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Sundaram Aggressive Hybrid Fund Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 5 |
| Top 10 Stocks (%) | 10.0 % |
| Top 5 Stocks (%) | 10.0 % |
| Top 3 Stocks (%) | 7.88 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
54.354114 %
This fund
Vs
68.62 %
Category
Mid Cap Stocks (%)
9.926541 %
This fund
Vs
16.9 %
Category
Small Cap Stocks (%)
3.849345 %
This fund
Vs
14.49 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | Jul 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 35.82000000000001 % | 2,811 Cr | 33.72000000000002 % | 2,470 Cr | 35.150000000000006 % | 2,443 Cr | 35.109999999999985 % | 2,347 Cr | 35.009999999999984 % | 2,306 Cr | 33.230000000000004 % | 2,041 Cr | 33.15999999999999 % | 1,863 Cr | 28.769999999999996 % | 1,595 Cr | 29.360000000000003 % | 1,604 Cr | 29.719999999999995 % | 1,592 Cr | 28.630000000000003 % | 1,577 Cr | 27.640000000000008 % | 1,472 Cr | 29.810000000000006 % | 1,546 Cr | 31.669999999999995 % | 1,577 Cr | 31.240000000000002 % | 1,452 Cr | 31.35999999999999 % | 1,434 Cr | 30.839999999999993 % | 1,367 Cr | 31.18 % | 1,347 Cr | 32.469999999999985 % | 1,359 Cr | |
| Energy | 6.449999999999999 % | 506.36 Cr | 6.3 % | 462.48 Cr | 6.2 % | 430.45 Cr | 6.640000000000001 % | 443.58 Cr | 6.970000000000001 % | 458.46 Cr | 8.080000000000002 % | 497.51 Cr | 8.03 % | 451.29 Cr | 6.98 % | 386.8 Cr | 7.23 % | 395.72 Cr | 7.6899999999999995 % | 411.72 Cr | 8.09 % | 446.26 Cr | 8.81 % | 469.41 Cr | 8.52 % | 441.63 Cr | 8.57 % | 426.96 Cr | 8.71 % | 404.59 Cr | 8.85 % | 404.97 Cr | 9.02 % | 399.81 Cr | 8.040000000000001 % | 348.1 Cr | 7.469999999999999 % | 312.81 Cr | |
| Automobile | 6.26 % | 490.42 Cr | 5.029999999999999 % | 369.16 Cr | 5.22 % | 362.91 Cr | 5.23 % | 348.67 Cr | 5.23 % | 343.94 Cr | 5.52 % | 338.78 Cr | 6.119999999999999 % | 343.32 Cr | 7.74 % | 429.42 Cr | 7.879999999999999 % | 431.6 Cr | 8.16 % | 436.96 Cr | 9.020000000000001 % | 495.62 Cr | 8.89 % | 473.82 Cr | 8.41 % | 437.39 Cr | 8.23 % | 409.71 Cr | 7.320000000000001 % | 339.49 Cr | 7.02 % | 321.38 Cr | 7.14 % | 317.02 Cr | 7.000000000000001 % | 302.91 Cr | 6.750000000000001 % | 283.24 Cr | |
| Services | 5.7700000000000005 % | 453.33 Cr | 5.0600000000000005 % | 370.76 Cr | 4.66 % | 323.93 Cr | 4.04 % | 270.45 Cr | 3.55 % | 233.91 Cr | 1.9500000000000002 % | 119.57 Cr | 2.9899999999999998 % | 167.83 Cr | 3.92 % | 217.7 Cr | 4.33 % | 236.77 Cr | 4.12 % | 220.27 Cr | 4.42 % | 243.93 Cr | 3.6199999999999997 % | 193.33 Cr | 4.21 % | 218.12 Cr | 4.4 % | 218.9 Cr | 4.900000000000001 % | 228.35 Cr | 5.23 % | 239.94 Cr | 5.449999999999999 % | 241.87 Cr | 5.42 % | 233.64 Cr | 5.220000000000001 % | 219.14 Cr | |
| Technology | 3.96 % | 310.98 Cr | 2.9099999999999997 % | 213.37 Cr | 3.2300000000000004 % | 224.52 Cr | 3.6100000000000003 % | 241.16 Cr | 3.5700000000000003 % | 234.77 Cr | 5.48 % | 337.62 Cr | 6.96 % | 390.6 Cr | 6.56 % | 363.83 Cr | 6.6000000000000005 % | 361.11 Cr | 5.890000000000001 % | 315.38 Cr | 5.8100000000000005 % | 320.38 Cr | 6.17 % | 328.57 Cr | 5.680000000000001 % | 295.15 Cr | 5.14 % | 255.7 Cr | 4.84 % | 225.01 Cr | 4.79 % | 219.35 Cr | 5.24 % | 232.52 Cr | 5.86 % | 253.98 Cr | 6.15 % | 257.82 Cr | |
| Communication | 4.58 % | 359.87 Cr | 3.76 % | 275.91 Cr | 3.6500000000000004 % | 253.02 Cr | 3.86 % | 257.9 Cr | 3.42 % | 225.6 Cr | 3.5999999999999996 % | 221.13 Cr | 3.68 % | 206.34 Cr | 2.86 % | 158.77 Cr | 2.98 % | 162.71 Cr | 3.01 % | 161.26 Cr | 3.1 % | 170.95 Cr | 2.98 % | 158.9 Cr | 2.87 % | 149.15 Cr | 2.9 % | 144.4 Cr | 2.96 % | 137.27 Cr | 2.89 % | 132.22 Cr | 2.77 % | 122.86 Cr | 2.6 % | 112.33 Cr | 2.79 % | 117.07 Cr | |
| Consumer Staples | 3.8399999999999994 % | 300.04 Cr | 4.17 % | 305.99 Cr | 4.23 % | 293.27 Cr | 4.970000000000001 % | 331.98 Cr | 5.1499999999999995 % | 338.67 Cr | 5.86 % | 359.16 Cr | 4.65 % | 261.15 Cr | 4.82 % | 266.79 Cr | 4.8100000000000005 % | 263.29 Cr | 4.85 % | 259.61 Cr | 5.2299999999999995 % | 288.2 Cr | 5.2700000000000005 % | 281.17 Cr | 4.74 % | 246 Cr | 4.4399999999999995 % | 221.11 Cr | 4.65 % | 215.75 Cr | 4.88 % | 223.39 Cr | 4.83 % | 214.61 Cr | 5.120000000000001 % | 221.14 Cr | 5.67 % | 237.04 Cr | |
| Construction | 6.41 % | 503.18 Cr | 5.6899999999999995 % | 417.91 Cr | 5.09 % | 353.74 Cr | 5.1 % | 340.87 Cr | 3.91 % | 257.76 Cr | 2.08 % | 128.32 Cr | 2.23 % | 125.35 Cr | 2.33 % | 128.99 Cr | 2.42 % | 132.7 Cr | 2.16 % | 115.51 Cr | 2.3200000000000003 % | 127.89 Cr | 2.6799999999999997 % | 142.7 Cr | 2.82 % | 146.21 Cr | 2.76 % | 137.73 Cr | 3.05 % | 141.57 Cr | 3.0400000000000005 % | 139.18 Cr | 3.27 % | 144.56 Cr | 3.13 % | 135.44 Cr | 3.2399999999999998 % | 135.5 Cr | |
| Capital Goods | 3.79 % | 297.31 Cr | 3.9699999999999998 % | 291.81 Cr | 3.8100000000000005 % | 264.24 Cr | 3.4099999999999993 % | 227.89 Cr | 2.58 % | 170.08 Cr | 2.44 % | 149.63 Cr | 3.0900000000000003 % | 173.31 Cr | 2.58 % | 142.63 Cr | 2.7500000000000004 % | 149.97 Cr | 2.16 % | 115.78 Cr | 2.3 % | 126.78 Cr | 2.39 % | 127.4 Cr | 2.13 % | 110.35 Cr | 2.3200000000000003 % | 115.39 Cr | 2.2800000000000002 % | 105.93 Cr | 2.04 % | 93.74 Cr | 1.89 % | 83.7 Cr | 1.87 % | 80.97 Cr | 1.8200000000000003 % | 76.27 Cr | |
| Chemicals | 2.15 % | 168.68 Cr | 2.06 % | 151.13 Cr | 2.08 % | 144.17 Cr | 2.02 % | 134.97 Cr | 1.96 % | 128.98 Cr | 1.23 % | 75.55 Cr | 1.23 % | 69.37 Cr | 1.19 % | 65.79 Cr | 1.14 % | 62.61 Cr | 1.09 % | 58.4 Cr | 1.06 % | 58.61 Cr | 1.19 % | 63.29 Cr | 1.15 % | 59.83 Cr | 1.16 % | 57.63 Cr | 1.01 % | 47.06 Cr | 0.95 % | 43.48 Cr | 0.87 % | 38.7 Cr | 0.9 % | 38.74 Cr | 0.9 % | 37.79 Cr | |
| Healthcare | 1.99 % | 155.62 Cr | 3.0 % | 219.65 Cr | 3.8 % | 263.63 Cr | 3.86 % | 258.09 Cr | 3.79 % | 250.3 Cr | 4.58 % | 281.9 Cr | 5.01 % | 281.43 Cr | 6.040000000000001 % | 334.62 Cr | 5.59 % | 306.01 Cr | 5.81 % | 311.09 Cr | 5.890000000000001 % | 323.56 Cr | 6.04 % | 322.42 Cr | 6.08 % | 315.36 Cr | 5.34 % | 265.43 Cr | 5.4 % | 250.57 Cr | 5.52 % | 252.72 Cr | 5.93 % | 263.02 Cr | 5.85 % | 252.43 Cr | 5.109999999999999 % | 213.61 Cr | |
| Materials | 1.81 % | 141.94 Cr | 2.63 % | 192.94 Cr | 2.25 % | 155.97 Cr | 2.44 % | 162.37 Cr | 2.39 % | 157.48 Cr | 2.17 % | 133.02 Cr | 3.13 % | 176.18 Cr | 2.6399999999999997 % | 146.65 Cr | 2.74 % | 150.09 Cr | 2.8499999999999996 % | 151.81 Cr | 2.8899999999999997 % | 158.86 Cr | 2.96 % | 157.27 Cr | 2.91 % | 150.7 Cr | 3.14 % | 155.88 Cr | 2.7800000000000002 % | 129.19 Cr | 2.77 % | 127.17 Cr | 2.8 % | 123.64 Cr | 2.76 % | 119.58 Cr | 2.91 % | 121.85 Cr | |
| Consumer Discretionary | 0.93 % | 73.02 Cr | 0.94 % | 68.65 Cr | 1.0 % | 69.1 Cr | 0.93 % | 62.08 Cr | 2.7 % | 178.04 Cr | 3.0 % | 183.97 Cr | 3.0 % | 168.57 Cr | 4.890000000000001 % | 270.83 Cr | 4.54 % | 248.35 Cr | 4.81 % | 258.06 Cr | 4.88 % | 269.04 Cr | 4.619999999999999 % | 245.98 Cr | 4.24 % | 220.13 Cr | 4.16 % | 207.17 Cr | 2.91 % | 135.05 Cr | 3.16 % | 144.66 Cr | 3.1 % | 137.9 Cr | 2.91 % | 125.83 Cr | 2.34 % | 97.99 Cr | |
| Insurance | 0.37 % | 28.73 Cr | 0.87 % | 63.59 Cr | 0.84 % | 58.22 Cr | 0.81 % | 53.94 Cr | 0.77 % | 50.54 Cr | 0.67 % | 41.04 Cr | 1.06 % | 59.6 Cr | 1.36 % | 75.48 Cr | 1.45 % | 79.57 Cr | 1.51 % | 80.95 Cr | 1.6 % | 88.29 Cr | 1.63 % | 86.82 Cr | 1.6099999999999999 % | 83.61 Cr | 1.4 % | 69.91 Cr | 1.48 % | 68.77 Cr | 1.5699999999999998 % | 71.75 Cr | 1.5699999999999998 % | 69.43 Cr | 1.4700000000000002 % | 63.8 Cr | 1.25 % | 52.53 Cr |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 7.34 % | 575.97 Cr | 7.34% | 7.33% | 5.79% |
| ICICI Bank Ltd. | Financial | 4.74 % | 371.52 Cr | 4.74% | 5.72% | 4.74% |
| Reliance Industries Ltd. | Energy | 4.17 % | 327.23 Cr | 4.17% | 4.61% | 4.73% |
| Bharti Airtel Ltd. | Communication | 3.82 % | 299.56 Cr | 3.82% | 3.95% | 3.23% |
| Larsen & Toubro Ltd. | Construction | 3.22 % | 252.91 Cr | 3.22% | 2.48% | 1.96% |
| Mahindra & Mahindra Ltd. | Automobile | 2.78 % | 217.94 Cr | 2.78% | 1.97% | 1.74% |
| Kotak Mahindra Bank Ltd. | Financial | 2.74 % | 215.09 Cr | 2.74% | 2.73% | 2.15% |
| Bajaj Finance Ltd. | Financial | 2.12 % | 166.38 Cr | 2.12% | 2.1% | -- |
| HCL Technologies Ltd. | Technology | 1.97 % | 154.49 Cr | 1.97% | 1.25% | 1.38% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.7 % | 133.49 Cr | 1.7% | 1.69% | -- |
| State Bank of India | Financial | 1.65 % | 129.66 Cr | 1.65% | 2.99% | 2.86% |
| Hindustan Unilever Ltd. | Consumer Staples | 1.57 % | 122.89 Cr | 1.57% | 1.62% | -- |
| Coromandel International Ltd. | Chemicals | 1.56 % | 122.7 Cr | 1.56% | 1.42% | 1.23% |
| Bharat Electronics Ltd. | Capital Goods | 1.52 % | 119.55 Cr | 1.52% | 1.49% | 0.69% |
| Cummins India Ltd. | Capital Goods | 1.36 % | 106.64 Cr | 1.36% | 1.36% | 0.68% |
| Infosys Ltd. | Technology | 1.22 % | 96.01 Cr | 1.22% | 1.61% | 2.6% |
| BSE Ltd. | Services | 1.12 % | 87.92 Cr | 1.12% | 0.95% | -- |
| Jubilant FoodWorks Ltd. | Services | 1.12 % | 88.16 Cr | 1.12% | 1.33% | 0.95% |
| PB Fintech Ltd. | Services | 1.11 % | 87.36 Cr | 1.11% | -- | -- |
| Power Finance Corporation Ltd. | Financial | 1.1 % | 86.11 Cr | 1.1% | 1.34% | -- |
| Ultratech Cement Ltd. | Materials | 1.1 % | 86.01 Cr | 1.1% | 0.81% | 0.99% |
| TVS Motor Company Ltd. | Automobile | 1.1 % | 86.38 Cr | 1.1% | -- | -- |
| Tata Consumer Products Ltd. | Consumer Staples | 1.09 % | 85.28 Cr | 1.09% | 1.2% | 0.83% |
| Interglobe Aviation Ltd. | Services | 1.08 % | 84.69 Cr | 1.08% | 1.38% | -- |
| Bharat Petroleum Corporation Ltd. | Energy | 1.02 % | 79.76 Cr | 1.02% | 1.02% | 1.19% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.93 % | 73.02 Cr | 0.93% | 1.0% | 1.46% |
| Maruti Suzuki India Ltd. | Automobile | 0.92 % | 71.88 Cr | 0.92% | 1.17% | 1.17% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.91 % | 71.11 Cr | 0.91% | 0.73% | 0.52% |
| Mankind Pharma Ltd. | Healthcare | 0.82 % | 64.13 Cr | 0.82% | 0.78% | -- |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.76 % | 59.26 Cr | 0.76% | 0.72% | 1.3% |
| Bajaj Auto Ltd. | Automobile | 0.76 % | 59.24 Cr | 0.76% | 0.83% | 0.8% |
| Tata Power Company Ltd. | Energy | 0.71 % | 55.79 Cr | 0.71% | 0.82% | 0.85% |
| JK Cement Ltd. | Materials | 0.71 % | 55.93 Cr | 0.71% | 0.57% | 0.55% |
| UNO Minda Ltd. | Automobile | 0.7 % | 54.96 Cr | 0.7% | 0.8% | 0.67% |
| Home First Finance Company India Ltd. | Financial | 0.68 % | 53.47 Cr | 0.68% | 0.71% | 0.66% |
| Crisil Ltd. | Services | 0.66 % | 51.83 Cr | 0.66% | 0.7% | -- |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.61 % | 47.52 Cr | 0.61% | 0.29% | 0.33% |
| United Spirits Ltd. | Consumer Staples | 0.6 % | 47.12 Cr | 0.6% | 0.85% | 1.25% |
| Pidilite Industries Ltd. | Chemicals | 0.59 % | 45.97 Cr | 0.59% | 0.66% | -- |
| Prestige Estates Projects Ltd. | Construction | 0.58 % | 45.66 Cr | 0.58% | 0.55% | -- |
| Varun Beverages Ltd. | Consumer Staples | 0.55 % | 42.77 Cr | 0.55% | 0.56% | 0.65% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.53 % | 41.73 Cr | 0.53% | -- | -- |
| Indegene Ltd. | Healthcare | 0.41 % | 32.23 Cr | 0.41% | 0.33% | -- |
| Coforge Ltd. | Technology | 0.4 % | 31.14 Cr | 0.4% | -- | 0.38% |
| Trent Ltd. | Services | 0.4 % | 31.13 Cr | 0.4% | -- | -- |
| SBI Life Insurance Company Ltd. | Insurance | 0.37 % | 28.73 Cr | 0.37% | 0.84% | 0.72% |
| Tech Mahindra Ltd. | Technology | 0.37 % | 29.33 Cr | 0.37% | 0.37% | 0.64% |
| Indraprastha Gas Ltd. | Energy | 0.31 % | 24.62 Cr | 0.31% | -- | -- |
| The Indian Hotels Company Ltd. | Services | 0.28 % | 22.16 Cr | 0.28% | 0.54% | 0.42% |
| GAIL (India) Ltd. | Energy | 0.24 % | 18.93 Cr | 0.24% | 0.34% | 0.36% |
Complete Current Instrument Holdings
as on Dec 31, 2025| Instrument | Sector | % of holding | Value |
|---|---|---|---|
| GOI | Sovereign | 7.99 % | 626.7 Cr |
| LIC Housing Finance Ltd. | Financial | 0.84 % | 66.1 Cr |
| Power Finance Corporation Ltd. | Financial | 0.84 % | 106.73 Cr |
| REC Ltd. | Financial | 0.84 % | 65.55 Cr |
| Bharti Telecom Ltd. | Communication | 0.76 % | 60.3 Cr |
| National Bank For Agriculture & Rural Development | Financial | 0.76 % | 246.64 Cr |
| Axis Bank Ltd. | Financial | 0.69 % | 54.47 Cr |
| Bajaj Finance Ltd. | Financial | 0.58 % | 45.33 Cr |
| Indian Railway Finance Corporation Ltd. | Financial | 0.46 % | 48.77 Cr |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.4 % | 61.61 Cr |
| HDFC Bank Ltd. | Financial | 0.32 % | 25.34 Cr |
| State Bank of India | Financial | 0.32 % | 25.06 Cr |
| Shriram Finance Ltd | Financial | 0.32 % | 25.16 Cr |
| PNB Housing Finance Ltd. | Financial | 0.31 % | 24.12 Cr |
| Indian Bank | Financial | 0.31 % | 24.34 Cr |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.19 % | 100.29 Cr |
| Muthoot Finance Ltd. | Financial | 0.19 % | 40.37 Cr |
| Tamilnadu State | Others | 0.16 % | 12.79 Cr |
| HDB Financial Services Ltd. | Financial | 0.13 % | 20.04 Cr |
| Karnataka State | Others | 0.13 % | 10.21 Cr |
| Can Fin Homes Ltd. | Financial | 0.13 % | 10.09 Cr |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 575.97 Cr | -- | 601.31 Cr |
| ICICI Bank Ltd. | Financial | 371.52 Cr | -- | 371.52 Cr |
| Reliance Industries Ltd. | Energy | 327.23 Cr | -- | 327.23 Cr |
| Bharti Airtel Ltd. | Communication | 299.56 Cr | -- | 299.56 Cr |
| Larsen & Toubro Ltd. | Construction | 252.91 Cr | -- | 252.91 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tech Mahindra Ltd. | Technology | 29.33 Cr | -- | 29.33 Cr |
| SBI Life Insurance Company Ltd. | Insurance | 28.73 Cr | -- | 28.73 Cr |
| Indraprastha Gas Ltd. | Energy | 24.62 Cr | -- | 24.62 Cr |
| The Indian Hotels Company Ltd. | Services | 22.16 Cr | -- | 22.16 Cr |
| GAIL (India) Ltd. | Energy | 18.93 Cr | -- | 18.93 Cr |