Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 12-07-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.18 8.71 29.64 16.61 16.90 15.19
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 29.64 16.61 16.90 0.70 4,979.18
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 27.83 14.89 15.96 0.74 71,495.31
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 39.96 25.73 22.77 1.02 37,036.78
HDFC Hybrid Equity -Direct Plan - Growth Option Dec 31, 2012 23.83 16.54 16.81 1.02 24,091.05
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 29.60 15.99 18.09 0.58 10,619.39
DSP Equity & Bond Fund - Direct Plan - Growth Dec 31, 2012 31.95 15.38 18.20 0.74 9,698.66

Fund Holdings as on 30-June-2024

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • 7.18% Government Securities - 14/08/2033

  • ICICI Bank Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Kalyan Jewellers India Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • 7.23% Central Government Securities 15/04/2039

  • State Bank of India

  • Tube Investments of India Ltd

  • Varun Beverages Ltd

  • Shriram Finance Ltd

  • NTPC LTD

  • UNO Minda Ltd

  • United Spirits Ltd

  • Coromandel International Ltd

  • Kotak Mahindra Bank Ltd

  • Zydus Lifesciences Ltd

  • HCL Technologies Ltd

  • Cummins India Ltd

  • Mahindra & Mahindra Ltd

  • Dr. Reddys Laboratories Ltd

  • Ultratech Cement Ltd

  • Tata Consultancy Services Ltd

  • Bajaj Auto Ltd

  • Computer Age Management Services Ltd

  • GAIL (India) Ltd

  • Tata Motors Ltd - DVR

  • Indian Bank

  • Grasim Industries Ltd

  • Cash and Other Net Current Assets^

  • Bharat Petroleum Corporation Ltd

  • Ceat Ltd

  • Amber Enterprises India Ltd

  • Schaeffler India Ltd

  • Voltas Ltd

  • 7.38% Central Government Securities 20/06/2027

  • IndusInd Bank Ltd

  • Alkem Laboratories Ltd

  • Westlife Foodworld Ltd

  • TATA Consumer Products Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Bajaj Finserv Ltd

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

  • Craftsman Automation Ltd

  • SBI Life Insurance Company Ltd

  • Union Bank of India

  • Tata Steel Ltd

  • HDFC Bank Ltd - 24/06/2025

  • Finolex Industries Ltd

  • Home First Finance Company Ltd

  • 7.18% Government Securities - 24/07/2037

  • Maruti Suzuki India Ltd

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

  • Tech Mahindra Ltd

  • Grindwell Norton Ltd

  • Delhivery Ltd

  • Zomato Ltd

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

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

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

  • Polycab India Ltd

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

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

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

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

  • Fortis Health Care Ltd

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

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

  • Marico Ltd

  • Canara Bank

  • Avenue Supermarts Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Hatsun Agro Product Ltd

  • Devyani international limited

  • REC LTD - 8.27% - 06/02/2025**

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

  • TREPS

  • Cholamandalam Financial Holdings Ltd

  • Info Edge (India) Ltd

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

  • The Indian Hotels Company Ltd

  • Apollo Tyres 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

  • 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**

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

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

  • 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**

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

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

  • Canara Bank - 06/12/2024**

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

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

  • Lupin Ltd

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

  • JK Cement 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**

  • REC LTD - 7.44% - 30/04/2026**

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

  • Punjab National Bank - 25/02/2025

  • Sona BLW Precision Forgings Ltd

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

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

  • Hindustan Petroleum Corporation Ltd

  • Chennai Super Kings Ltd @

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

View More
  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Consumer Food

  • Diamond & Jewellery

  • Engineering - Construction

  • Auto Ancillary

  • Cement & Construction Materials

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Cycles

  • Finance - NBFC

  • Power Generation/Distribution

  • Insurance

  • Breweries & Distilleries

  • Tyres & Allied

  • Fertilizers

  • Finance - Investment

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Depository Services

  • Industrial Gases & Fuels

  • Diversified

  • Bearings

  • Restaurants

  • Tea/Coffee

  • Steel & Iron Products

  • Plastic Products

  • Finance - Housing

  • Abrasives

  • Courier Services

  • e-Commerce

  • Cable

  • Hospital & Healthcare Services

  • Retailing

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Amusement Parks/Recreation/Club

View More

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • MFU

  • Preference Shares

  • Rights

  • Sov

  • Unrated

View More

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 ₹4,979.18 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 ₹0.46(0.26%)yesterday to ₹175.9867.

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