← Sundaram Mutual Fund

Sundaram ELSS Tax Saver Fund Direct Plan Growth

ELSS Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
56
Jul 2026
Equity Holdings
₹1,282.81 Cr
Equity only, excl. debt & cash
AAUM
₹1,253.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.3%
Moderate
Top 10 Weight
41.6%
Moderate
Changes
51
0 new · 0 exits
Top Sector
Banks
27.0% of portfolio
Launch Date
01 Jan 1996
10+ year track record

AAUM (Average Assets Under Management) of ₹1,253.66 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 Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 1.43% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.80%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 27.0%. ↓ 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 26.4% 27.7% +1.4%
IT - Software 6.4% 5.7% -0.7%
Industrial Products 5.0% 5.5% +0.5%
Automobiles 5.3% 5.2% -0.1%
Pharmaceuticals & Biotechnology 3.4% 4.8% +1.5%
Cement & Cement Products 4.7% 4.7% 0.0%
Construction 4.4% 4.4% +0.0%
Telecom - Services 3.9% 3.9% 0.0%
Petroleum Products 3.6% 3.5% -0.1%
Electrical Equipment 2.6% 2.8% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 27.7% 27.0% -0.8%
IT - Software 5.7% 6.6% +0.9%
Automobiles 5.2% 5.8% +0.5%
Industrial Products 5.5% 5.1% -0.4%
Cement & Cement Products 4.7% 4.7% +0.0%
Pharmaceuticals & Biotechnology 4.8% 4.7% -0.2%
Construction 4.4% 4.2% -0.3%
Telecom - Services 3.9% 4.1% +0.2%
Petroleum Products 3.5% 3.5% 0.0%
Retailing 2.6% 3.0% +0.4%
Biggest Add
TVS Motor Company Limited
+0.43% · now 1.43%
Biggest Trim
HDFC Bank Limited
-0.54% · now 6.80%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 27 Increased ↓ 24 Decreased
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹18.55 Cr
Automobiles 1.00% 1.43% +0.43%
2
Infosys Limited
₹42.25 Cr
IT - Software 2.92% 3.26% +0.34%
3
360 One WAM Limited
₹15.98 Cr
Capital Markets 0.95% 1.23% +0.28%
4
HCL Technologies Limited
₹17.78 Cr
IT - Software 1.10% 1.37% +0.27%
5
Mahindra & Mahindra Limited
₹31.07 Cr
Automobiles 2.19% 2.40% +0.21%
6
Eternal Limited
₹23.59 Cr
Retailing 1.61% 1.82% +0.21%
7
Mahindra & Mahindra Financial Services Limited
₹15.62 Cr
Finance 1.00% 1.21% +0.21%
8
ICICI Bank Limited
₹84.76 Cr
Banks 6.34% 6.54% +0.20%
9
Bharti Airtel Limited
₹53.05 Cr
Telecom - Services 3.89% 4.09% +0.20%
10
Swiggy Limited
₹15.52 Cr
Retailing 1.02% 1.20% +0.18%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹88.17 Cr
Banks 7.34% 6.80% -0.54%
2
Axis Bank Limited
₹53.73 Cr
Banks 4.59% 4.15% -0.44%
3
Elecon Engineering Company Limited
₹15.82 Cr
Electrical Equipment 1.57% 1.22% -0.35%
4
Kirloskar Oil Engines Limited
₹42.95 Cr
Industrial Products 3.62% 3.31% -0.31%
5
Larsen & Toubro Limited
₹44.05 Cr
Construction 3.62% 3.40% -0.22%
6
Cipla Limited
₹22.69 Cr
Pharmaceuticals & Biotechnology 1.93% 1.75% -0.18%
7
Force Motors Limited
₹25.06 Cr
Automobiles 2.03% 1.93% -0.10%
8
JK Lakshmi Cement Limited
₹13.95 Cr
Cement & Cement Products 1.17% 1.08% -0.09%
9
Cummins India Limited
₹23.73 Cr
Industrial Products 1.90% 1.83% -0.07%
10
NTPC Limited
₹21.81 Cr
Power 1.75% 1.68% -0.07%

What Stocks Does This Fund Hold?

56 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹88.17 Cr
Banks
6.80%
2
₹84.76 Cr
Banks
6.54%
3
₹53.73 Cr
Banks
4.15%
4
₹53.05 Cr
Telecom - Services
4.09%
5
₹48.29 Cr
Banks
3.73%
6
₹45.32 Cr
Petroleum Products
3.50%
7
₹44.05 Cr
Construction
3.40%
8
₹42.95 Cr
Industrial Products
3.31%
9
₹42.25 Cr
IT - Software
3.26%
10
₹37.08 Cr
Banks
2.86%
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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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