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

Q: How often is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) portfolio data updated?

Portfolio holdings for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

Aggressive Hybrid Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

Share: WhatsApp X

Stocks Held

Apr 2026

Equity Holdings

₹5,963.10 Cr

Equity only, excl. debt & cash

Top 5 Weight

22.7%

Diversified

Top 10 Weight

33.2%

Diversified

Changes

11 new · 6 exits

Top Sector

Banks

15.2% of portfolio

📋 What Happened This Month Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) made 11 new additions and exited 6 stocks this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 0.94% weight. Trent Limited was the biggest exit (Retailing), which was held at 0.46%. Among existing holdings, Billionbrains Garage Ventures Ltd saw the biggest increase — now at 1.17% of the portfolio. Infosys Limited was trimmed the most, now at 1.37%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 15.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option

-3.35%

-2.14%

-7.03%

-2.71%

Latest NAV

₹178.11

04 Jun 2026

52W High

₹192.06

-7% from High

52W Low

₹164.07

+9% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+5.6%

2024

+18.5%

2023

+18.2%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

13.8%

+ve in 97% windows

33.8% / -2.6%

3Y Rolling Avg

14.0% p.a.

+ve in 100% windows

18.8% / 10.0%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-13.0%

Rec: Oct 2025 (11 mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

-13.0%

Rec: Sep 2022 (4 mo)

2018 IL&FS

Pre-inception

Rec: N/A

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.57

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

0.81

Penalises downside volatility only.

Std Deviation (3Y)

9.7%

Lower = more consistent returns.

NAV Chart ₹178.11 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

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

Chart shows indexed performance (base = 100). Actual NAV: ₹178.11

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	16.2%	15.6%	▼ -0.6%
IT - Software	5.8%	6.7%	▲ +0.9%
Automobiles	5.5%	5.5%	● +0.0%
Finance	6.7%	4.9%	▼ -1.8%
Petroleum Products	5.0%	4.9%	▼ -0.1%
Telecom - Services	3.4%	3.8%	▲ +0.4%
Construction	3.7%	3.5%	▼ -0.1%
Aerospace & Defense	2.1%	2.1%	● 0.0%
Cement & Cement Products	1.9%	1.8%	● -0.1%
Pharmaceuticals & Biotechnology	1.6%	1.6%	● +0.0%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	15.6%	15.2%	▼ -0.4%
IT - Software	6.7%	5.4%	▼ -1.3%
Automobiles	5.5%	5.3%	▼ -0.2%
Finance	4.9%	5.3%	▲ +0.4%
Petroleum Products	4.9%	4.4%	▼ -0.5%
Construction	3.5%	3.7%	▲ +0.2%
Telecom - Services	3.8%	3.7%	▼ -0.1%
Financial Technology (Fintech)	1.4%	2.5%	▲ +1.1%
Capital Markets	1.4%	2.5%	▲ +1.0%
Power	1.4%	1.9%	▲ +0.5%

🟢

Biggest New Buy

One 97 Communications Limited

0.94% weight · Financial Technology (Fintech)

🔴

Biggest Exit

Trent Limited

0.46% was held · Retailing

↑

Biggest Add

Billionbrains Garage Ventures Ltd

+0.28% · now 1.17%

↓

Biggest Trim

Infosys Limited

-0.75% · now 1.37%

🤝 Other funds also bought this month

Talwandi Sabo Power Limited 183 funds

Vedanta Aluminium Metal Limited 183 funds

Vedanta Iron And Steel Limited 183 funds

Malco Energy Limited 176 funds

Multi Commodity Exchange of India Limited 52 funds

Oil & Natural Gas Corporation Limited 43 funds

👋 Other funds also exited

Tech Mahindra Limited 30 funds

Trent Limited 21 funds

Bharat Petroleum Corporation Limited 19 funds

United Spirits Limited 17 funds

The Indian Hotels Company Limited 16 funds

Hindustan Aeronautics Limited 13 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 11 New Entries 🔴 6 Exits ↑ 20 Increased ↓ 21 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	One 97 Communications Limited ₹79.81 Cr	Financial Technology (Fintech)	0.94%
2	Oil & Natural Gas Corporation Limited ₹72.10 Cr	Oil	0.85%
3	Multi Commodity Exchange of India Limited ₹56.53 Cr	Capital Markets	0.67%
4	Vedanta Limited ₹33.58 Cr	Diversified Metals	0.40%
5	Affle 3i Limited ₹26.44 Cr	IT - Services	0.31%
6	Aster DM Healthcare Limited ₹23.68 Cr	Healthcare Services	0.28%
7	Talwandi Sabo Power Limited ₹14.97 Cr	Power	0.18%
8	Malco Energy Limited ₹14.97 Cr	Power	0.18%
9	Vedanta Iron And Steel Limited ₹14.97 Cr	Metals & Minerals Trading	0.18%
10	Vedanta Aluminium Metal Limited ₹14.97 Cr	Metals & Minerals Trading	0.18%
11	Elecon Engineering Company Limited ₹14.56 Cr	Electrical Equipment	0.17%

#	Stock	Sector	Last Weight (Mar 2026)
1	Trent Limited ₹35.39 Cr	Retailing	0.46%
2	Tech Mahindra Limited ₹30.87 Cr	IT - Software	0.40%
3	Bharat Petroleum Corporation Limited ₹30.22 Cr	Petroleum Products	0.39%
4	Hindustan Aeronautics Limited ₹29.50 Cr	Aerospace & Defense	0.39%
5	United Spirits Limited ₹24.10 Cr	Beverages	0.31%
6	The Indian Hotels Company Limited ₹17.13 Cr	Leisure Services	0.22%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Billionbrains Garage Ventures Ltd ₹99.55 Cr	Capital Markets	0.89%	1.17%	+0.28%
2	Fractal Analytics Ltd ₹111.22 Cr	IT - Software	1.09%	1.31%	+0.22%
3	Larsen & Toubro Limited ₹314.61 Cr	Construction	3.52%	3.71%	+0.19%
4	Amara Raja Energy & Mobility Ltd ₹81.04 Cr	Auto Components	0.80%	0.96%	+0.16%
5	Bajaj Finance Limited ₹183.87 Cr	Finance	2.02%	2.17%	+0.15%
6	Tata Steel Limited ₹122.42 Cr	Ferrous Metals	1.30%	1.44%	+0.14%
7	Amber Enterprises India Limited ₹107.33 Cr	Consumer Durables	1.14%	1.27%	+0.13%
8	Home First Finance Company India Limited ₹77.59 Cr	Finance	0.79%	0.91%	+0.12%
9	PB Fintech Limited ₹130.41 Cr	Financial Technology (Fintech)	1.43%	1.54%	+0.11%
10	Tata Power Company Limited ₹128.53 Cr	Power	1.40%	1.51%	+0.11%
11	Cholamandalam Investment and Finance Company Ltd ₹136.15 Cr	Finance	1.51%	1.60%	+0.09%
12	Prudent Corporate Advisory Services Limited ₹52.61 Cr	Capital Markets	0.53%	0.62%	+0.09%
13	Prestige Estates Projects Limited ₹40.50 Cr	Realty	0.42%	0.48%	+0.06%
14	Bajaj Auto Limited ₹67.01 Cr	Automobiles	0.76%	0.79%	+0.03%
15	GAIL (India) Limited ₹39.39 Cr	Gas	0.43%	0.46%	+0.03%
16	CRISIL Limited ₹51.44 Cr	Finance	0.59%	0.61%	+0.02%
17	Indraprastha Gas Limited ₹41.26 Cr	Gas	0.47%	0.49%	+0.02%
18	Indegene Limited ₹38.05 Cr	Healthcare Services	0.43%	0.45%	+0.02%
19	Mankind Pharma Limited ₹70.32 Cr	Pharmaceuticals & Biotechnology	0.82%	0.83%	+0.01%
20	Kwality Walls (India) Limited ₹1.33 Cr	Food Products	0.01%	0.02%	+0.01%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Infosys Limited ₹116.28 Cr	IT - Software	2.12%	1.37%	-0.75%
2	HCL Technologies Limited ₹129.27 Cr	IT - Software	1.85%	1.52%	-0.33%
3	Mahindra & Mahindra Limited ₹212.46 Cr	Automobiles	2.71%	2.50%	-0.21%
4	HDFC Bank Limited ₹516.37 Cr	Banks	6.28%	6.09%	-0.19%
5	ICICI Bank Limited ₹418.62 Cr	Banks	5.12%	4.93%	-0.19%
6	InterGlobe Aviation Limited ₹70.91 Cr	Transport Services	0.99%	0.84%	-0.15%
7	Bharti Airtel Limited ₹310.09 Cr	Telecom - Services	3.76%	3.65%	-0.11%
8	Reliance Industries Limited ₹370.24 Cr	Petroleum Products	4.46%	4.36%	-0.10%
9	Hindustan Unilever Limited ₹120.68 Cr	Diversified FMCG	1.50%	1.42%	-0.08%
10	Coromandel International Limited ₹113.90 Cr	Fertilizers & Agrochemicals	1.41%	1.34%	-0.07%
11	Cummins India Limited ₹120.42 Cr	Industrial Products	1.48%	1.42%	-0.06%
12	TVS Motor Company Limited ₹106.78 Cr	Automobiles	1.32%	1.26%	-0.06%
13	Sun Pharmaceutical Industries Limited ₹62.32 Cr	Pharmaceuticals & Biotechnology	0.79%	0.73%	-0.06%
14	Bharat Electronics Limited ₹140.43 Cr	Aerospace & Defense	1.70%	1.66%	-0.04%
15	JK Cement Limited ₹61.90 Cr	Cement & Cement Products	0.76%	0.73%	-0.03%
16	Tata Consumer Products Limited ₹81.06 Cr	Agricultural Food & other Products	0.98%	0.96%	-0.02%
17	UNO Minda Limited ₹56.10 Cr	Auto Components	0.68%	0.66%	-0.02%
18	Kotak Mahindra Bank Limited ₹203.18 Cr	Banks	2.40%	2.39%	-0.01%
19	Coforge Limited ₹103.24 Cr	IT - Software	1.23%	1.22%	-0.01%
20	UltraTech Cement Limited ₹89.61 Cr	Cement & Cement Products	1.07%	1.06%	-0.01%
21	Jubilant Foodworks Limited ₹85.79 Cr	Leisure Services	1.02%	1.01%	-0.01%

Full Portfolio

55 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	HDFC Bank Limited ₹516.37 Cr	Banks	6.09%
2	ICICI Bank Limited ₹418.62 Cr	Banks	4.93%
3	Reliance Industries Limited ₹370.24 Cr	Petroleum Products	4.36%
4	Larsen & Toubro Limited ₹314.61 Cr	Construction	3.71%
5	Bharti Airtel Limited ₹310.09 Cr	Telecom - Services	3.65%
6	Mahindra & Mahindra Limited ₹212.46 Cr	Automobiles	2.50%
7	Kotak Mahindra Bank Limited ₹203.18 Cr	Banks	2.39%
8	Bajaj Finance Limited ₹183.87 Cr	Finance	2.17%
9	State Bank of India ₹149.51 Cr	Banks	1.76%
10	Bharat Electronics Limited ₹140.43 Cr	Aerospace & Defense	1.66%
11	Cholamandalam Investment and Finance Company Ltd ₹136.15 Cr	Finance	1.60%
12	PB Fintech Limited ₹130.41 Cr	Financial Technology (Fintech)	1.54%
13	HCL Technologies Limited ₹129.27 Cr	IT - Software	1.52%
14	Tata Power Company Limited ₹128.53 Cr	Power	1.51%
15	Tata Steel Limited ₹122.42 Cr	Ferrous Metals	1.44%
16	Hindustan Unilever Limited ₹120.68 Cr	Diversified FMCG	1.42%
17	Cummins India Limited ₹120.42 Cr	Industrial Products	1.42%
18	Infosys Limited ₹116.28 Cr	IT - Software	1.37%
19	Coromandel International Limited ₹113.90 Cr	Fertilizers & Agrochemicals	1.34%
20	Fractal Analytics Ltd ₹111.22 Cr	IT - Software	1.31%
21	Amber Enterprises India Limited ₹107.33 Cr	Consumer Durables	1.27%
22	TVS Motor Company Limited ₹106.78 Cr	Automobiles	1.26%
23	Coforge Limited ₹103.24 Cr	IT - Software	1.22%
24	Billionbrains Garage Ventures Ltd ₹99.55 Cr	Capital Markets	1.17%
25	UltraTech Cement Limited ₹89.61 Cr	Cement & Cement Products	1.06%
26	Jubilant Foodworks Limited ₹85.79 Cr	Leisure Services	1.01%
27	Amara Raja Energy & Mobility Ltd ₹81.04 Cr	Auto Components	0.96%
28	Tata Consumer Products Limited ₹81.06 Cr	Agricultural Food & other Products	0.96%
29	One 97 Communications Limited ₹79.81 Cr	Financial Technology (Fintech)	0.94%
30	Home First Finance Company India Limited ₹77.59 Cr	Finance	0.91%
31	Oil & Natural Gas Corporation Limited ₹72.10 Cr	Oil	0.85%
32	InterGlobe Aviation Limited ₹70.91 Cr	Transport Services	0.84%
33	Mankind Pharma Limited ₹70.32 Cr	Pharmaceuticals & Biotechnology	0.83%
34	Bajaj Auto Limited ₹67.01 Cr	Automobiles	0.79%
35	Maruti Suzuki India Limited ₹62.70 Cr	Automobiles	0.74%
36	Sun Pharmaceutical Industries Limited ₹62.32 Cr	Pharmaceuticals & Biotechnology	0.73%
37	JK Cement Limited ₹61.90 Cr	Cement & Cement Products	0.73%
38	Multi Commodity Exchange of India Limited ₹56.53 Cr	Capital Markets	0.67%
39	UNO Minda Limited ₹56.10 Cr	Auto Components	0.66%
40	Prudent Corporate Advisory Services Limited ₹52.61 Cr	Capital Markets	0.62%
41	CRISIL Limited ₹51.44 Cr	Finance	0.61%
42	Indraprastha Gas Limited ₹41.26 Cr	Gas	0.49%
43	Prestige Estates Projects Limited ₹40.50 Cr	Realty	0.48%
44	GAIL (India) Limited ₹39.39 Cr	Gas	0.46%
45	Indegene Limited ₹38.05 Cr	Healthcare Services	0.45%
46	Vedanta Limited ₹33.58 Cr	Diversified Metals	0.40%
47	Affle 3i Limited ₹26.44 Cr	IT - Services	0.31%
48	Aster DM Healthcare Limited ₹23.68 Cr	Healthcare Services	0.28%
49	Talwandi Sabo Power Limited ₹14.97 Cr	Power	0.18%
50	Malco Energy Limited ₹14.97 Cr	Power	0.18%
51	Vedanta Iron And Steel Limited ₹14.97 Cr	Metals & Minerals Trading	0.18%
52	Vedanta Aluminium Metal Limited ₹14.97 Cr	Metals & Minerals Trading	0.18%
53	Elecon Engineering Company Limited ₹14.56 Cr	Electrical Equipment	0.17%
54	Kwality Walls (India) Limited ₹1.33 Cr	Food Products	0.02%
55	Chennai Super Kings Ltd @ ₹4.77 L	Leisure Services	0.00%