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Union ELSS Tax Saver Fund - Direct Plan - Growth Option

ELSS Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
77
Jul 2026
Equity Holdings
₹851.21 Cr
Equity only, excl. debt & cash
AAUM
₹817.02 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.1%
Diversified
Top 10 Weight
31.9%
Diversified
Changes
81
8 new · 6 exits
Top Sector
Banks
22.7% of portfolio
Launch Date
08 Nov 2011
10+ year track record

AAUM (Average Assets Under Management) of ₹817.02 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 Union ELSS Tax Saver Fund made 8 new additions and exited 6 stocks this month. The biggest new buy was Tech Mahindra Limited (IT - Software) at 1.28% weight. Suzlon Energy Limited was the biggest exit (Electrical Equipment), which was held at 1.00%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 7.42% of the portfolio. Bharat Electronics Limited was trimmed the most, now at 0.41%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.7%. ↓ 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 21.4% 21.8% +0.4%
Pharmaceuticals & Biotechnology 6.5% 6.3% -0.2%
Auto Components 5.5% 5.4% 0.0%
Electrical Equipment 5.0% 5.2% +0.2%
Chemicals & Petrochemicals 5.2% 4.8% -0.4%
Petroleum Products 4.5% 4.3% -0.2%
IT - Software 4.0% 4.0% 0.0%
Consumer Durables 3.2% 3.8% +0.6%
Construction 2.9% 3.5% +0.6%
Industrial Products 2.9% 3.4% +0.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.8% 22.7% +0.9%
Auto Components 5.4% 6.6% +1.1%
Pharmaceuticals & Biotechnology 6.3% 6.3% +0.1%
IT - Software 4.0% 5.5% +1.5%
Chemicals & Petrochemicals 4.8% 5.0% +0.2%
Consumer Durables 3.8% 4.1% +0.3%
Finance 3.3% 4.0% +0.7%
Electrical Equipment 5.2% 3.5% -1.7%
Construction 3.5% 3.3% -0.1%
Telecom - Services 3.1% 3.3% +0.2%
🟢
Biggest New Buy
Tech Mahindra Limited
1.28% weight · IT - Software
🔴
Biggest Exit
Suzlon Energy Limited
1.00% was held · Electrical Equipment
Biggest Add
ICICI Bank Limited
+1.74% · now 7.42%
Biggest Trim
Bharat Electronics Limited
-1.16% · now 0.41%
🤝 Other funds also bought this month
Prestige Estates Projects Limited 26 funds
Prestige Estates Projects Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
Union Business Cycle Fund - Direct Plan - Growth Option + more
Tech Mahindra Limited 26 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
Cipla Limited 20 funds
Cipla Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Delhivery Limited 19 funds
Delhivery Limited
Invesco India Focused Fund
Old Bridge Flexi Cap Fund
Union Business Cycle Fund - Direct Plan - Growth Option + more
Aditya Birla Capital Limited 18 funds
Aditya Birla Capital Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Baroda BNP Paribas Banking & Financial Services Fund + more
👋 Other funds also exited
Hindustan Unilever Limited 43 funds
Hindustan Unilever Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
SBI Quant Fund- Direct Plan- Growth + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Mankind Pharma Limited 25 funds
Mankind Pharma Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Mirae Asset Nifty 500 Healthcare ETF
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth + more
Suzlon Energy Limited 23 funds
Suzlon Energy Limited
Groww BSE Power ETF FOF
Mirae Asset Nifty Energy ETF
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Karur Vysya Bank Limited 20 funds
Karur Vysya Bank Limited
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Timken India Limited 19 funds
Timken India Limited
Groww Nifty Smallcap250 ETF
SAMCO ELSS TAX SAVER FUND
Samco Small Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 6 Exits ↑ 32 Increased ↓ 35 Decreased
#StockSectorWeight (Jul 2026)
1
Tech Mahindra Limited
₹11.06 Cr
IT - Software 1.28%
2
Sona BLW Precision Forgings Limited
₹10.89 Cr
Auto Components 1.26%
3
RBL Bank Limited
₹6.95 Cr
Banks 0.81%
4
Prestige Estates Projects Limited
₹5.74 Cr
Realty 0.67%
5
Aditya Birla Capital Limited
₹4.65 Cr
Finance 0.54%
6
MTAR Technologies Limited
₹4.58 Cr
Aerospace & Defense 0.53%
7
Cipla Limited
₹4.42 Cr
Pharmaceuticals & Biotechnology 0.51%
8
Delhivery Limited
₹4.34 Cr
Transport Services 0.50%
#StockSectorLast Weight (Jun 2026)
1
Suzlon Energy Limited
₹8.54 Cr
Electrical Equipment 1.00%
2
Hindustan Unilever Limited
₹7.67 Cr
Diversified FMCG 0.89%
3
Hindustan Petroleum Corporation Limited
₹6.51 Cr
Petroleum Products 0.76%
4
Timken India Limited
₹5.05 Cr
Industrial Products 0.59%
5
Karur Vysya Bank Limited
₹4.55 Cr
Banks 0.53%
6
Mankind Pharma Limited
₹4.45 Cr
Pharmaceuticals & Biotechnology 0.52%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹63.90 Cr
Banks 5.68% 7.42% +1.74%
2
Coforge Limited
₹9.81 Cr
IT - Software 0.51% 1.14% +0.63%
3
InterGlobe Aviation Limited
₹8.53 Cr
Transport Services 0.47% 0.99% +0.52%
4
Dixon Technologies (India) Limited
₹8.08 Cr
Consumer Durables 0.52% 0.94% +0.42%
5
Eternal Limited
₹12.16 Cr
Retailing 1.03% 1.41% +0.38%
6
Ujjivan Small Finance Bank Limited
₹16.00 Cr
Banks 1.54% 1.86% +0.32%
7
One 97 Communications Limited
₹12.93 Cr
Financial Technology (Fintech) 1.20% 1.50% +0.30%
8
UNO Minda Limited
₹10.27 Cr
Auto Components 0.99% 1.19% +0.20%
9
Aether Industries Limited
₹9.16 Cr
Chemicals & Petrochemicals 0.86% 1.06% +0.20%
10
Bharti Airtel Limited
₹28.40 Cr
Telecom - Services 3.11% 3.30% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Bharat Electronics Limited
₹3.53 Cr
Aerospace & Defense 1.57% 0.41% -1.16%
2
Reliance Industries Limited
₹22.23 Cr
Petroleum Products 3.52% 2.58% -0.94%
3
Infosys Limited
₹6.74 Cr
IT - Software 1.45% 0.78% -0.67%
4
Kotak Mahindra Bank Limited
₹8.55 Cr
Banks 1.64% 0.99% -0.65%
5
Aegis Vopak Terminals Limited
₹1.74 Cr
Oil 0.67% 0.20% -0.47%
6
Hitachi Energy India Limited
₹4.24 Cr
Electrical Equipment 0.94% 0.49% -0.45%
7
NTPC Limited
₹6.49 Cr
Power 1.19% 0.75% -0.44%
8
Gabriel India Limited
₹20.32 Cr
Auto Components 2.76% 2.36% -0.40%
9
HDFC Bank Limited
₹46.09 Cr
Banks 5.72% 5.35% -0.37%
10
Tata Steel Limited
₹3.98 Cr
Ferrous Metals 0.74% 0.46% -0.28%

What Stocks Does This Fund Hold?

77 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹63.90 Cr
Banks
7.42%
2
₹46.09 Cr
Banks
5.35%
3
₹28.40 Cr
Telecom - Services
3.30%
4
₹22.23 Cr
Petroleum Products
2.58%
5
₹20.91 Cr
Banks
2.43%
6
₹20.76 Cr
Banks
2.41%
7
₹20.32 Cr
Auto Components
2.36%
8
₹18.10 Cr
Construction
2.10%
9
₹17.12 Cr
Automobiles
1.99%
10
₹16.64 Cr
Chemicals & Petrochemicals
1.93%
🏆 Top stocks held by ELSS funds
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🏦 Union Mutual Fund — Portfolio & Holdings
See all funds managed by Union 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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