Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

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  • 0.01 %Nav, as on 13-11-2025

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  • Net Change on 13-11-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct 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)- Direct Plan - Growth Option 1.51 4.21 6.77 13.72 16.25 14.19
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)- Direct Plan - Growth Option Jan 01, 2013 6.77 13.72 16.25 0.67 7,332.62
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 12.30 19.73 25.49 0.94 48,071.30
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 7.63 14.77 15.88 0.58 11,402.98
Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth Jul 29, 2015 10.08 15.05 16.38 0.38 9,424.67
Kotak Aggressive Hybrid Fund - Growth - Direct Nov 03, 2014 7.52 16.61 19.29 0.48 8,402
UTI Aggressive Hybrid Fund -Direct Plan - Growth Jan 01, 2013 6.80 17.02 19.54 1.23 6,595.50

Fund Holdings as on 31-October-2025

  • TREPS

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • 7.10% Central Government Securities 08/04/2034*

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • Mahindra & Mahindra Ltd

  • Embassy Office Parks (REIT)

  • Bajaj Finance Ltd

  • State Bank of India

  • Cholamandalam Investment and Finance Company Ltd

  • Hindustan UniLever Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Bharat Electronics Ltd

  • Coromandel International Ltd

  • Cummins India Ltd

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

  • HCL Technologies Ltd

  • Interglobe Aviation Ltd

  • Jubilant Foodworks Ltd

  • Power Finance Corporation Ltd

  • Infosys Ltd

  • TATA Consumer Products Ltd

  • BSE Ltd

  • Bharat Petroleum Corporation Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • Amber Enterprises India Ltd

  • Grasim Industries Ltd

  • National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028

  • United Spirits Ltd

  • SBI Life Insurance Company Ltd

  • Amara Raja Energy & Mobility Ltd

  • TATA Power Company Ltd

  • CRISIL Ltd

  • Bajaj Auto Ltd

  • Home First Finance Company Ltd

  • Mankind Pharma Ltd

  • JK Cement Ltd

  • Sun Pharmaceutical Industries Ltd

  • UNO Minda Ltd

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

  • 6.79% Central Government Securities 07/10/2034

  • Lupin Ltd

  • Pidilite Industries Ltd

  • Prestige Estates Projects Ltd

  • Varun Beverages Ltd

  • Fortis Health Care Ltd

  • Prudent Corporate Advisory Services Ltd

  • National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028**

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

  • 7.18% Government Securities - 24/07/2037

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

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

  • Tech Mahindra Ltd

  • 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**

  • Small Industries Development Bank of India - 7.47% - 05/09/2029

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

  • HDFC Bank Ltd - 7.7% - 16/05/2028**

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

  • 7.30% Government Securities - 19/06/2053

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

  • Muthoot Finance Ltd - 8.05% - 25/11/2027

  • 7.34% Central Government Securities 22/04/2064

  • State Bank of India - 6.93% - 20/10/2035**

  • The Indian Hotels Company Ltd

  • Indegene Limited

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

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

  • REC LTD - 7.34% - 30/04/2030

  • REC LTD - 7.56% - 31/08/2027**

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

  • GAIL (India) Ltd

  • Polycab India Ltd

  • PB Fintech Ltd

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

  • 7.02% Central Government Securities 18/06/2031

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

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

  • Small Industries Development Bank of India - 7.34% - 26/02/2029

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

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

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

  • Power Finance Corporation Ltd - 6.73% - 15/10/2027**

  • Bajaj Finance Ltd - 7.11% - 10/07/2028**

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

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

  • Cash and Other Net Current Assets^

  • 7.72% Karnataka State Government Securities - 06/12/2035

  • 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

  • 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**

  • Export Import Bank of India - 30/12/2025

  • Power Finance Corporation Ltd - 6.59% - 15/10/2030

  • 6.33% Central Government Securities 05/05/2035

  • Axis Bank Ltd - 04/02/2026**

  • Chennai Super Kings Ltd @

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • IT - Software

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Bank - Public

  • Cement & Construction Materials

  • Finance - Others

  • Household & Personal Products

  • Defence

  • Fertilizers

  • Diesel Engines

  • Airlines

  • Finance Term Lending

  • Tea/Coffee

  • Air Conditioners

  • Diversified

  • Breweries & Distilleries

  • Insurance

  • Batteries

  • Power Generation/Distribution

  • Ratings

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Auto Ancillary

  • Chemicals

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Business Support

  • Gas Transmission/Marketing

  • Cable

  • Fintech

  • Amusement Parks/Recreation/Club

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • 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 01-Jan-2013 and currently has an AUM of ₹7,332.62 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 ₹0.03(0.01%)yesterday to ₹189.96.

Among its top 3 holdings the fund has exposure to TREPS, 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