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Tata ELSS Fund-Growth-Direct Plan

ELSS Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
60
Aug 2026
Equity Holdings
₹4,569.83 Cr
Equity only, excl. debt & cash
AAUM
₹4,081.28 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.4%
Diversified
Top 10 Weight
38.5%
Diversified
Changes
66
4 new · 7 exits
Top Sector
Banks
19.7% of portfolio
Launch Date
31 Mar 1996
10+ year track record

AAUM (Average Assets Under Management) of ₹4,081.28 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 Tata ELSS Fund made 4 new additions and exited 7 stocks this month. The biggest new buy was Kirloskar Pneumatic Company Limited (Industrial Products) at 1.03% weight. Kirloskar Pneumatic Co Ltd was the biggest exit (Industrial Products), which was held at 1.09%. Among existing holdings, Motilal Oswal Financial Services Limited saw the biggest increase — now at 2.70% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 5.44%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 19.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.0% 20.0% -1.0%
Auto Components 7.4% 7.8% +0.4%
Capital Markets 6.5% 6.9% +0.4%
Industrial Products 7.3% 6.8% -0.6%
Telecom - Services 5.8% 6.0% +0.3%
Healthcare Services 3.6% 3.9% +0.3%
Petroleum Products 4.1% 3.8% -0.3%
Construction 3.5% 3.3% -0.2%
Financial Technology (Fintech) 3.4% 3.2% -0.2%
IT - Software 2.8% 3.2% +0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.0% 19.7% -0.3%
Auto Components 7.8% 8.2% +0.5%
Capital Markets 6.9% 7.6% +0.7%
Industrial Products 6.8% 6.7% 0.0%
Telecom - Services 6.0% 5.4% -0.6%
Healthcare Services 3.9% 3.8% -0.1%
Petroleum Products 3.8% 3.6% -0.2%
Financial Technology (Fintech) 3.2% 3.2% 0.0%
Construction 3.3% 3.2% -0.1%
IT - Software 3.2% 3.1% -0.1%
🟢
Biggest New Buy
Kirloskar Pneumatic Company Limited
1.03% weight · Industrial Products
🔴
Biggest Exit
Kirloskar Pneumatic Co Ltd
1.09% was held · Industrial Products
Biggest Add
Motilal Oswal Financial Services Limited
+0.45% · now 2.70%
Biggest Trim
Bharti Airtel Limited
-0.59% · now 5.44%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
Kirloskar Pneumatic Company Limited 26 funds
Kirloskar Pneumatic Company Limited
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Franklin Build India Fund - Direct - Growth + more
👋 Other funds also exited
Tata Steel Limited 46 funds
Tata Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
LG Electronics India Ltd 29 funds
LG Electronics India Ltd
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Mirae Asset Great Consumer Fund
JM Large and Midcap Fund + more
Kirloskar Pneumatic Co Ltd 27 funds
Kirloskar Pneumatic Co Ltd
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more
KEC International Limited 14 funds
KEC International Limited
JM ELSS Tax Saver Fund (Direct) - Growth Option
Motilal Oswal Small Cap Fund - Direct - Growth
HSBC Infrastructure Fund - Direct Growth + more
Pine Labs Limited 10 funds
Pine Labs Limited
Mirae Asset Banking and Financial Services Fund
HSBC Aggressive Hybrid Fund
ICICI Prudential Innovation Fund - Direct Plan - Growth + more
Bayer Cropscience Limited 7 funds
Bayer Cropscience Limited
Kotak Nifty Chemicals ETF
DSP Multicap Fund - Direct - Growth
IB52-Groww Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 7 Exits ↑ 25 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Kirloskar Pneumatic Company Limited
₹49.02 Cr
Industrial Products 1.03%
2
Life Insurance Corporation Of India
₹43.71 Cr
Insurance 0.92%
3
Dhoot Transmission Ltd
₹15.91 Cr
Automobile and Auto Components 0.34%
4
Symbiotec Pharmalab Limited
₹72.12 L
Pharmaceuticals & Biotechnology 0.02%
#StockSectorLast Weight (Jul 2026)
1
Kirloskar Pneumatic Co Ltd
₹50.85 Cr
Industrial Products 1.09%
2
LG Electronics India Ltd
₹33.22 Cr
Consumer Durables 0.71%
3
Pine Labs Limited
₹20.75 Cr
Financial Technology (Fintech) 0.44%
4
Tata Steel Limited
₹17.78 Cr
Ferrous Metals 0.38%
5
Wakefit Innovations Limited
₹17.26 Cr
Consumer Durables 0.37%
6
KEC International Limited
₹8.21 Cr
Construction 0.18%
7
Bayer Cropscience Limited
₹2.82 Cr
Fertilizers & Agrochemicals 0.06%
#StockSectorJul 2026Aug 2026Change
1
Motilal Oswal Financial Services Limited
₹128.39 Cr
Capital Markets 2.25% 2.70% +0.45%
2
PB Fintech Limited
₹152.78 Cr
Financial Technology (Fintech) 2.80% 3.22% +0.42%
3
Multi Commodity Exchange of India Limited
₹91.26 Cr
Capital Markets 1.55% 1.92% +0.37%
4
Amber Enterprises India Limited
₹64.38 Cr
Consumer Durables 1.00% 1.36% +0.36%
5
Pricol Limited
₹135.18 Cr
Auto Components 2.51% 2.85% +0.34%
6
KEI Industries Limited
₹83.23 Cr
Industrial Products 1.55% 1.75% +0.20%
7
City Union Bank Limited
₹100.84 Cr
Banks 1.95% 2.12% +0.17%
8
Gravita India Limited
₹70.44 Cr
Minerals & Mining 1.36% 1.48% +0.12%
9
Brigade Enterprises Limited
₹46.00 Cr
Realty 0.87% 0.97% +0.10%
10
Eternal Limited
₹66.93 Cr
Retailing 1.32% 1.41% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹258.45 Cr
Telecom - Services 6.03% 5.44% -0.59%
2
HDFC Bank Limited
₹227.59 Cr
Banks 5.15% 4.79% -0.36%
3
Power Finance Corporation Limited
₹42.88 Cr
Finance 1.16% 0.90% -0.26%
4
Cummins India Limited
₹117.42 Cr
Industrial Products 2.72% 2.47% -0.25%
5
NTPC Limited
₹112.99 Cr
Power 2.57% 2.38% -0.19%
6
Bajaj Finance Limited
₹82.45 Cr
Finance 1.91% 1.74% -0.17%
7
Reliance Industries Limited
₹172.40 Cr
Petroleum Products 3.79% 3.63% -0.16%
8
Rainbow Childrens Medicare Limited
₹75.96 Cr
Healthcare Services 1.76% 1.60% -0.16%
9
Bank of Baroda
₹14.32 Cr
Banks 0.42% 0.30% -0.12%
10
SBI Life Insurance Company Limited
₹52.22 Cr
Insurance 1.21% 1.10% -0.11%

What Stocks Does This Fund Hold?

60 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹258.45 Cr
Telecom - Services
5.44%
2
₹238.31 Cr
Banks
5.02%
3
₹227.59 Cr
Banks
4.79%
4
₹216.24 Cr
Banks
4.56%
5
₹172.40 Cr
Petroleum Products
3.63%
6
₹153.61 Cr
Auto Components
3.24%
7
₹152.78 Cr
Financial Technology (Fintech)
3.22%
8
₹142.44 Cr
Construction
3.00%
9
₹135.18 Cr
Auto Components
2.85%
10
₹128.39 Cr
Capital Markets
2.70%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 Tata Mutual Fund — Portfolio & Holdings
See all funds managed by Tata 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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