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 -0.08 4.21 29.94 12.71 17.34 11.90
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 29.94 12.71 17.34 1.84 5,328.20
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 25.51 11.01 15.45 1.40 73,405.39
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 36.81 20.81 24.31 1.59 40,095.35
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 21.84 13.48 17.04 1.68 24,644.67
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 30.36 12.81 17.70 1.71 11,094.59
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 30.94 13.29 17.59 1.74 10,322.86

Fund Holdings as on 31-August-2024

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • 7.18% Government Securities - 14/08/2033

  • TREPS

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Kalyan Jewellers India Ltd

  • Larsen & Toubro Ltd

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

  • 7.10% Central Government Securities 08/04/2034

  • Sun Pharmaceutical Industries Ltd

  • Bharat Petroleum Corporation Ltd

  • Shriram Finance Ltd

  • HCL Technologies Ltd

  • Axis Bank Ltd

  • NTPC LTD

  • State Bank of India

  • United Spirits Ltd

  • Tube Investments of India Ltd

  • UNO Minda Ltd

  • Varun Beverages Ltd

  • Bajaj Auto Ltd

  • Coromandel International Ltd

  • Maruti Suzuki India Ltd

  • Kotak Mahindra Bank Ltd

  • Ceat Ltd

  • Zydus Lifesciences Ltd

  • Tata Consultancy Services Ltd

  • Computer Age Management Services Ltd

  • Dr. Reddys Laboratories Ltd

  • Amber Enterprises India Ltd

  • Tata Motors Ltd

  • Alkem Laboratories Ltd

  • GAIL (India) Ltd

  • Cummins India Ltd

  • TATA Consumer Products Ltd

  • Ultratech Cement Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Indian Bank

  • Voltas Ltd

  • Lupin Ltd

  • Grasim Industries Ltd

  • SBI Life Insurance Company Ltd

  • 7.38% Central Government Securities 20/06/2027

  • Mahindra & Mahindra Ltd

  • Craftsman Automation Ltd

  • Westlife Foodworld Ltd

  • ITC Ltd

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

  • Home First Finance Company Ltd

  • Schaeffler India Ltd

  • Tech Mahindra Ltd

  • Zomato Ltd

  • Finolex Industries Ltd

  • 7.18% Government Securities - 24/07/2037

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

  • Union Bank of India

  • Marico Ltd

  • Fortis Health Care Ltd

  • Delhivery Ltd

  • Hatsun Agro Product Ltd

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

  • 7.30% Government Securities - 19/06/2053

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

  • Grindwell Norton Ltd

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

  • Polycab India Ltd

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

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

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

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

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

  • Power Finance Corporation Ltd - 7.32% - 15/07/2039**

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

  • HDFC Bank Ltd (Prev HDFC Ltd) - 7.4% - 02/06/2025**

  • Tata Steel Ltd

  • Cash and Other Net Current Assets^

  • Devyani international limited

  • Cholamandalam Financial Holdings Ltd

  • Kirloskar Oil Engines Ltd

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

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

  • Canara Bank

  • REC LTD - 7.56% - 31/08/2027**

  • Apollo Tyres Ltd

  • The Indian Hotels Company Ltd

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

  • HDFC Bank Ltd - 24/06/2025**

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

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

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

  • 7.72% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

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

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

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

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

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

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

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

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

  • Kajaria Ceramics Ltd

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

  • JK Cement Ltd

  • Coal India Ltd

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

  • REC LTD - 7.51% - 31/07/2026**

  • REC LTD - 7.44% - 30/04/2026**

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

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

  • HDFC Bank Ltd - 06/12/2024

  • 7.34% Central Government Securities 22/04/2064

  • 7.37% Government Securities-23/10/2028

  • Chennai Super Kings Ltd@

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Consumer Food

  • Engineering - Construction

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Insurance

  • Finance - NBFC

  • Power Generation/Distribution

  • Tyres & Allied

  • Breweries & Distilleries

  • Cycles

  • Automobile Two & Three Wheelers

  • Fertilizers

  • Cement & Construction Materials

  • Depository Services

  • Automobiles-Trucks/Lcv

  • Industrial Gases & Fuels

  • Diesel Engines

  • Tea/Coffee

  • Diversified

  • Restaurants

  • Cigarettes/Tobacco

  • Finance - Housing

  • e-Commerce

  • Bearings

  • Plastic Products

  • Hospital & Healthcare Services

  • Courier Services

  • Abrasives

  • Cable

  • Steel & Iron Products

  • Finance - Investment

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Ceramics/Marble/Granite/Sanitaryware

  • Mining & Minerals

  • Amusement Parks/Recreation/Club

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • 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 ₹5,328.20 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 ₹-1.29(-0.79%)yesterday to ₹161.3376.

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