Sundaram Aggressive Hybrid Fund

Sundaram Mutual FundHybridPortfolio as of 31 July 2026

Sundaram Aggressive Hybrid Fund holds 119 instruments (73.4% equity), led by ICICI Bank Limited (5.15%), HDFC Bank Limited (4.58%) and Bharti Airtel Limited (3.41%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
119
Equity Allocation
73.4%
AMC
Sundaram Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Sundaram Aggressive Hybrid Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 119 instruments with an equity allocation of 73.4%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Aggressive Hybrid Fund's top 10 holdings account for 30.69% of its portfolio, in line with the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 23.96% of net assets, spread across 13 sectors in total. Since its 30 June 2026 disclosure, the fund added 6 new positions and exited 9 positions, with Vedanta Aluminium Metal Limited seeing the largest move (+0.73pp to 1.43%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

6 new entries9 exits10 increased5 reduced

Biggest Weight Increases

StockWeightChange
Vedanta Aluminium Metal Limited0.7% → 1.43%▲ +0.73
Oracle Financial Services Software Limited1.07% → 1.6%▲ +0.53
Coforge Limited1.4% → 1.85%▲ +0.45
Mahindra & Mahindra Limited2.33% → 2.72%▲ +0.39
CCL Products (India) Limited0.61% → 0.9%▲ +0.29
TVS Motor Company Limited1.18% → 1.44%▲ +0.26
Alkem Laboratories Limited0.46% → 0.71%▲ +0.25
Delhivery Limited0.69% → 0.93%▲ +0.24
Aster DM Healthcare Limited0.77% → 1.01%▲ +0.24
Bharti Airtel Limited3.22% → 3.41%▲ +0.19

Biggest Weight Reductions

StockWeightChange
Reliance Industries Limited3.74% → 3.24%▼ -0.5
TATA CONSUMER PRODUCTS LIMITED0.82% → 0.38%▼ -0.44
HDFC Bank Limited4.99% → 4.58%▼ -0.41
Bharat Electronics Limited1.5% → 1.11%▼ -0.39
Larsen & Toubro Limited3.65% → 3.39%▼ -0.26

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 4.78%, Mar: 5.12%, Apr: 4.93%, May: 5.88%, Jun: 5.05%, Jul: 5.15%
5.15%
Feb: 6.9%, Mar: 6.28%, Apr: 6.09%, May: 5.99%, Jun: 4.99%, Jul: 4.58%
4.58%
Feb: 3.4%, Mar: 3.76%, Apr: 3.65%, May: 3.94%, Jun: 3.22%, Jul: 3.41%
3.41%
Feb: 3.65%, Mar: 3.52%, Apr: 3.71%, May: 3.75%, Jun: 3.65%, Jul: 3.39%
3.39%
Feb: 3.82%, Mar: 4.46%, Apr: 4.36%, May: 4.92%, Jun: 3.74%, Jul: 3.24%
3.24%

Full Portfolio (119 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services5.15%
2HDFC Bank LimitedFinancial Services4.58%
3Bharti Airtel LimitedTelecommunication3.41%
4Larsen & Toubro LimitedIndustrials3.39%
5Cash and Other Net Current Assetsother3.25%
6Reliance Industries LimitedEnergy3.24%
76.48% Central Government Securitiesbond3.09%
8Mahindra & Mahindra LimitedConsumer Discretionary2.72%
9TREPStreps2.7%
10ETERNAL LIMITEDConsumer Discretionary2.37%
11Kotak Mahindra Bank LimitedFinancial Services2.24%
12Coforge LimitedInformation Technology1.85%
13Cholamandalam Investment and Finance Company LimitedFinancial Services1.74%
14Bajaj Finserv LimitedFinancial Services1.67%
15Oracle Financial Services Software LimitedInformation Technology1.6%
16PB Fintech LimitedFinancial Services1.58%
17Tata Steel LimitedMaterials1.56%
18TVS Motor Company LimitedConsumer Discretionary1.44%
19Vedanta Aluminium Metal LimitedDiversified1.43%
20Fractal Analytics LimitedInformation Technology1.39%
21Cummins India LimitedIndustrials1.37%
22Amber Enterprises India LimitedConsumer Discretionary1.35%
23Coromandel International LimitedMaterials1.3%
24One 97 Communications LimitedFinancial Services1.29%
25EMBASSY OFFICE PARKS REITReal Estate1.22%
26Billionbrains Garage Ventures LimitedFinancial Services1.19%
27Sun Pharmaceutical Industries LimitedHealthcare1.16%
28Bharat Electronics LimitedIndustrials1.11%
29Sundaram Money Market Fund Direct Plan - Growthmf1.1%
30ALTIUS TELECOM INFRASTRUCTURReal Estate1.01%
31Aster DM Healthcare LimitedHealthcare1.01%
32UltraTech Cement LimitedMaterials1%
33UNO Minda LimitedConsumer Discretionary0.97%
347.53% National Bank for Agriculture and Rural Development (MD )bond0.93%
35Delhivery LimitedServices0.93%
36Amara Raja Energy & Mobility LimitedConsumer Discretionary0.92%
37CCL Products (India) LimitedConsumer Staples0.9%
38Home First Finance Company India LimitedFinancial Services0.87%
39Mankind Pharma LimitedHealthcare0.85%
40Bajaj Auto LimitedConsumer Discretionary0.82%
41Multi Commodity Exchange of India LimitedFinancial Services0.81%
42Mrs. Bectors Food Specialities LimitedConsumer Staples0.8%
43Granules India LimitedHealthcare0.79%
44National Bank for Agriculture & Rural Developmentbond0.79%
45InterGlobe Aviation LimitedServices0.79%
46Crisil LimitedFinancial Services0.77%
47HDFC Asset Management Company LimitedFinancial Services0.72%
48Alkem Laboratories LimitedHealthcare0.71%
49Affle 3i LimitedInformation Technology0.71%
50Mtar Technologies LimitedIndustrials0.71%
51JK Cement LimitedMaterials0.7%
52FORCE MOTORS LTDConsumer Discretionary0.69%
53Poonawalla Fincorp LimitedFinancial Services0.68%
54Prudent Corporate Advisory Services LimitedFinancial Services0.67%
55BROOKFIELD INDIA REAL ESTATEReal Estate0.64%
56Indegene LimitedHealthcare0.58%
577.23% Central Government Securitiesbond0.56%
58Punjab National Bank 2026bond0.54%
59Punjab National Bank 2027bond0.53%
60National Bank for Agriculture and Rural Developmentbond0.52%
617.48% National Bank for Agriculture and Rural Development (MD )bond0.49%
62GAIL (India) LimitedUtilities0.48%
637.01% National Bank for Agriculture and Rural Development (MD )bond0.47%
646.94% Central Government Securitiesbond0.44%
65TD Power Systems LimitedIndustrials0.39%
66TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.38%
67Elecon Engineering Company LimitedIndustrials0.38%
686.66% National Bank for Agriculture and Rural Development (MD )bond0.38%
697.4% Bharti Telecom Limited 2029bond0.38%
70Ashok Leyland LimitedIndustrials0.37%
717.18% Government Securitiesbond0.34%
72Cholamandalam Investment and Finance Company Ltd - 8.54%bond0.33%
737.82% Bajaj Finance Limitedbond0.33%
74Power Finance Corporation Ltd - 7.82%bond0.28%
757.10% Central Government Securitiesbond0.28%
767.10% Central Government Securitiesbond0.28%
77Power Finance Corporation Ltd - 7.6%bond0.28%
78Small Industries Development Bank of India - 7.79%bond0.27%
79HDFC Bank Ltd - 7.7%bond0.27%
807.56% REC Ltd. (MD )bond0.27%
817.62% National Bank For Agriculture and Rural Developmentbond0.27%
827.74% LIC Housing Finance Limited 2027bond0.27%
83Small Industries Development Bank of India - 7.4%bond0.27%
847.47% Small Industries Development Bank of India (MD )bond0.27%
85State Bank of India - 6.93% - - Call Dtbond0.27%
866.96% Power Finance Corporation Ltd. (MD )bond0.27%
878.05% Muthoot Finance Limited 2027bond0.27%
88National Bank for Agriculture & Rural Development - 7.1%bond0.27%
89Small Industries Development Bank of India - 7.04%bond0.27%
906.85% National Bank For Agriculture and Rural Development 2029bond0.27%
917.30% Government of India (MD )bond0.27%
927.34% Central Government Securitiesbond0.26%
93SMALL INDUSTRIES DEVELOPMENT BANK OF INDIAbond0.26%
947.50% 7.50% Cholamandalam Investment and Finance Company Limitedbond0.23%
957.64% National Bank for Agriculture and Rural Development (MD )bond0.22%
967.44% National Bank For Agriculture and Rural Developmentbond0.22%
97REC LTD - 7.34%bond0.22%
98Housing & Urban Development Corporation Ltd - 7.23%bond0.22%
99Indian Railway Finance Corporation Ltd - 7.74%bond0.17%
1007.02% Central Government Securitiesbond0.17%
101LIC Housing Finance Ltd - 8.025%bond0.17%
102NCD INDIAN RAILWAY FINANCE CORPORATION LIMITEDbond0.17%
1038.65% Bharti Telecom Limitedbond0.17%
104Power Finance Corporation Ltd - 7.77%bond0.17%
1056.17% LIC Housing Finance Limitedbond0.16%
1068.4% Muthoot Finance Limitedbond0.16%
107Power Finance Corporation Ltd - 6.73%bond0.16%
1087.11% Bajaj Finance Limited 2028bond0.16%
109BANK OF BARODA CD REDbond0.16%
110CD - UNION BANK OF INDIAbond0.16%
111PNB Housing Finance Ltd - 7.28%bond0.15%
112INDIAN RAILWAYS FINANCE CORPORATION LTD. - - ZCBbond0.15%
1137.72% Karnataka State Government Securitiesbond0.11%
1148.15% PNB Housing Finance Limitedbond0.11%
115Small Industries Development Bank of India - 7.68%bond0.11%
116Can Fin Homes Ltd - 8.09%bond0.11%
117Cholamandalam Investment and Finance Company Ltd - 7.38%bond0.11%
1187.4091% HDB Financial Services Limited 2028bond0.11%
119Chennai Super Kings LtdConsumer Discretionary0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 5.15% of Sundaram Aggressive Hybrid Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 4.58% of Sundaram Aggressive Hybrid Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.41% of Sundaram Aggressive Hybrid Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Larsen & Toubro Limited is 3.39% of Sundaram Aggressive Hybrid Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 3.24% of Sundaram Aggressive Hybrid Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.