← Shriram Mutual Fund

Shriram ELSS Tax Saver Fund

ELSS Data as of Aug 2026 Comparing May 2026 → Aug 2026
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Stocks Held
70
Aug 2026
Equity Holdings
₹46.77 Cr
Equity only, excl. debt & cash
AAUM
₹43.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.2%
Moderate
Top 10 Weight
37.3%
Diversified
Changes
76
4 new · 7 exits
Top Sector
Banks
22.1% of portfolio
Launch Date
17 Dec 2018
8 years old

AAUM (Average Assets Under Management) of ₹43.59 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 Shriram ELSS Tax Saver Fund made 4 new additions and exited 7 stocks this month. The biggest new buy was Coal India Limited (Consumable Fuels) at 0.47% weight. Bank of Maharashtra was the biggest exit (Banks), which was held at 0.70%. Among existing holdings, KFin Technologies Limited saw the biggest increase — now at 1.63% of the portfolio. Larsen & Toubro Limited was trimmed the most, now at 1.47%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 22.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 23.3% 22.6% -0.7%
IT - Software 7.0% 6.9% -0.1%
Petroleum Products 7.0% 6.5% -0.4%
Healthcare Services 5.2% 5.9% +0.7%
Automobiles 5.4% 5.3% -0.1%
Telecom - Services 3.9% 3.8% -0.1%
Construction 3.7% 3.8% +0.1%
Capital Markets 2.7% 3.7% +1.0%
Pharmaceuticals & Biotechnology 3.5% 3.7% +0.1%
Power 3.4% 3.2% -0.2%
May 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.6% 22.1% -0.5%
IT - Software 6.9% 6.8% -0.1%
Automobiles 5.3% 5.7% +0.4%
Healthcare Services 5.9% 5.6% -0.4%
Petroleum Products 6.5% 5.3% -1.3%
Pharmaceuticals & Biotechnology 3.7% 4.5% +0.9%
Capital Markets 3.7% 4.4% +0.7%
Telecom - Services 3.8% 3.7% -0.2%
Industrial Products 3.2% 3.5% +0.4%
Construction 3.8% 2.9% -0.9%
🟢
Biggest New Buy
Coal India Limited
0.47% weight · Consumable Fuels
🔴
Biggest Exit
Bank of Maharashtra
0.70% was held · Banks
Biggest Add
KFin Technologies Limited
+1.37% · now 1.63%
Biggest Trim
Larsen & Toubro Limited
-1.10% · now 1.47%
🤝 Other funds also bought this month
Coal India Limited 60 funds
Coal India Limited
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Sun Pharmaceutical Industries Limited 57 funds
Sun Pharmaceutical Industries Limited
ICICI Prudential Healthcare Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Divi's Laboratories Limited 50 funds
Divi's Laboratories Limited
WhiteOak Capital Pharma and Healthcare Fund
quant Focused Fund - Growth Option-Direct Plan
ICICI Prudential Healthcare Fund + more
Emami Limited 14 funds
Emami Limited
DSP Multi Cap Fund
DSP Value Fund - Direct Plan - Growth
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
Cummins India Limited 58 funds
Cummins India Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
Hindustan Petroleum Corporation Limited 57 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Motilal Oswal Quant Fund - Direct - Growth
Sundaram Large and Midcap Fund Direct Plan - Growth + more
ICICI Prudential Asset Management Company Limited 42 funds
ICICI Prudential Asset Management Company Limited
quant Dynamic Asset Allocation Fund
quant Business Cycle Fund - Growth Option - Direct Plan
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Hitachi Energy India Limited 39 funds
Hitachi Energy India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
ITI Multi Cap Fund - Direct Plan - Growth Option
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option + more
Polycab India Limited 37 funds
Polycab India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
JM ELSS Tax Saver Fund (Direct) - Growth Option + more
Bank of Maharashtra 30 funds
Bank of Maharashtra
SBI BSE PSU BANK ETF
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Mirae Asset Nifty PSU Bank ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Aug 2026

May 2026 Aug 2026
🟢 4 New Entries 🔴 7 Exits ↑ 32 Increased ↓ 33 Decreased
#StockSectorWeight (Aug 2026)
1
Coal India Limited
₹22.30 L
Consumable Fuels 0.47%
2
Emami Limited
₹21.48 L
Personal Products 0.45%
3
Divi's Laboratories Limited
₹16.09 L
Pharmaceuticals & Biotechnology 0.34%
4
Sun Pharmaceutical Industries Limited
₹14.89 L
Pharmaceuticals & Biotechnology 0.31%
#StockSectorLast Weight (May 2026)
1
Bank of Maharashtra
₹32.24 L
Banks 0.70%
2
Hindustan Petroleum Corporation Limited
₹30.21 L
Petroleum Products 0.66%
3
ICICI Prudential Asset Management Company Limited
₹29.90 L
Capital Markets 0.65%
4
Lloyds Metals And Energy Limited
₹26.26 L
Minerals & Mining 0.57%
5
Hitachi Energy India Limited
₹23.07 L
Electrical Equipment 0.50%
6
Cummins India Limited
₹5.88 L
Industrial Products 0.13%
7
Polycab India Limited
₹5.69 L
Industrial Products 0.12%
#StockSectorMay 2026Aug 2026Change
1
KFin Technologies Limited
₹77.70 L
Capital Markets 0.26% 1.63% +1.37%
2
Sagility Limited
₹63.73 L
IT - Services 0.44% 1.34% +0.90%
3
S.J.S. Enterprises Limited
₹87.35 L
Auto Components 1.17% 1.84% +0.67%
4
ICICI Bank Limited
₹2.46 Cr
Banks 4.63% 5.17% +0.54%
5
R R Kabel Limited
₹90.49 L
Industrial Products 1.38% 1.90% +0.52%
6
Canara Robeco Asset Management Co Ltd/India
₹63.61 L
Capital Markets 0.82% 1.34% +0.52%
7
Apollo Hospitals Enterprise Limited
₹52.50 L
Healthcare Services 0.59% 1.10% +0.51%
8
Dodla Dairy Ltd.
₹57.02 L
Food Products 0.74% 1.20% +0.46%
9
Coforge Limited
₹44.37 L
IT - Software 0.49% 0.93% +0.44%
10
Deepak Fertilizers and Petrochemicals Corporation Limited
₹33.49 L
Chemicals & Petrochemicals 0.27% 0.70% +0.43%
#StockSectorMay 2026Aug 2026Change
1
Larsen & Toubro Limited
₹69.77 L
Construction 2.57% 1.47% -1.10%
2
Infosys Limited
₹91.02 L
IT - Software 2.57% 1.91% -0.66%
3
Adani Ports and Special Economic Zone Limited
₹60.46 L
Transport Infrastructure 1.90% 1.27% -0.63%
4
National Aluminium Company Limited
₹39.75 L
Non - Ferrous Metals 1.47% 0.84% -0.63%
5
HDFC Bank Limited
₹3.32 Cr
Banks 7.60% 6.99% -0.61%
6
Computer Age Management Services Limited
₹65.84 L
Capital Markets 1.96% 1.39% -0.57%
7
Thyrocare Technologies Limited
₹53.80 L
Healthcare Services 1.63% 1.13% -0.50%
8
NTPC Limited
₹86.29 L
Power 2.28% 1.82% -0.46%
9
Reliance Industries Limited
₹2.33 Cr
Petroleum Products 5.26% 4.90% -0.36%
10
Krishna Institute Of Medical Sciences Limited
₹45.48 L
Healthcare Services 1.27% 0.96% -0.31%

What Stocks Does This Fund Hold?

70 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹3.32 Cr
Banks
6.99%
2
₹2.46 Cr
Banks
5.17%
3
₹2.33 Cr
Petroleum Products
4.90%
4
₹1.97 Cr
Banks
4.15%
5
₹1.91 Cr
Banks
4.02%
6
₹1.74 Cr
Telecom - Services
3.65%
7
₹1.13 Cr
Transport Services
2.38%
8
₹1.00 Cr
Automobiles
2.11%
9
₹95.03 L
Insurance
2.00%
10
₹91.02 L
IT - Software
1.91%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 Shriram Mutual Fund — Portfolio & Holdings
See all funds managed by Shriram 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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