← Sundaram Mutual Fund

Sundaram ELSS Tax Saver Fund Direct Plan Growth

ELSS Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
58
May 2026
Equity Holdings
₹1,228.73 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.7%
Diversified
Top 10 Weight
40.9%
Moderate
Changes
56
4 new · 0 exits
Top Sector
Banks
26.4% of portfolio
📋 What Happened This Month Sundaram ELSS Tax Saver Fund Direct Plan Growth added 4 new stocks to its portfolio this month. The biggest new buy was 360 One WAM Limited (Capital Markets) at 0.99% weight. Among existing holdings, Affle 3i Limited saw the biggest increase — now at 1.31% of the portfolio. Oil & Natural Gas Corporation Limited was trimmed the most, now at 0.97%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 26.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 27.5% 27.1% -0.4%
IT - Software 8.6% 6.5% -2.2%
Cement & Cement Products 4.6% 4.7% +0.0%
Petroleum Products 4.5% 4.4% -0.1%
Automobiles 4.6% 4.3% -0.3%
Industrial Products 3.8% 4.3% +0.5%
Telecom - Services 4.1% 3.9% -0.1%
Construction 3.2% 3.5% +0.3%
Pharmaceuticals & Biotechnology 3.3% 3.1% -0.1%
Power 3.1% 3.0% -0.1%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 27.1% 26.4% -0.7%
IT - Software 6.5% 6.4% -0.1%
Automobiles 4.3% 5.3% +1.0%
Industrial Products 4.3% 5.0% +0.7%
Cement & Cement Products 4.7% 4.7% +0.0%
Construction 3.5% 4.4% +0.9%
Telecom - Services 3.9% 3.9% 0.0%
Petroleum Products 4.4% 3.6% -0.8%
Pharmaceuticals & Biotechnology 3.1% 3.4% +0.2%
Power 3.0% 2.8% -0.2%
🟢
Biggest New Buy
360 One WAM Limited
0.99% weight · Capital Markets
Biggest Add
Affle 3i Limited
+0.44% · now 1.31%
Biggest Trim
Oil & Natural Gas Corporation Limited
-0.85% · now 0.97%
🤝 Other funds also bought this month
TVS Motor Company Limited 36 funds
TVS Motor Company Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund + more
360 One WAM Limited 19 funds
360 One WAM Limited
Axis Nifty Capital Markets Index Fund
ICICI Prudential Exports and Services Fund
SBI MIDCAP FUND - DIRECT PLAN - GROWTH + more
Mahindra & Mahindra Financial Services Limited 12 funds
Mahindra & Mahindra Financial Services Limited
Kotak Active Momentum Fund - Direct Plan - Growth option
JM Large and Midcap Fund
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option + more
Kalpataru Projects International Limited 9 funds
Kalpataru Projects International Limited
Mirae Asset Small Cap Fund - Direct Plan - Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
JM Value Fund (Direct) - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 4 New Entries ↑ 29 Increased ↓ 23 Decreased
#StockSectorWeight (May 2026)
1
360 One WAM Limited
₹12.48 Cr
Capital Markets 0.99%
2
TVS Motor Company Limited
₹12.42 Cr
Automobiles 0.98%
3
Mahindra & Mahindra Financial Services Limited
₹11.66 Cr
Finance 0.92%
4
Kalpataru Projects International Limited
₹9.92 Cr
Construction 0.79%
#StockSectorApr 2026May 2026Change
1
Affle 3i Limited
₹16.50 Cr
IT - Services 0.87% 1.31% +0.44%
2
Kirloskar Oil Engines Limited
₹37.82 Cr
Industrial Products 2.57% 2.99% +0.42%
3
Tata Steel Limited
₹14.37 Cr
Ferrous Metals 0.77% 1.14% +0.37%
4
Thermax Limited
₹12.96 Cr
Electrical Equipment 0.71% 1.03% +0.32%
5
Max Financial Services Limited
₹12.39 Cr
Insurance 0.66% 0.98% +0.32%
6
Cummins India Limited
₹25.29 Cr
Industrial Products 1.75% 2.00% +0.25%
7
Axis Bank Limited
₹56.22 Cr
Banks 4.28% 4.45% +0.17%
8
Cipla Limited
₹23.68 Cr
Pharmaceuticals & Biotechnology 1.71% 1.87% +0.16%
9
Larsen & Toubro Limited
₹45.59 Cr
Construction 3.46% 3.61% +0.15%
10
ICICI Bank Limited
₹74.19 Cr
Banks 5.76% 5.87% +0.11%
#StockSectorApr 2026May 2026Change
1
Oil & Natural Gas Corporation Limited
₹12.31 Cr
Oil 1.82% 0.97% -0.85%
2
Union Bank of India
₹12.92 Cr
Banks 1.79% 1.02% -0.77%
3
Reliance Industries Limited
₹45.78 Cr
Petroleum Products 4.37% 3.62% -0.75%
4
Deepak Nitrite Limited
₹7.62 Cr
Chemicals & Petrochemicals 0.94% 0.60% -0.34%
5
State Bank of India
₹45.33 Cr
Banks 3.87% 3.59% -0.28%
6
Whirlpool of India Limited
₹12.58 Cr
Consumer Durables 1.16% 1.00% -0.16%
7
Torrent Power Limited
₹10.94 Cr
Power 1.03% 0.87% -0.16%
8
Brigade Enterprises Limited
₹5.81 Cr
Realty 0.61% 0.46% -0.15%
9
ITC Limited
₹24.85 Cr
Diversified FMCG 2.10% 1.97% -0.13%
10
Delhivery Limited
₹15.40 Cr
Transport Services 1.32% 1.22% -0.10%

What Stocks Does This Fund Hold?

58 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹86.11 Cr
Banks
6.82%
2
₹74.19 Cr
Banks
5.87%
3
₹56.22 Cr
Banks
4.45%
4
₹49.20 Cr
Telecom - Services
3.89%
5
₹45.78 Cr
Petroleum Products
3.62%
6
₹45.59 Cr
Construction
3.61%
7
₹45.33 Cr
Banks
3.59%
8
₹40.50 Cr
IT - Software
3.21%
9
₹37.82 Cr
Industrial Products
2.99%
10
₹36.50 Cr
Banks
2.89%
🏆 Top stocks held by ELSS funds
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🏦 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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