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Previously called: Principal Hybrid Equity Direct-G

NAV as of ( Sep 09, 2022 )

127.8 0.17 % 1-D Change

14.41% p.a.

You get upto 1.2% extra returns

ET Money's Fund Report Card - Sundaram Aggressive Hybrid Fund

ET Money Rank


Out of 30

Performance Quality info

Very Good drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Very Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
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Scheme Details

ET Money Rank 15 Out of 30
VRO Rating 3
Expense ratio 0.81%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 3,026 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark CRISIL Hybrid 35+65 Aggressive
Min. Investment

SIP 100  &

Lumpsum 300

About Sundaram Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund Direct-Growth is a Aggressive Hybrid mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Aggressive Hybrid Fund Direct-Growth has ₹3,026 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.81%, which is less than what most other Aggressive Hybrid funds charge. Currently, the fund has a 71.53% allocation to equity and 23.41% to Debt.
  • Sundaram Aggressive Hybrid Fund Direct-Growth returns of last 1-year are 5.59%. Since launch, it has delivered 12.58% average annual returns. The fund has doubled the money invested in it every 3 yrs.
  • Sundaram Aggressive Hybrid Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund's equity portion is primarily invested in Financial, Technology, Consumer Staples, Healthcare, Energy sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., Reliance Industries Ltd., Sun Pharmaceutical Inds. Ltd., Reserve Bank of India.
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Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Allocation by Market Cap

Large Cap 57.25%

Mid Cap 10.54%

Small Cap 3.74%

Other Cap 0%

Allocation by Sector

Financial 25.55%

Technology 7.15%

Consumer Staples 6.74%

Healthcare 6.1%

Top Debt Holdings

Reserve Bank of India 3.43%

GOI 3.13%

Export-Import Bank Of India 1.64%

Punjab National Bank 1.31%

Allocation by Credit Quality

AAA 7.75%

SOV 7.6%

A1+ 6.67%

Cash & Call Money 4.34%

Allocation by Instruments

Certificate of Deposit 4.9%

Debenture 4.32%

Treasury Bills 3.43%

GOI Securities 3.13%

Other Holdings

Others 0.72%

Comparison with aggressive hybrid Funds

as on Sep 12, 2022
2.35 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 2.35% 2.01% 8 / 31
3 months 12.87% 12.49% 9 / 31
6 months 7.2% 7.17% 14 / 31
1 year 5.5% 4.85% 12 / 31
3 years 18.17% 17.81% 10 / 29
5 years 11.39% 11.6% 11 / 23


Level of Risk in the Scheme


Investors understand that their principal will be at High risk

Sundaram Aggressive Hybrid Fund


The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

  • Std. Dev : 16.19
  • Alpha : 2.09
  • Beta : 0.86
  • Sharpe : 0.85
  • Sortino : 0.89
  • Profile

    Ravi Gopalakrishnan

    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

  • Profile

    Dwijendra Srivastava

    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

  • Profile

    S Bharath

    Mr. Bharath is a B Com (H), MBA and ICWA.

    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

  • Profile

    Sandeep Agarwal

    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Sundaram Mutual Fund

Sundaram Mutual Fund



See all schemes


₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Chennai, 600014

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Frequently asked questions

How are the returns of Sundaram Aggressive Hybrid Fund ?

The Sundaram Aggressive Hybrid Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 14.41% since inception.

Sundaram Aggressive Hybrid Fund Returns

1-Year 3-Year 5-Year Since Inception
5.5% 18.17% 11.39% 14.41%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Aggressive Hybrid Fund for Sep 09, 2022 is 127.8 .

Sundaram Aggressive Hybrid Fund has an ET Money Rank of # 15 of 30 and a consistency rating of 3 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Sundaram Aggressive Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Aggressive Hybrid Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Aggressive Hybrid Fund is 0.81%.  .

Redeeming your investments in Sundaram Aggressive Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Aggressive Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Aggressive Hybrid Fund is ₹3,026 Crs.

The Sundaram Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company Percentage of Portfolio
ICICI Bank Ltd. 6.09%
Infosys Ltd. 5.46%
Reliance Industries Ltd. 5.31%
HDFC Bank Ltd. 5.09%
Sun Pharmaceutical Inds. Ltd. 3.58%
Housing Development Finance Corpn. Ltd. 3.24%
Bharti Airtel Ltd. 3.12%
Larsen & Toubro Ltd. 2.57%
State Bank of India 2.53%
Varun Beverages Ltd. 1.83%

The Sundaram Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -

Sector Percentage of Portfolio
Financial 25.55%
Technology 7.15%
Consumer Staples 6.74%
Healthcare 6.1%
Energy 5.76%
Automobile 4.41%
Communication 3.12%
Construction 2.9%
Materials 2.25%
Capital Goods 1.99%

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Aggressive Hybrid Fund's debt portion's allocation by credit quality is given below
Credit Quality Percentage of Portfolio
AAA 7.75%
SOV 7.6%
A1+ 6.67%

The top 3 debt holdings of Sundaram Aggressive Hybrid Fund are as follows

Holding Name Percentage of Portfolio
Reserve Bank of India 3.43%
GOI 3.13%
Export-Import Bank Of India 1.64%
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