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Sundaram Aggressive Hybrid Fund - Regular Plan Growth

Hybrid Generate Income and create wealth

Aggressive Hybrid Fund

Category Rank

Rating

It holds a relatively good and strong portfolio
It has the one of the lowest expense ratio's in the category

Fund

Fund sahi hai

Time to Invest

NAV

Rs.156.449 (08/05/2025)

	L 52Wk H
141.25		166.24

Asset Allocation for Sundaram Aggressive Hybrid Fund - Regular Plan Growth Fund Growth

Top 10 Holdings of Sundaram Aggressive Hybrid Fund - Regular Plan Growth

37.54 % of total assets

HDFC Bank Ltd(5.79%)

7.10% Central Government Securities 08/04/2034(5.51%)

ICICI Bank Ltd(4.74%)

Reliance Industries Ltd(4.73%)

Sundaram Money Market Fund-Direct Plan - Growth*(3.62%)

Bharti Airtel Ltd(3.23%)

State Bank of India(2.86%)

Infosys Ltd(2.60%)

Axis Bank Ltd(2.30%)

Kotak Mahindra Bank Ltd(2.15%)

Detailed Portfolio of Sundaram Aggressive Hybrid Fund - Regular Plan Growth

                    Portfolio Date -31 Mar 2025 

                    Equity Holdings -64 

                    Debt Holdings -45 

                    Other Holdings -3

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
HDFC Bank Ltd	5.79%	325.374 Cr
ICICI Bank Ltd	4.74%	266.429 Cr
Reliance Industries Ltd	4.73%	265.961 Cr
Bharti Airtel Ltd	3.23%	181.314 Cr
State Bank of India	2.86%	160.620 Cr
Infosys Ltd	2.60%	146.070 Cr
Axis Bank Ltd	2.30%	129.336 Cr
Kotak Mahindra Bank Ltd	2.15%	120.961 Cr
Larsen & Toubro Ltd	1.96%	110.357 Cr
Mahindra & Mahindra Ltd	1.74%	97.568 Cr
Tata Consultancy Services Ltd	1.62%	91.055 Cr
Shriram Finance Ltd	1.60%	90.036 Cr
Kalyan Jewellers India Ltd	1.54%	86.441 Cr
Amber Enterprises India Ltd	1.46%	82.135 Cr
HCL Technologies Ltd	1.38%	77.396 Cr
Sun Pharmaceutical Industries Ltd	1.30%	72.857 Cr
United Spirits Ltd	1.25%	70.065 Cr
Coromandel International Ltd	1.24%	69.374 Cr
ITC Ltd	1.22%	68.419 Cr
Bharat Petroleum Corporation Ltd	1.19%	66.833 Cr
Maruti Suzuki India Ltd	1.17%	65.676 Cr
Ultratech Cement Ltd	0.99%	55.821 Cr
Alkem Laboratories Ltd	0.96%	53.699 Cr
Jubilant Foodworks Ltd	0.95%	53.578 Cr
Grasim Industries Ltd	0.87%	48.792 Cr
TATA Power Company Ltd	0.85%	47.864 Cr
TATA Consumer Products Ltd	0.83%	46.551 Cr
Computer Age Management Services Ltd	0.83%	46.542 Cr
Bajaj Auto Ltd	0.80%	44.909 Cr
Zydus Lifesciences Ltd	0.76%	42.547 Cr
SBI Life Insurance Company Ltd	0.72%	40.554 Cr
Ceat Ltd	0.72%	40.219 Cr
Lupin Ltd	0.70%	39.545 Cr
Marico Ltd	0.70%	39.425 Cr
Bharat Electronics Ltd	0.69%	38.683 Cr
Cummins India Ltd	0.68%	38.148 Cr
Dr. Reddys Laboratories Ltd	0.67%	37.873 Cr
UNO Minda Ltd	0.67%	37.425 Cr
Home First Finance Company Ltd	0.66%	37.096 Cr
Varun Beverages Ltd	0.65%	36.696 Cr
Tech Mahindra Ltd	0.64%	36.024 Cr
NTPC LTD	0.63%	35.224 Cr
Fortis Health Care Ltd	0.62%	34.918 Cr
JK Cement Ltd	0.56%	31.179 Cr
Grindwell Norton Ltd	0.55%	30.871 Cr
Craftsman Automation Ltd	0.54%	30.552 Cr
Amara Raja Energy & Mobility Ltd	0.52%	29.000 Cr
Indian Bank	0.52%	28.934 Cr
Schaeffler India Ltd	0.51%	28.544 Cr
Tata Motors Ltd	0.48%	26.978 Cr
Zomato Ltd	0.48%	26.826 Cr
Indus Towers Ltd (Prev Bharti Infratel Ltd)	0.45%	25.029 Cr
The Indian Hotels Company Ltd	0.42%	23.627 Cr
Coal India Ltd	0.38%	21.503 Cr
Coforge Ltd	0.38%	21.150 Cr
GAIL (India) Ltd	0.36%	20.134 Cr
Kirloskar Oil Engines Ltd	0.35%	19.636 Cr
Polycab India Ltd	0.34%	19.305 Cr
ICICI Prudential Life Insurance Company Ltd	0.34%	19.047 Cr
MphasiS Ltd	0.34%	18.908 Cr
Finolex Industries Ltd	0.34%	18.893 Cr
Prudent Corporate Advisory Services Ltd	0.33%	18.310 Cr
Delhivery Ltd	0.31%	17.219 Cr
Chennai Super Kings Ltd @	0.00%	0.047 Cr	-

Holdings	% Weight	Value	Sahi Hai/Nahi
7.10% Central Government Securities 08/04/2034	5.51%	309.782 Cr
7.23% Central Government Securities 15/04/2039*	1.87%	104.841 Cr
National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027	0.81%	45.431 Cr
National Bank for Agriculture & Rural Development - 7.58% - 31/07/2026	0.62%	35.078 Cr
7.18% Government Securities - 24/07/2037	0.56%	31.225 Cr
Cholamandalam Investment and Finance Co Ltd - 8.54% - 12/04/2029**	0.54%	30.374 Cr
Bajaj Finance Ltd - 7.82% - 31/01/2034	0.54%	30.327 Cr
7.34% Central Government Securities 22/04/2064	0.52%	28.945 Cr
Power Finance Corporation Ltd - 7.82% - 06/03/2038**	0.47%	26.358 Cr
7.30% Government Securities - 19/06/2053	0.47%	26.203 Cr
National Bank for Financing Infrastructure and Development - 7.65% - 22/12/2038**	0.46%	26.058 Cr
LIC Housing Finance Ltd - 8.025% - 23/03/2033**	0.46%	25.877 Cr
Power Finance Corporation Ltd - 7.32% - 15/07/2039**	0.45%	25.516 Cr
Power Finance Corporation Ltd - 7.6% - 13/04/2029**	0.45%	25.339 Cr
Small Industries Development Bank of India - 7.79% - 14/05/2027**	0.45%	25.248 Cr
National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028**	0.45%	25.185 Cr
HDFC Bank Ltd - 7.7% - 16/05/2028	0.45%	25.132 Cr
Shriram Finance Ltd - 8.75% - 15/06/2026**	0.45%	25.049 Cr
Small Industries Development Bank of India - 7.43% - 31/08/2026**	0.45%	25.027 Cr
National Bank for Agriculture & Rural Development - 05/02/2026**	0.42%	23.559 Cr
8.69% Tamil Nadu State Development Loan - 24/02/2026	0.36%	20.362 Cr
National Bank for Financing Infrastructure and Development - 7.43% - 04/07/2034	0.36%	20.280 Cr
Bajaj Finance Ltd - 7.87% - 08/02/2034**	0.36%	20.278 Cr
Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026**	0.36%	20.126 Cr
REC LTD - 7.56% - 31/08/2027**	0.36%	20.120 Cr
7.5% Cholamandalam Investment and Company Ltd - 30/09/2026	0.35%	19.872 Cr
Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038**	0.28%	15.755 Cr
HDFC Bank Ltd (Prev HDFC Ltd) - 7.8% - 03/05/2033**	0.27%	15.395 Cr
7.02% Central Government Securities 18/06/2031	0.27%	15.390 Cr
Power Grid Corporation of India Ltd - 7.35% - 12/03/2034**	0.27%	15.283 Cr
Power Finance Corporation Ltd - 7.77% - 15/04/2028**	0.27%	15.211 Cr
Power Finance Corporation Ltd - 7.77% - 15/07/2026	0.27%	15.090 Cr
7.30% Central Government Securities_Floating Rate Bond - 04/10/2028 ~	0.27%	15.086 Cr
Embassy Office Parks REIT - 7.77% - 05/06/2025**	0.27%	15.002 Cr
National Bank for Agriculture & Rural Development - 7.35% - 08/07/2025**	0.27%	14.986 Cr
LIC Housing Finance Ltd - 6.17% - 03/09/2026**	0.26%	14.727 Cr
7.44% Tamil Nadu State Government Securities -20/03/2034	0.23%	13.110 Cr
Small Industries Development Bank of India - 7.68% - 10/08/2027**	0.18%	10.086 Cr
PNB Housing Finance Ltd - 8.15% - 29/07/2027**	0.18%	10.036 Cr
Can Fin Homes Ltd - 8.09% - 04/01/2027**	0.18%	10.036 Cr
REC LTD - 7.51% - 31/07/2026**	0.18%	10.025 Cr
REC LTD - 7.44% - 30/04/2026**	0.18%	10.018 Cr
National Housing Bank - 7.22% - 23/07/2026	0.18%	9.996 Cr
HDB Financial Services Ltd - 7.84% - 14/07/2026	0.18%	9.995 Cr
Axis Bank Ltd - 04/02/2026**	0.08%	4.712 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
Sundaram Money Market Fund-Direct Plan - Growth*	3.62%	203.645 Cr	-
TREPS	0.94%	52.749 Cr	-
Cash and Other Net Current Assets^	0.06%	3.406 Cr	-

Insight on the composition of the Sundaram Aggressive Hybrid Fund - Regular Plan Growth

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