Sundaram Aggressive Hybrid Fund

Sundaram Mutual FundHybridPortfolio as of 30 September 2026

Sundaram Aggressive Hybrid Fund holds 121 instruments (74.28% equity), led by ICICI Bank Limited (4.93%), Reliance Industries Limited (3.66%) and Larsen & Toubro Limited (3.36%), as of its 30 September 2026 SEBI-mandated monthly disclosure.

Holdings
121
Equity Allocation
74.28%
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 30 September 2026. The fund holds 121 instruments with an equity allocation of 74.28%. 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 28.55% of its portfolio, in line with the Hybrid category average of 27.4%. Financial Services is its largest sector exposure at 22.79% of net assets, spread across 12 sectors in total. Since its 31 August 2026 disclosure, the fund added 5 new positions and exited 3 positions, with Mahindra & Mahindra Limited seeing the largest move (-1.05pp to 1.54%).

Sector Breakdown

Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.

Other
25.68%
Financial Services
22.79%
Consumer Discretionary
10.69%
Industrials
8.49%
Healthcare
7.07%
Information Technology
4.37%
Materials
4.29%
Real Estate
3.9%
Energy
3.66%
Telecommunication
3.29%
Services
2.78%
Consumer Staples
1.51%
Diversified
1.44%

Top 10 Equity Holdings

What Changed: August 2026 → September 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.

5 new entries3 exits10 increased8 reduced

Biggest Weight Increases

StockWeightChange
Reliance Industries Limited3.12% → 3.66%▲ +0.54
ETERNAL LIMITED2.18% → 2.61%▲ +0.43
Granules India Limited0.78% → 1.2%▲ +0.42
TVS Motor Company Limited1.71% → 2.12%▲ +0.41
Ashok Leyland Limited0.39% → 0.71%▲ +0.32
FORCE MOTORS LTD0.87% → 1.08%▲ +0.21
Bharti Airtel Limited3.09% → 3.29%▲ +0.2
Cochin Shipyard Limited0.35% → 0.54%▲ +0.19
Mtar Technologies Limited1.01% → 1.17%▲ +0.16
HDFC Bank Limited2.75% → 2.9%▲ +0.15

Biggest Weight Reductions

StockWeightChange
Mahindra & Mahindra Limited2.59% → 1.54%▼ -1.05
PB Fintech Limited1.83% → 1.09%▼ -0.74
Coforge Limited2.1% → 1.47%▼ -0.63
ICICI Bank Limited5.14% → 4.93%▼ -0.21
One 97 Communications Limited1.96% → 1.76%▼ -0.2
Oracle Financial Services Software Limited1.77% → 1.58%▼ -0.19
Fractal Analytics Limited1.44% → 1.32%▼ -0.12
Amber Enterprises India Limited1.36% → 1.26%▼ -0.1

Top Holdings — Weight Trend

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

Apr: 4.93%, May: 5.88%, Jun: 5.05%, Jul: 5.15%, Aug: 5.14%, Sept: 4.93%
4.93%
Apr: 4.36%, May: 4.92%, Jun: 3.74%, Jul: 3.24%, Aug: 3.12%, Sept: 3.66%
3.66%
Apr: 3.71%, May: 3.75%, Jun: 3.65%, Jul: 3.39%, Aug: 3.43%, Sept: 3.36%
3.36%
Apr: 3.65%, May: 3.94%, Jun: 3.22%, Jul: 3.41%, Aug: 3.09%, Sept: 3.29%
3.29%
Apr: 6.09%, May: 5.99%, Jun: 4.99%, Jul: 4.58%, Aug: 2.75%, Sept: 2.9%
2.9%

Full Portfolio (121 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services4.93%
2Reliance Industries LimitedEnergy3.66%
3Larsen & Toubro LimitedIndustrials3.36%
4Bharti Airtel LimitedTelecommunication3.29%
5TREPStreps—3.21%
6HDFC Bank LimitedFinancial Services2.9%
76.48% Central Government Securitiesbond—2.82%
8ETERNAL LIMITEDConsumer Discretionary2.61%
9TVS Motor Company LimitedConsumer Discretionary2.12%
10Kotak Mahindra Bank LimitedFinancial Services2.1%
11Cholamandalam Investment and Finance Company LimitedFinancial Services1.82%
12One 97 Communications LimitedFinancial Services1.76%
13Hindalco Industries LimitedMaterials1.68%
14Oracle Financial Services Software LimitedInformation Technology1.58%
15Mahindra & Mahindra LimitedConsumer Discretionary1.54%
16Coforge LimitedInformation Technology1.47%
17Vedanta Aluminium Metal LimitedDiversified1.44%
18Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Optionmf—1.42%
19Fractal Analytics LimitedInformation Technology1.32%
20Bajaj Finserv LimitedFinancial Services1.31%
21Amber Enterprises India LimitedConsumer Discretionary1.26%
22EMBASSY OFFICE PARKS REITReal Estate1.25%
23Poonawalla Fincorp LimitedFinancial Services1.23%
24Cummins India LimitedIndustrials1.23%
25Granules India LimitedHealthcare1.2%
26Mtar Technologies LimitedIndustrials1.17%
27Billionbrains Garage Ventures LimitedFinancial Services1.17%
28Aster DM Healthcare LimitedHealthcare1.16%
29Coromandel International LimitedMaterials1.15%
30SBI Life Insurance Company LimitedFinancial Services1.12%
31ALTIUS TELECOM INFRASTRUCTURReal Estate1.1%
32Sun Pharmaceutical Industries LimitedHealthcare1.1%
33PB Fintech LimitedFinancial Services1.09%
34FORCE MOTORS LTDConsumer Discretionary1.08%
35Multi Commodity Exchange of India LimitedFinancial Services1.04%
36UNO Minda LimitedConsumer Discretionary1%
37JSW Infrastructure LimitedServices0.99%
387.53% National Bank for Agriculture and Rural Development (MD )bond—0.96%
39UltraTech Cement LimitedMaterials0.95%
40Delhivery LimitedServices0.91%
41HORIZON INDUSTRIAL PARKS LTDReal Estate0.89%
42Mankind Pharma LimitedHealthcare0.89%
43InterGlobe Aviation LimitedServices0.88%
44Home First Finance Company India LimitedFinancial Services0.84%
45National Bank For Agriculture and Rural Developmentbond—0.83%
46CCL Products (India) LimitedConsumer Staples0.82%
47Crisil LimitedFinancial Services0.82%
48Bajaj Auto LimitedConsumer Discretionary0.81%
49Gland Pharma LimitedHealthcare0.72%
50Ashok Leyland LimitedIndustrials0.71%
51Indegene LimitedHealthcare0.7%
52Mrs. Bectors Food Specialities LimitedConsumer Staples0.69%
53Alkem Laboratories LimitedHealthcare0.67%
54Prudent Corporate Advisory Services LimitedFinancial Services0.66%
55BROOKFIELD INDIA REAL ESTATEReal Estate0.66%
56Cash and Other Net Current Assets^other—0.63%
57Lupin LimitedHealthcare0.63%
587.23% Central Government Securitiesbond—0.57%
59BANK OF BARODA CD REDbond—0.56%
60TD POWER SYSTEMS LTDIndustrials0.56%
61Punjab National Bank 2027bond—0.56%
62National Bank for Agriculture and Rural Developmentbond—0.55%
63Cochin Shipyard LimitedIndustrials0.54%
64Clean Science and Technology LimitedMaterials0.51%
657.48% National Bank for Agriculture and Rural Development (MD )bond—0.51%
667.44% National Bank For Agriculture and Rural Development 2029bond—0.51%
67Thermax LimitedIndustrials0.49%
687.01% National Bank for Agriculture and Rural Development (MD )bond—0.48%
696.96% Power Finance Corporation Ltd. (MD )bond—0.45%
706.94% Central Government Securitiesbond—0.45%
71Small Industries Development Bank of Indiabond—0.43%
72Elecon Engineering Company LimitedIndustrials0.43%
736.66% National Bank for Agriculture and Rural Development (MD )bond—0.39%
747.4% Bharti Telecom Limited 2029bond—0.39%
75Cholamandalam Investment and Finance Company Ltd - 8.54%bond—0.34%
767.82% Bajaj Finance Limitedbond—0.34%
777.18% Government Securitiesbond—0.34%
78Small Industries Development Bank of India - 7.04%bond—0.34%
797.10% Central Government Securitiesbond—0.29%
80Small Industries Development Bank of India - 7.79%bond—0.28%
818.20% Tata Capital Housing Finance Ltd. (MD )bond—0.28%
827.74% LIC Housing Finance Limited 2027bond—0.28%
837.62% National Bank For Agriculture and Rural Developmentbond—0.28%
84HDFC Bank Ltd - 7.7%bond—0.28%
857.10% Central Government Securitiesbond—0.28%
868.52% Muthoot Finance Limited 2028bond—0.28%
87Power Finance Corporation Ltd - 7.82%bond—0.28%
887.47% Small Industries Development Bank of India (MD )bond—0.28%
89National Bank for Agriculture & Rural Development - 7.1%bond—0.28%
90National Bank for Agriculture & Rural Development - 7.16%bond—0.28%
91Small Industries Development Bank of India - 7.4%bond—0.28%
926.85% National Bank for Agriculture and Rural Development (MD )bond—0.28%
93SMALL INDUSTRIES DEVELOPMENT BANK OF INDIAbond—0.28%
94State Bank of India - 6.93% - - Call Dtbond—0.28%
95DHOOT TRANSMISSION LTDConsumer Discretionary0.27%
967.30% Government of India (MD )bond—0.27%
977.34% Central Government Securitiesbond—0.27%
98Power Finance Corporation Ltd - 7.75%bond—0.23%
99Housing & Urban Development Corporation Ltd - 7.23%bond—0.22%
1007.34% REC Limitedbond—0.22%
1017.02% Central Government Securitiesbond—0.17%
1028.65% Bharti Telecom Limitedbond—0.17%
103Power Finance Corporation Ltd - 7.77%bond—0.17%
104LIC Housing Finance Ltd - 8.025%bond—0.17%
105NCD INDIAN RAILWAY FINANCE CORPORATION LIMITEDbond—0.17%
1068.4% Muthoot Finance Limitedbond—0.17%
107Power Finance Corporation Ltd - 6.73%bond—0.17%
108Indian Railway Finance Corporation Ltd - 7.74%bond—0.17%
1097.11% Bajaj Finance Limited 2028bond—0.17%
110BANK OF BARODA CD REDbond—0.17%
111CD - UNION BANK OF INDIAbond—0.17%
112PNB Housing Finance Ltd - 7.28%bond—0.16%
113INDIAN RAILWAYS FINANCE CORPORATION LTD. - - ZCBbond—0.15%
114Can Fin Homes Ltd - 8.09%bond—0.11%
1158.15% PNB Housing Finance Limitedbond—0.11%
116Small Industries Development Bank of India - 7.68%bond—0.11%
1177.56% REC Ltd. (MD )bond—0.11%
118Cholamandalam Investment and Finance Company Ltd - 7.38%bond—0.11%
1197.4091% HDB Financial Services Limited 2028bond—0.11%
1207.28% REC Limitedbond—0.06%
121Chennai Super Kings LtdConsumer Discretionary0%

Frequently Asked Questions

Yes. As of its 30 September 2026 disclosure, ICICI Bank Limited is 4.93% of Sundaram Aggressive Hybrid Fund's net assets — its number 1 holding.
Yes. As of its 30 September 2026 disclosure, Reliance Industries Limited is 3.66% of Sundaram Aggressive Hybrid Fund's net assets — its number 2 holding.
Yes. As of its 30 September 2026 disclosure, Larsen & Toubro Limited is 3.36% of Sundaram Aggressive Hybrid Fund's net assets — its number 3 holding.
Yes. As of its 30 September 2026 disclosure, Bharti Airtel Limited is 3.29% of Sundaram Aggressive Hybrid Fund's net assets — its number 4 holding.
Yes. As of its 30 September 2026 disclosure, HDFC Bank Limited is 2.9% 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 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.