Sundaram Aggressive Hybrid Fund - Growth - Direct Plan

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  • 1.57 %Nav, as on 04-02-2025

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  • Net Change on 04-02-2025

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  • 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 -5.15 -3.77 10.96 11.79 16.09 14.25
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 10.96 11.79 16.09 0.70 5,543.80
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 12.72 11.38 14.21 0.73 71,635.79
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 12.48 17.58 22.31 1.01 39,769.96
HDFC Hybrid Equity -Direct Plan - Growth Option Dec 31, 2012 8.57 11.83 16.15 1.05 23,911.59
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 11.35 11.84 15.89 0.61 10,747.36
DSP Aggressive Hybrid Fund - Direct Plan - Growth Dec 31, 2012 16.34 13.57 16.12 0.71 10,306.16

Fund Holdings as on 31-December-2024

  • 7.10% Central Government Securities 08/04/2034

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Kalyan Jewellers India Ltd

  • TREPS

  • Larsen & Toubro Ltd

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

  • State Bank of India

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Sundaram Liquid Fund - Direct Growth

  • Sun Pharmaceutical Industries Ltd

  • HCL Technologies Ltd

  • Amber Enterprises India Ltd

  • United Spirits Ltd

  • Shriram Finance Ltd

  • Kotak Mahindra Bank Ltd

  • Ceat Ltd

  • Axis Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • Coromandel International Ltd

  • Tube Investments of India Ltd

  • Computer Age Management Services Ltd

  • UNO Minda Ltd

  • Varun Beverages Ltd

  • NTPC LTD

  • Alkem Laboratories Ltd

  • Tata Consultancy Services Ltd

  • Maruti Suzuki India Ltd

  • Dr. Reddys Laboratories Ltd

  • Bajaj Auto Ltd

  • Zydus Lifesciences Ltd

  • Lupin Ltd

  • Ultratech Cement Ltd

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

  • Voltas Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Tech Mahindra Ltd

  • Indian Bank

  • Cummins India Ltd

  • Jubilant Foodworks Ltd

  • Mahindra & Mahindra Ltd

  • Grasim Industries Ltd

  • Zomato Ltd

  • Fortis Health Care Ltd

  • TATA Consumer Products Ltd

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

  • ITC Ltd

  • Craftsman Automation Ltd

  • Home First Finance Company Ltd

  • Marico Ltd

  • SBI Life Insurance Company Ltd

  • 7.18% Government Securities - 24/07/2037

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

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

  • Tata Motors Ltd

  • Union Bank of India

  • Schaeffler India Ltd

  • Polycab India Ltd

  • TATA Power Company Ltd

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

  • The Indian Hotels Company Ltd

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

  • 7.34% Central Government Securities 22/04/2064

  • 7.30% Government Securities - 19/06/2053

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

  • Bharat Electronics Ltd

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

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

  • Cash and Other Net Current Assets^

  • Finolex Industries Ltd

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

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

  • 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**

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

  • Bank of Baroda - 20/02/2025**

  • Delhivery Ltd

  • Devyani international limited

  • Hindalco Industries Ltd

  • Hatsun Agro Product Ltd

  • Apollo Tyres Ltd

  • GAIL (India) Ltd

  • Grindwell Norton Ltd

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

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

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

  • REC LTD - 7.56% - 31/08/2027**

  • Kirloskar Oil Engines Ltd

  • HDFC Bank Ltd - 24/06/2025

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

  • JK Cement Ltd

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

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

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

  • 7.02% Central Government Securities 18/06/2031

  • 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**

  • 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 - 21/03/2025**

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

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

  • Kajaria Ceramics Ltd

  • Small Industries Development Bank of India - 7.68% - 10/08/2027

  • PNB Housing Finance Ltd - 8.15% - 29/07/2027**

  • REC LTD - 7.51% - 31/07/2026**

  • REC LTD - 7.44% - 30/04/2026

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

  • Bank of India

  • Coal India Ltd

  • Westlife Foodworld Ltd

  • Chennai Super Kings Ltd @

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Public

  • Consumer Food

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Air Conditioners

  • Engineering - Construction

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Tyres & Allied

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Insurance

  • Finance - NBFC

  • Fertilizers

  • Cycles

  • Depository Services

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Diversified

  • e-Commerce

  • Hospital & Healthcare Services

  • Tea/Coffee

  • Cigarettes/Tobacco

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Bearings

  • Cable

  • Hotel, Resort & Restaurants

  • Defence

  • Plastic Products

  • Courier Services

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

  • Abrasives

  • Engineering - Industrial Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Mining & Minerals

  • Restaurants

  • Amusement Parks/Recreation/Club

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • ICRA AAA

  • IND A1+

  • IND AA+

  • MFU

  • 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 ₹5,543.80 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 ₹2.7(1.57%)yesterday to ₹175.1935.

Among its top 3 holdings the fund has exposure to 7.10% Central Government Securities 08/04/2034, 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