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

Aggressive Hybrid Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
53
Aug 2026
Equity Holdings
₹6,455.22 Cr
Equity only, excl. debt & cash
AAUM
₹2,139.05 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.5%
Diversified
Top 10 Weight
28.4%
Diversified
Changes
64
10 new · 13 exits
Top Sector
Banks
9.9% of portfolio
Launch Date
09 Dec 1999
10+ year track record

AAUM (Average Assets Under Management) of ₹2,139.05 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) made 10 new additions and exited 13 stocks this month. The biggest new buy was Eternal Limited (Retailing) at 2.18% weight. Bajaj Finance Limited was the biggest exit (Finance), which was held at 2.18%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 1.96% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.75%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 9.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 14.4% 12.3% -2.1%
Finance 6.6% 7.3% +0.7%
IT - Software 4.3% 4.6% +0.3%
Automobiles 5.1% 4.2% -0.8%
Petroleum Products 4.9% 3.7% -1.2%
Construction 3.8% 3.7% -0.1%
Telecom - Services 3.9% 3.2% -0.7%
Pharmaceuticals & Biotechnology 1.6% 3.1% +1.5%
Capital Markets 2.7% 2.8% +0.0%
Financial Technology (Fintech) 2.6% 2.6% -0.1%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.3% 9.9% -2.5%
Automobiles 4.2% 6.0% +1.8%
Finance 7.3% 5.9% -1.3%
IT - Software 4.6% 5.3% +0.7%
Financial Technology (Fintech) 2.6% 3.8% +1.2%
Construction 3.7% 3.4% -0.2%
Pharmaceuticals & Biotechnology 3.1% 3.4% +0.3%
Petroleum Products 3.7% 3.1% -0.6%
Telecom - Services 3.2% 3.1% -0.1%
Capital Markets 2.8% 2.9% +0.2%
🟢
Biggest New Buy
Eternal Limited
2.18% weight · Retailing
🔴
Biggest Exit
Bajaj Finance Limited
2.18% was held · Finance
Biggest Add
One 97 Communications Limited
+0.84% · now 1.96%
Biggest Trim
HDFC Bank Limited
-2.24% · now 2.75%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Eternal Limited 47 funds
Eternal Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset BSE Select IPO ETF
Invesco India Focused Fund + more
Hindalco Industries Limited 38 funds
Hindalco Industries Limited
DSP Natural Resources & New Energy Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Bajaj Finserv Limited 31 funds
Bajaj Finserv Limited
SBI Resurgent India Opportunities Scheme
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth + more
Ashok Leyland Limited 28 funds
Ashok Leyland Limited
HDFC Nifty Auto Index Fund
ICICI Prudential Focused Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
Cochin Shipyard Limited 28 funds
Cochin Shipyard Limited
quant PSU Fund - Growth Option - Direct Plan
Mirae Asset BSE India Defence ETF
Abakkus Large & Mid cap Fund + more
👋 Other funds also exited
Tata Steel Limited 87 funds
Tata Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Kotak Nifty 200 Momentum 30 ETF + more
Bharat Electronics Limited 85 funds
Bharat Electronics Limited
Groww Nifty India Defence ETF FOF
Groww Nifty PSE ETF FOF
Kotak BSE PSU Index Fund - Direct Plan - Growth + more
Hindustan Unilever Limited 77 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + more
Bajaj Finance Limited 67 funds
Bajaj Finance Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Mirae Asset Nifty Financial Services ETF
Kotak Banking & Financial Services Fund - Direct Plan - Growth + more
HCL Technologies Limited 59 funds
HCL Technologies Limited
Kotak Nifty IT ETF
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth + more
Vedanta Limited 55 funds
Vedanta Limited
Mirae Asset Nifty 200 Alpha 30 ETF
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 10 New Entries 🔴 13 Exits ↑ 27 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
Eternal Limited
₹201.87 Cr
Retailing 2.18%
2
Hindalco Industries Limited
₹149.13 Cr
Non - Ferrous Metals 1.61%
3
Bajaj Finserv Limited
₹121.00 Cr
Finance 1.30%
4
Horizon Industrial Parks Ltd.
₹88.72 Cr
Realty 0.96%
5
JSW Infrastructure Ltd
₹83.40 Cr
Transport Infrastructure 0.90%
6
Force Motors Limited
₹80.83 Cr
Automobiles 0.87%
7
TD Power Systems Limited
₹48.69 Cr
Electrical Equipment 0.53%
8
Ashok Leyland Limited
₹36.25 Cr
Agricultural, Commercial & Construction Vehicles 0.39%
9
Clean Science and Technology Limited
₹34.30 Cr
Chemicals & Petrochemicals 0.37%
10
Cochin Shipyard Limited
₹32.66 Cr
Industrial Manufacturing 0.35%
#StockSectorLast Weight (Jun 2026)
1
Bajaj Finance Limited
₹195.22 Cr
Finance 2.18%
2
Tata Steel Limited
₹141.45 Cr
Ferrous Metals 1.58%
3
Bharat Electronics Limited
₹134.08 Cr
Aerospace & Defense 1.50%
4
Tata Power Company Limited
₹110.35 Cr
Power 1.23%
5
Muthoot Finance Limited
₹103.38 Cr
Finance 1.16%
6
Tata Consumer Products Limited
₹73.59 Cr
Agricultural Food & other Products 0.82%
7
HCL Technologies Limited
₹71.69 Cr
IT - Software 0.80%
8
KEI Industries Limited
₹58.33 Cr
Industrial Products 0.65%
9
GAIL (India) Limited
₹41.86 Cr
Gas 0.47%
10
Indraprastha Gas Limited
₹40.95 Cr
Gas 0.46%
#StockSectorJun 2026Aug 2026Change
1
One 97 Communications Limited
₹181.43 Cr
Financial Technology (Fintech) 1.12% 1.96% +0.84%
2
Coforge Limited
₹194.93 Cr
IT - Software 1.40% 2.10% +0.70%
3
Oracle Financial Services Software Limited
₹163.88 Cr
IT - Software 1.07% 1.77% +0.70%
4
Vedanta Aluminium Metal Limited
₹125.23 Cr
Metals & Minerals Trading 0.70% 1.35% +0.65%
5
Poonawalla Fincorp Limited
₹113.16 Cr
Finance 0.66% 1.22% +0.56%
6
TVS Motor Company Limited
₹158.88 Cr
Automobiles 1.18% 1.71% +0.53%
7
Aster DM Healthcare Limited
₹110.62 Cr
Healthcare Services 0.77% 1.19% +0.42%
8
PB Fintech Limited
₹169.23 Cr
Financial Technology (Fintech) 1.43% 1.83% +0.40%
9
Delhivery Limited
₹89.21 Cr
Transport Services 0.69% 0.96% +0.27%
10
Mahindra & Mahindra Limited
₹240.22 Cr
Automobiles 2.33% 2.59% +0.26%
#StockSectorJun 2026Aug 2026Change
1
HDFC Bank Limited
₹255.31 Cr
Banks 4.99% 2.75% -2.24%
2
Reliance Industries Limited
₹289.40 Cr
Petroleum Products 3.74% 3.12% -0.62%
3
JK Cement Limited
₹16.43 Cr
Cement & Cement Products 0.71% 0.18% -0.53%
4
Kotak Mahindra Bank Limited
₹185.73 Cr
Banks 2.30% 2.00% -0.30%
5
Larsen & Toubro Limited
₹318.24 Cr
Construction 3.65% 3.43% -0.22%
6
Cummins India Limited
₹115.58 Cr
Industrial Products 1.43% 1.25% -0.18%
7
Bharti Airtel Limited
₹286.47 Cr
Telecom - Services 3.22% 3.09% -0.13%
8
Coromandel International Limited
₹109.55 Cr
Fertilizers & Agrochemicals 1.29% 1.18% -0.11%
9
Billionbrains Garage Ventures Ltd
₹107.45 Cr
Capital Markets 1.26% 1.16% -0.10%
10
Elecon Engineering Company Limited
₹33.86 Cr
Electrical Equipment 0.46% 0.37% -0.09%

What Stocks Does This Fund Hold?

53 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹477.00 Cr
Banks
5.14%
2
₹318.24 Cr
Construction
3.43%
3
₹289.40 Cr
Petroleum Products
3.12%
4
₹286.47 Cr
Telecom - Services
3.09%
5
₹255.31 Cr
Banks
2.75%
6
₹240.22 Cr
Automobiles
2.59%
7
₹201.87 Cr
Retailing
2.18%
8
₹194.93 Cr
IT - Software
2.10%
9
₹185.73 Cr
Banks
2.00%
10
₹181.43 Cr
Financial Technology (Fintech)
1.96%
🏆 Top stocks held by Aggressive Hybrid funds
See which stocks all active Aggressive Hybrid fund managers are buying — ranked by total value invested
🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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