Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

Other Plans and Options
  • 1.37 %Nav, as on 11-04-2025

  • Previous Nav

  • Net Change on 11-04-2025

  • 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 2.61 -2.95 5.23 11.66 19.64 13.96
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 5.23 11.66 19.64 0.80 5,618.99
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 8.55 10.92 18.34 0.81 72,555.11
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 6.66 16.85 27.11 1.02 40,961.70
HDFC Hybrid Equity -Direct Plan - Growth Option Dec 31, 2012 4.22 11.31 20.92 1.06 23,229.08
DSP Aggressive Hybrid Fund - Direct Plan - Growth Dec 31, 2012 13.89 14.34 20.42 0.71 10,425.38
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 5.41 11.67 18.54 0.61 10,371.72

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • 7.10% Central Government Securities 08/04/2034

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Bharti Airtel Ltd

  • State Bank of India

  • Infosys Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Larsen & Toubro Ltd

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

  • Mahindra & Mahindra Ltd

  • Tata Consultancy Services Ltd

  • Shriram Finance Ltd

  • Kalyan Jewellers India Ltd

  • Amber Enterprises India Ltd

  • HCL Technologies Ltd

  • Sun Pharmaceutical Industries Ltd

  • United Spirits Ltd

  • Coromandel International Ltd

  • ITC Ltd

  • Bharat Petroleum Corporation Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • Alkem Laboratories Ltd

  • Jubilant Foodworks Ltd

  • TREPS

  • Grasim Industries Ltd

  • TATA Power Company Ltd

  • TATA Consumer Products Ltd

  • Computer Age Management Services Ltd

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

  • Bajaj Auto Ltd

  • Zydus Lifesciences Ltd

  • SBI Life Insurance Company Ltd

  • Ceat Ltd

  • Lupin Ltd

  • Marico Ltd

  • Bharat Electronics Ltd

  • Cummins India Ltd

  • Dr. Reddys Laboratories Ltd

  • UNO Minda Ltd

  • Home First Finance Company Ltd

  • Varun Beverages Ltd

  • Tech Mahindra Ltd

  • NTPC LTD

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

  • Fortis Health Care Ltd

  • 7.18% Government Securities - 24/07/2037

  • JK Cement Ltd

  • Grindwell Norton Ltd

  • Craftsman Automation Ltd

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

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

  • Amara Raja Energy & Mobility Ltd

  • 7.34% Central Government Securities 22/04/2064

  • Indian Bank

  • Schaeffler India Ltd

  • Tata Motors Ltd

  • Zomato 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 - 7.32% - 15/07/2039**

  • 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 - 7.62% - 31/01/2028**

  • HDFC Bank Ltd - 7.7% - 16/05/2028

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

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

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

  • The Indian Hotels Company Ltd

  • National Bank for Agriculture & Rural Development - 05/02/2026**

  • Coal India Ltd

  • Coforge Ltd

  • 8.69% Tamil Nadu State Development Loan - 24/02/2026

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

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

  • GAIL (India) Ltd

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

  • REC LTD - 7.56% - 31/08/2027**

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

  • Kirloskar Oil Engines Ltd

  • Polycab India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • MphasiS Ltd

  • Finolex Industries Ltd

  • Prudent Corporate Advisory Services Ltd

  • Delhivery Ltd

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

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

  • 7.02% Central Government Securities 18/06/2031

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

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

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

  • 7.30% Central Government Securities_Floating Rate Bond - 04/10/2028 ~

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

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

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

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

  • Axis Bank Ltd - 04/02/2026**

  • Cash and Other Net Current Assets^

  • Chennai Super Kings Ltd @

View More

  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Consumer Food

  • Engineering - Construction

  • Finance - NBFC

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Power Generation/Distribution

  • Air Conditioners

  • Breweries & Distilleries

  • Fertilizers

  • Cigarettes/Tobacco

  • Auto Ancillary

  • Insurance

  • Diversified

  • Depository Services

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Defence

  • Diesel Engines

  • Finance - Housing

  • Hospital & Healthcare Services

  • Abrasives

  • Batteries

  • Bearings

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Hotel, Resort & Restaurants

  • Mining & Minerals

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Cable

  • Plastic Products

  • Finance - Others

  • Courier Services

  • Amusement Parks/Recreation/Club

View More

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • MFU

  • Sovereign

  • 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 ₹5,618.99 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 ₹2.32(1.37%)yesterday to ₹171.4043.

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