹0.77(0.52%)yesterday to ₹150.5515.

Among its top 3 holdings the fund has exposure to Reliance Industries 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