Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Nav: ₹ 160.8355 ↑ 0.59%
[as on 1 October, 2025]

Nav chart with SMA (Simple moving average) overlay

SMA (Simple Moving Average)

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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1.34% 0.59% 0.59% 1.05% -1.15% -2.72% 12.76%---

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
71.35% 4.70% (Arbitrage: 4.70%) 0.00% 0.00% 4.80%

Equity

NameSectorWeight %
HDFC Bank LtdBanks6.94%
ICICI Bank LtdBanks5.47%
Reliance Industries LtdPetroleum Products4.34%
Bharti Airtel LtdTelecom - Services3.48%
State Bank of IndiaBanks2.28%
Kotak Mahindra Bank LtdBanks2.72%
Larsen & Toubro LtdConstruction2.54%
Embassy Office Parks (REIT)Realty1.97%
Bajaj Finance LtdFinance1.92%
Mahindra & Mahindra LtdAutomobiles1.92%
Hindustan UniLever LtdDiversified Fmcg1.78%
Infosys LtdIt - Software1.70%
Cholamandalam Investment and Finance Company LtdFinance1.55%
Cummins India LtdIndustrial Products1.38%
HCL Technologies LtdIt - Software1.37%
Bharat Electronics LtdAerospace & Defense1.32%
Coromandel International LtdFertilizers & Agrochemicals1.31%
Interglobe Aviation LtdTransport Services1.30%
Power Finance Corporation LtdFinance1.29%
Shriram Finance LtdFinance1.19%
Maruti Suzuki India LtdAutomobiles1.19%
TATA Consumer Products LtdAgricultural Food & Other Products1.09%
Jubilant Foodworks LtdLeisure Services1.03%
Bharat Petroleum Corporation LtdPetroleum Products0.96%
Grasim Industries LtdCement & Cement Products0.91%
Amber Enterprises India LtdConsumer Durables0.93%
Multi Commodity Exchange of India LtdCapital Markets-0.01%
Ultratech Cement LtdCement & Cement Products0.87%
Bajaj Auto LtdAutomobiles0.86%
United Spirits LtdBeverages0.84%
TATA Power Company LtdPower0.82%
Mankind Pharma LtdPharmaceuticals & Biotechnology0.82%
UNO Minda LtdAuto Components0.82%
SBI Life Insurance Company LtdInsurance0.81%
BSE LtdCapital Markets0.80%
Sun Pharmaceutical Industries LtdPharmaceuticals & Biotechnology0.75%
ITC LtdDiversified Fmcg0.74%
Pidilite Industries LtdChemicals & Petrochemicals0.71%
Fortis Health Care LtdHealthcare Services0.68%
Lupin LtdPharmaceuticals & Biotechnology0.68%
Home First Finance Company LtdFinance0.67%
JK Cement LtdCement & Cement Products0.66%
Zydus Lifesciences LtdPharmaceuticals & Biotechnology0.63%
The Indian Hotels Company LtdLeisure Services0.59%
Prestige Estates Projects LtdRealty0.59%
CRISIL LtdFinance0.59%
Tech Mahindra LtdIt - Software0.54%
Varun Beverages LtdBeverages0.52%
Amara Raja Energy & Mobility LtdAuto Components0.45%
Hero MotoCorp LtdAutomobiles0.44%
Indus Towers Ltd (Prev Bharti Infratel Ltd)Telecom - Services0.38%
Prudent Corporate Advisory Services LtdCapital Markets0.33%
Indegene LimitedHealthcare Services0.30%
GAIL (India) LtdGas0.29%
Polycab India LtdIndustrial Products0.26%
Adani Ports and Special Economic Zone LtdTransport Infrastructure0.05%
7.5% Cholamandalam Investment and Company Ltd - 30/09/2026Unrated0.30%

Debt

NameRatingWeight %
Portfolio data is as on date 31 August, 2025

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The latest NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is 160.8355 as on 1 October, 2025.
  • What are YTD (year to date) returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The YTD (year to date) returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are 1.34% as on 1 October, 2025.
  • What are 1 year returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The 1 year returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are -2.72% as on 1 October, 2025.
  • What are 3 year CAGR returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The 3 year annualized returns (CAGR) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are 12.76% as on 1 October, 2025.