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UTI ELSS Tax Saver Fund - Direct Plan - Growth Option

ELSS Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
59
Aug 2026
Equity Holdings
₹3,423.54 Cr
Equity only, excl. debt & cash
AAUM
₹2,996.58 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.9%
Moderate
Top 10 Weight
40.3%
Moderate
Changes
54
0 new · 0 exits
Top Sector
Banks
26.1% of portfolio
Launch Date
15 Nov 1999
10+ year track record

AAUM (Average Assets Under Management) of ₹2,996.58 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, Kotak Mahindra Bank Limited saw the biggest increase — now at 4.22% of the portfolio. HDFC Bank Limited was trimmed the most, now at 7.58%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 26.1%. ↓ 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 27.4% 25.6% -1.8%
IT - Software 7.7% 8.0% +0.3%
Automobiles 5.7% 6.1% +0.3%
Retailing 5.0% 5.4% +0.4%
Finance 4.4% 4.6% +0.2%
Telecom - Services 4.3% 4.5% +0.2%
Consumer Durables 4.5% 4.4% -0.1%
Auto Components 3.8% 3.6% -0.2%
Petroleum Products 3.6% 3.5% -0.1%
Realty 3.2% 3.3% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 25.6% 26.1% +0.5%
IT - Software 8.0% 8.2% +0.2%
Automobiles 6.1% 6.0% -0.1%
Retailing 5.4% 5.6% +0.2%
Finance 4.6% 4.4% -0.2%
Consumer Durables 4.4% 4.3% -0.1%
Telecom - Services 4.5% 4.2% -0.3%
Auto Components 3.6% 3.8% +0.3%
Realty 3.3% 3.5% +0.2%
Petroleum Products 3.5% 3.5% 0.0%
Biggest Add
Kotak Mahindra Bank Limited
+0.34% · now 4.22%
Biggest Trim
HDFC Bank Limited
-0.33% · now 7.58%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 31 Increased ↓ 23 Decreased
#StockSectorJul 2026Aug 2026Change
1
Kotak Mahindra Bank Limited
₹146.79 Cr
Banks 3.88% 4.22% +0.34%
2
Axis Bank Limited
₹127.53 Cr
Banks 3.42% 3.66% +0.24%
3
Brigade Enterprises Limited
₹58.18 Cr
Realty 1.46% 1.67% +0.21%
4
ICICI Bank Limited
₹254.45 Cr
Banks 7.13% 7.31% +0.18%
5
Samvardhana Motherson International Limited
₹43.52 Cr
Auto Components 1.09% 1.25% +0.16%
6
Eternal Limited
₹49.22 Cr
Retailing 1.29% 1.41% +0.12%
7
State Bank of India
₹84.80 Cr
Banks 2.33% 2.44% +0.11%
8
Dalmia Bharat Limited
₹25.83 Cr
Cement & Cement Products 0.64% 0.74% +0.10%
9
Coforge Limited
₹49.63 Cr
IT - Software 1.34% 1.43% +0.09%
10
Bharat Electronics Limited
₹43.52 Cr
Aerospace & Defense 1.16% 1.25% +0.09%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹264.10 Cr
Banks 7.91% 7.58% -0.33%
2
Bharti Airtel Limited
₹144.95 Cr
Telecom - Services 4.48% 4.16% -0.32%
3
Bajaj Finance Limited
₹103.06 Cr
Finance 3.16% 2.96% -0.20%
4
Crompton Greaves Consumer Electricals Limited
₹51.90 Cr
Consumer Durables 1.62% 1.49% -0.13%
5
Godrej Consumer Products Limited
₹27.04 Cr
Personal Products 0.91% 0.78% -0.13%
6
ICICI Lombard General Insurance Company Limited
₹35.98 Cr
Insurance 1.15% 1.03% -0.12%
7
PNC Infratech Limited
₹15.48 Cr
Construction 0.55% 0.44% -0.11%
8
Aster DM Healthcare Limited
₹56.70 Cr
Healthcare Services 1.72% 1.63% -0.09%
9
PI Industries Limited
₹20.15 Cr
Fertilizers & Agrochemicals 0.66% 0.58% -0.08%
10
Maruti Suzuki India Limited
₹67.74 Cr
Automobiles 2.02% 1.95% -0.07%

What Stocks Does This Fund Hold?

59 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹264.10 Cr
Banks
7.58%
2
₹254.45 Cr
Banks
7.31%
3
₹146.79 Cr
Banks
4.22%
4
₹144.95 Cr
Telecom - Services
4.16%
5
₹127.53 Cr
Banks
3.66%
6
₹103.06 Cr
Finance
2.96%
7
₹95.78 Cr
Petroleum Products
2.75%
8
₹90.70 Cr
IT - Software
2.60%
9
₹90.26 Cr
Automobiles
2.59%
10
₹84.80 Cr
Banks
2.44%
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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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