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Sundaram Mutual Fund · Hybrid: Aggressive
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Benchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 1.99%Inception · 01-01-2013
NAV
₹156.30
+0.75% · as of 14-05-2026
Since inception
10.34%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹85 Cr
AUM
Expense ratio
1.99%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.34% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.28%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.12%
RELIANCE INDUSTRIES LIMITED EQ4.46%
TREPS4.27%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.76%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.52%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.71%
Sundaram Liquid Fund - Direct Growth2.62%
6.48% Government of India2.57%
Kotak Mahindra Bank Limited2.40%
Sector allocation
Financial Services23.32%
Automobile and Auto Components7.01%
Information Technology6.69%
Oil, Gas & Consumable Fuels5.75%
Telecommunication3.76%
Capital Goods3.57%
Construction3.52%
Fast Moving Consumer Goods2.80%
Healthcare2.04%
Construction Materials1.83%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 10.3% p.a.₹10,000
10 years
Projected value
₹21,06,815
Invested: ₹12,00,000
Gained: ₹9,06,815
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149599
ISIN (Growth)
INF173K01CL8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
quant Aggressive Hybrid Fund Gr Reg Plan
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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