Sundaram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.98 %Nav, as on 15-05-2025

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  • Net Change on 15-05-2025

  • 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 5.98 7.54 11.38 15.67 19.57 11.53
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 11.38 15.67 19.57 1.81 5,924.35
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 14.39 15.44 19.00 1.40 74,035.66
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 12.07 21.37 27.60 1.57 42,339.71
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 18.45 19.48 20.35 1.72 10,829.34
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 11.79 16.15 18.38 1.72 10,655.45
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Jul 29, 2015 12.07 15.81 19.07 1.73 8,854.07

Fund Holdings as on 30-April-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • 7.10% Central Government Securities 08/04/2034

  • Bharti Airtel Ltd

  • TREPS

  • State Bank of India

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • Mahindra & Mahindra Ltd

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

  • Larsen & Toubro Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Sundaram Liquid Fund - Direct Growth

  • Kalyan Jewellers India Ltd

  • Tata Consultancy Services Ltd

  • Shriram Finance Ltd

  • United Spirits Ltd

  • Coromandel International Ltd

  • Sun Pharmaceutical Industries Ltd

  • HCL Technologies Ltd

  • Amber Enterprises India Ltd

  • Bharat Petroleum Corporation Ltd

  • ITC Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • TATA Consumer Products Ltd

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

  • Ultratech Cement Ltd

  • Alkem Laboratories Ltd

  • Jubilant Foodworks Ltd

  • Grasim Industries Ltd

  • TATA Power Company Ltd

  • Computer Age Management Services Ltd

  • Ceat Ltd

  • SBI Life Insurance Company Ltd

  • Home First Finance Company Ltd

  • Marico Ltd

  • Bajaj Finance Limited May 2025

  • Zydus Lifesciences Ltd

  • Mankind Pharma Ltd

  • Bajaj Auto Ltd

  • Cummins India Ltd

  • Lupin Ltd

  • Bharat Electronics Ltd

  • UNO Minda Ltd

  • Tech Mahindra Ltd

  • Varun Beverages Ltd

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

  • Fortis Health Care Ltd

  • JK Cement Ltd

  • 7.18% Government Securities - 24/07/2037

  • Cholamandalam Investment and Finance Co Ltd - 8.54% - 12/04/2029**

  • Grindwell Norton Ltd

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

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • 7.34% Central Government Securities 22/04/2064

  • Amara Raja Energy & Mobility 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**

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

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

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

  • HDFC Bank Ltd - 7.7% - 16/05/2028

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

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

  • NTPC LTD

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

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

  • Axis Bank Ltd - 02/05/2025

  • The Indian Hotels Company Ltd

  • GAIL (India) Ltd

  • Polycab India Ltd

  • Delhivery Ltd

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

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

  • REC LTD - 7.56% - 31/08/2027**

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

  • Craftsman Automation Ltd

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

  • Coforge Ltd

  • MphasiS Ltd

  • Finolex Industries Ltd

  • Prudent Corporate Advisory Services Ltd

  • Tata Motors Ltd

  • 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

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

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

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

  • 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**

  • REC LTD - 7.44% - 30/04/2026**

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

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

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

  • Coal India Ltd

  • Axis Bank Ltd - 04/02/2026**

  • Margin Money For Derivatives

  • Chennai Super Kings Ltd @

  • Roadstar Infra Investment Trust (InvIT)

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Bank - Public

  • Consumer Food

  • Engineering - Construction

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Finance - NBFC

  • Breweries & Distilleries

  • Fertilizers

  • Air Conditioners

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Tea/Coffee

  • Auto Ancillary

  • Diversified

  • Depository Services

  • Tyres & Allied

  • Insurance

  • Finance - Housing

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Defence

  • Hospital & Healthcare Services

  • Abrasives

  • Batteries

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Courier Services

  • Cable

  • Plastic Products

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Mining & Minerals

  • Amusement Parks/Recreation/Club

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • MFU

  • REITs & InvITs

  • 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 ₹5,924.35 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 ₹1.55(0.98%)yesterday to ₹160.5016.

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