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Invesco India ELSS Tax Saver Fund

ELSS Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
73
Jul 2026
Equity Holdings
₹2,672.60 Cr
Equity only, excl. debt & cash
AAUM
₹2,467.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.6%
Diversified
Top 10 Weight
25.9%
Diversified
Changes
76
6 new · 4 exits
Top Sector
Banks
16.8% of portfolio
Launch Date
20 Nov 2006
10+ year track record

AAUM (Average Assets Under Management) of ₹2,467.15 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 Invesco India ELSS Tax Saver Fund made 6 new additions and exited 4 stocks this month. The biggest new buy was Belrise Industries Ltd. (Auto Components) at 1.00% weight. Reliance Industries Limited was the biggest exit (Petroleum Products), which was held at 1.87%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 4.66% of the portfolio. Transformers And Rectifiers (India) Limited was trimmed the most, now at 0.81%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 16.8%. ↓ 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 15.3% 16.9% +1.6%
Finance 6.8% 6.9% +0.2%
Industrial Products 6.5% 6.6% +0.1%
Retailing 6.3% 6.3% 0.0%
Pharmaceuticals & Biotechnology 5.2% 5.5% +0.3%
Auto Components 4.8% 5.1% +0.3%
IT - Software 6.1% 4.9% -1.2%
Automobiles 3.9% 4.1% +0.1%
Capital Markets 4.0% 4.0% +0.1%
Healthcare Services 3.8% 3.9% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 16.9% 16.8% -0.1%
Retailing 6.3% 6.9% +0.6%
Finance 6.9% 6.3% -0.7%
Pharmaceuticals & Biotechnology 5.5% 5.8% +0.3%
IT - Software 4.9% 5.8% +0.8%
Auto Components 5.1% 5.7% +0.6%
Industrial Products 6.6% 5.1% -1.5%
Capital Markets 4.0% 4.8% +0.8%
Automobiles 4.1% 4.6% +0.5%
Healthcare Services 3.9% 3.8% -0.1%
🟢
Biggest New Buy
Belrise Industries Ltd.
1.00% weight · Auto Components
🔴
Biggest Exit
Reliance Industries Limited
1.87% was held · Petroleum Products
Biggest Add
HDFC Bank Limited
+0.58% · now 4.66%
Biggest Trim
Transformers And Rectifiers (India) Limited
-1.20% · now 0.81%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Bajaj Auto Limited 24 funds
Bajaj Auto Limited
HDFC Nifty Auto Index Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Billionbrains Garage Ventures Ltd 22 funds
Billionbrains Garage Ventures Ltd
Edel BSE Capital Markets & Insurance ETF
Kotak Focused Fund- Direct Plan- Growth option
Motilal Oswal Asset Management Company Limited + more
Oberoi Realty Limited 15 funds
Oberoi Realty Limited
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
ITI Business Cycle Fund- Direct Plan- Growth
Axis BSE India Sector Leaders Index Fund + more
Cyient DLM Ltd 3 funds
Cyient DLM Ltd
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Aditya Birla Sun Life Infrastructure Fund - Growth - Direct Plan
Axis Value Fund - Direct Plan - Growth
👋 Other funds also exited
Reliance Industries Limited 59 funds
Reliance Industries Limited
HDFC NIFTY 50 VALUE 20 ETF - Growth Option
Mirae Asset Nifty Energy ETF
Mirae Asset BSE Sensex ETF + more
Supreme Industries Limited 21 funds
Supreme Industries Limited
SAMCO ELSS TAX SAVER FUND
DSP Midcap Fund - Direct Plan - Growth
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Home First Finance Company India Limited 11 funds
Home First Finance Company India Limited
Groww Nifty Smallcap250 ETF
Invesco India Largecap Fund - Direct Plan - Growth
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option + more
KEC International Limited 11 funds
KEC International Limited
Groww Nifty Smallcap250 ETF
Tata Business Cycle Fund-Direct Plan-Growth
THE WEALTH COMPANY BALANCED ADVANTAGE FUND + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 4 Exits ↑ 34 Increased ↓ 32 Decreased
#StockSectorWeight (Jul 2026)
1
Belrise Industries Ltd.
₹26.96 Cr
Auto Components 1.00%
2
Adani Enterprises Limited
₹18.03 Cr
Metals & Minerals Trading 0.67%
3
Billionbrains Garage Ventures Ltd
₹17.20 Cr
Capital Markets 0.64%
4
Bajaj Auto Limited
₹14.54 Cr
Automobiles 0.54%
5
Oberoi Realty Limited
₹13.20 Cr
Realty 0.49%
6
Cyient DLM Ltd
₹6.24 Cr
Aerospace & Defense 0.23%
#StockSectorLast Weight (Jun 2026)
1
Reliance Industries Limited
₹49.42 Cr
Petroleum Products 1.87%
2
KEC International Limited
₹13.35 Cr
Construction 0.50%
3
Supreme Industries Limited
₹13.15 Cr
Industrial Products 0.50%
4
Home First Finance Company India Limited
₹12.21 Cr
Finance 0.46%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹125.74 Cr
Banks 4.08% 4.66% +0.58%
2
Hindalco Industries Limited
₹40.10 Cr
Non - Ferrous Metals 0.97% 1.49% +0.52%
3
Swiggy Limited
₹29.25 Cr
Retailing 0.67% 1.08% +0.41%
4
Bharti Airtel Limited
₹62.90 Cr
Telecom - Services 1.94% 2.33% +0.39%
5
Tata Motors Ltd
₹29.31 Cr
Agricultural, Commercial & Construction Vehicles 0.78% 1.09% +0.31%
6
Divi's Laboratories Limited
₹45.24 Cr
Pharmaceuticals & Biotechnology 1.40% 1.68% +0.28%
7
Coforge Limited
₹55.10 Cr
IT - Software 1.77% 2.04% +0.27%
8
Persistent Systems Limited
₹35.29 Cr
IT - Software 1.04% 1.31% +0.27%
9
Bajaj Finance Limited
₹64.92 Cr
Finance 2.16% 2.41% +0.25%
10
Sona BLW Precision Forgings Limited
₹36.60 Cr
Auto Components 1.11% 1.36% +0.25%
#StockSectorJun 2026Jul 2026Change
1
Transformers And Rectifiers (India) Limited
₹21.84 Cr
Electrical Equipment 2.01% 0.81% -1.20%
2
Larsen & Toubro Limited
₹27.49 Cr
Construction 1.81% 1.02% -0.79%
3
ZF Commercial Vehicle Control Systems India Limited
₹38.68 Cr
Auto Components 1.92% 1.43% -0.49%
4
Polycab India Limited
₹38.34 Cr
Industrial Products 1.89% 1.42% -0.47%
5
L&T Finance Limited
₹34.17 Cr
Finance 1.71% 1.27% -0.44%
6
Tube Investments of India Limited
₹34.37 Cr
Auto Components 1.64% 1.27% -0.37%
7
Grindwell Norton Limited
₹17.98 L
Industrial Products 0.34% 0.01% -0.33%
8
RBL Bank Limited
₹30.49 Cr
Banks 1.44% 1.13% -0.31%
9
Honeywell Automation India Limited
₹38.66 Cr
Industrial Manufacturing 1.73% 1.43% -0.30%
10
Axis Bank Limited
₹60.30 Cr
Banks 2.49% 2.23% -0.26%

What Stocks Does This Fund Hold?

73 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹125.74 Cr
Banks
4.66%
2
₹105.44 Cr
Banks
3.91%
3
₹64.92 Cr
Finance
2.41%
4
₹62.90 Cr
Telecom - Services
2.33%
5
₹61.38 Cr
Industrial Manufacturing
2.27%
6
₹60.30 Cr
Banks
2.23%
7
₹55.84 Cr
Retailing
2.07%
8
₹55.10 Cr
IT - Software
2.04%
9
₹54.63 Cr
Transport Services
2.02%
10
₹52.65 Cr
Consumer Durables
1.95%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 Invesco Mutual Fund — Portfolio & Holdings
See all funds managed by Invesco 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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