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 3.14 10.80 24.50 13.80 13.89 11.57
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 24.50 13.80 13.89 1.90 4,191.21
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 22.37 12.35 14.57 1.42 65,010.10
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 36.76 24.72 21.79 1.64 31,196.16
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 21.35 14.82 15.63 1.69 22,473.57
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 23.44 13.04 15.56 1.74 9,746.01
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 25.23 12.60 15.87 1.77 8,844.62

Fund Holdings as on 31-January-2024

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • 7.26% Central Government Securities 06/02/2033

  • 7.18% Central Government Securities 14/08/2033

  • Sun Pharmaceutical Industries Ltd

  • 7.41% Central Government Securities 19/12/2036

  • Kalyan Jewellers India Ltd

  • Cash and Other Net Current Assets^

  • Tube Investments of India Ltd

  • Axis Bank Ltd

  • Shriram Finance Ltd

  • State Bank of India

  • NTPC LTD

  • Varun Beverages Ltd

  • HCL Technologies Ltd

  • United Spirits Ltd

  • IndusInd Bank Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Finserv Ltd

  • Home First Finance Company Ltd

  • Ultratech Cement Ltd

  • 7.38% Central Government Securities 20/06/2027

  • Bajaj Auto Ltd

  • UNO Minda Ltd

  • Zydus Lifesciences Ltd

  • TATA Consumer Products Ltd

  • Coromandel International Ltd

  • Union Bank of India

  • Westlife Foodworld Ltd

  • ITC Ltd

  • SBI Life Insurance Company Ltd

  • Indian Bank

  • Computer Age Management Services Ltd

  • GAIL (India) Ltd

  • Schaeffler India Ltd

  • Maruti Suzuki India Ltd

  • Grasim Industries Ltd

  • Delhivery Ltd

  • Tata Motors Ltd

  • Cummins India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Mahindra & Mahindra Ltd

  • Cipla Ltd

  • Voltas Ltd

  • 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**

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

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

  • 7.10% Central Government Securities 18/04/2029

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

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

  • Hindustan UniLever Ltd

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

  • REC LTD - 5.74% - 20/06/2024**

  • Hatsun Agro Product Ltd

  • Tata Steel Ltd

  • Canara Bank

  • Alkem Laboratories Ltd

  • Fortis Health Care Ltd

  • Finolex Industries Ltd

  • Kotak Mahindra Bank Ltd

  • REC LTD - 8.27% - 06/02/2025**

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

  • Avenue Supermarts Ltd

  • Cholamandalam Financial Holdings Ltd

  • Zomato Ltd

  • Ceat Ltd

  • Sona BLW Precision Forgings Ltd

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

  • Polycab India Ltd

  • ICICI Prudential Life Insurance Company Ltd

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

  • 7.37% Central Government Securities 23/10/2028

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

  • Bharat Petroleum Corporation Ltd

  • REC LTD - 7.69% - 31/03/2033**

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

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

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

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

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

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

  • 7.18% Central Government Securities 24/07/2037

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

  • HDFC Bank Ltd - 7.8% - 03/05/2033

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

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

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

  • The Indian Hotels Company Ltd

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

  • NIIT Learning Systems Ltd

  • Jindal Steel & Power Ltd

  • Info Edge (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Lupin Ltd

  • TVS Supply Chain Solutions Ltd

  • Adani Ports and Special Economic Zone Ltd

  • LTIMindtree Ltd

  • Jubilant Foodworks Ltd

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

  • REC LTD - 7.51% - 31/07/2026

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

  • REC LTD - 7.44% - 30/04/2026

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

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

  • Tech Mahindra Ltd

  • Grindwell Norton Ltd

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

  • HDFC Bank Ltd - 7.8% - 02/06/2025

  • AU Small Finance Bank Ltd

  • 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 Agriculture & Rural Development - 5.27% - 23/07/2024**

  • Sundaram Clayton Ltd

  • Chennai Super Kings Ltd @

  • Sundaram Clayton DCD Ltd - 0.10% - 31/08/2024 - Unlisted Preference share** @

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  • Miscellaneous

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  • Auto Ancillary

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  • Breweries & Distilleries

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  • Automobile Two & Three Wheelers

  • Tea/Coffee

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  • Restaurants

  • Cigarettes/Tobacco

  • Depository Services

  • Industrial Gases & Fuels

  • Bearings

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  • Automobiles-Trucks/Lcv

  • Diesel Engines

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  • Retailing

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  • Cable

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  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • 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 ₹4,191.21 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 ₹0.14(0.1%)yesterday to ₹140.327.

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