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SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH

ELSS Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
81
Jul 2026
Equity Holdings
₹30,909.66 Cr
Equity only, excl. debt & cash
AAUM
₹28,328.12 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.0%
Moderate
Top 10 Weight
41.6%
Moderate
Changes
78
7 new · 4 exits
Top Sector
Banks
25.3% of portfolio
Launch Date
24 Feb 1993
10+ year track record

AAUM (Average Assets Under Management) of ₹28,328.12 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 SBI ELSS Tax Saver FUND made 7 new additions and exited 4 stocks this month. The biggest new buy was Eicher Motors Limited (Automobiles) at 0.57% weight. Bharat Heavy Electricals Limited was the biggest exit (Electrical Equipment), which was held at 1.30%. Among existing holdings, Adani Enterprises Limited saw the biggest increase — now at 3.20% of the portfolio. State Bank of India was trimmed the most, now at 1.46%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 25.3%. ↓ 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 25.0% 27.6% +2.6%
Pharmaceuticals & Biotechnology 6.3% 7.5% +1.2%
Finance 7.2% 7.2% +0.0%
IT - Software 5.8% 5.2% -0.6%
Industrial Products 4.2% 4.5% +0.3%
Power 3.4% 4.4% +0.9%
Consumer Durables 3.2% 3.3% +0.2%
Insurance 3.5% 3.3% -0.2%
Petroleum Products 4.8% 3.0% -1.9%
Construction 3.0% 3.0% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 27.6% 25.3% -2.3%
Finance 7.2% 8.5% +1.3%
Pharmaceuticals & Biotechnology 7.5% 6.6% -0.9%
IT - Software 5.2% 4.8% -0.4%
Power 4.4% 4.4% +0.0%
Industrial Products 4.5% 4.2% -0.4%
Petroleum Products 3.0% 4.0% +1.0%
Consumer Durables 3.3% 3.4% +0.0%
Insurance 3.3% 3.3% -0.1%
Metals & Minerals Trading 1.6% 3.2% +1.6%
🟢
Biggest New Buy
Eicher Motors Limited
0.57% weight · Automobiles
🔴
Biggest Exit
Bharat Heavy Electricals Limited
1.30% was held · Electrical Equipment
Biggest Add
Adani Enterprises Limited
+1.58% · now 3.20%
Biggest Trim
State Bank of India
-1.48% · now 1.46%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
Eicher Motors Limited 25 funds
Eicher Motors Limited
HDFC Nifty Auto Index Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
SBI Quant Fund- Direct Plan- Growth + more
Samvardhana Motherson International Limited 16 funds
Samvardhana Motherson International Limited
HDFC Nifty Auto Index Fund
Nippon India MNC Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF + more
Karur Vysya Bank Limited 11 funds
Karur Vysya Bank Limited
Navi Nifty SmallCap250 Momentum Qlty 100
Baroda BNP Paribas Banking & Financial Services Fund
Baroda BNP Paribas Large & Mid Cap Fund + more
Bandhan Bank Limited 8 funds
Bandhan Bank Limited
Kotak Nifty Private Bank ETF
Baroda BNP Paribas Banking & Financial Services Fund
Baroda BNP Paribas Large & Mid Cap Fund + more
Tata Capital Limited 7 funds
Tata Capital Limited
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Navi Nifty 500 Multicap 50:25:25 Index
Edelweiss NIFTY Large Mid Cap 250 Index Fund + more
👋 Other funds also exited
Mahindra & Mahindra Limited 44 funds
Mahindra & Mahindra Limited
Groww Nifty EV & New Age Automotive ETF FOF
Invesco India Manufacturing Fund - Direct Plan - Growth
Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option + more
Bharat Heavy Electricals Limited 26 funds
Bharat Heavy Electricals Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
HDFC Asset Management Company Limited 26 funds
HDFC Asset Management Company Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Motilal Oswal Contra Fund + more
SANOFI CONSUMER HEALTHCARE 7 funds
SANOFI CONSUMER HEALTHCARE
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 4 Exits ↑ 30 Increased ↓ 37 Decreased
#StockSectorWeight (Jul 2026)
1
Eicher Motors Limited
₹183.97 Cr
Automobiles 0.57%
2
Karur Vysya Bank Limited
₹143.33 Cr
Banks 0.44%
3
Computer Age Management Services Limited
₹95.54 Cr
Capital Markets 0.30%
4
Bandhan Bank Limited
₹69.53 Cr
Banks 0.22%
5
Samvardhana Motherson International Limited
₹48.20 Cr
Auto Components 0.15%
6
GSPL Transmission Limited
₹17.99 Cr
Gas 0.06%
7
Tata Capital Limited
₹3.24 Cr
Finance 0.01%
#StockSectorLast Weight (Jun 2026)
1
Bharat Heavy Electricals Limited
₹414.10 Cr
Electrical Equipment 1.30%
2
Mahindra & Mahindra Limited
₹250.13 Cr
Automobiles 0.79%
3
HDFC Asset Management Company Limited
₹132.66 Cr
Capital Markets 0.42%
4
SANOFI CONSUMER HEALTHCARE
₹68.03 Cr
Pharmaceuticals & Biotechnology 0.21%
#StockSectorJun 2026Jul 2026Change
1
Adani Enterprises Limited
₹1,033.55 Cr
Metals & Minerals Trading 1.62% 3.20% +1.58%
2
Bajaj Finance Limited
₹985.85 Cr
Finance 1.97% 3.05% +1.08%
3
Reliance Industries Limited
₹1,278.39 Cr
Petroleum Products 2.96% 3.96% +1.00%
4
HDFC Bank Limited
₹2,550.18 Cr
Banks 7.29% 7.90% +0.61%
5
Manappuram Finance Limited
₹325.47 Cr
Finance 0.51% 1.01% +0.50%
6
Bosch Limited
₹183.22 Cr
Auto Components 0.21% 0.57% +0.36%
7
Tech Mahindra Limited
₹624.31 Cr
IT - Software 1.67% 1.93% +0.26%
8
Britannia Industries Limited
₹400.05 Cr
Food Products 1.09% 1.24% +0.15%
9
FSN E-Commerce Ventures Limited
₹600.12 Cr
Retailing 1.76% 1.86% +0.10%
10
Bharti Airtel Limited
₹604.14 Cr
Telecom - Services 1.78% 1.87% +0.09%
#StockSectorJun 2026Jul 2026Change
1
State Bank of India
₹473.03 Cr
Banks 2.94% 1.46% -1.48%
2
ICICI Bank Limited
₹2,727.55 Cr
Banks 9.51% 8.44% -1.07%
3
Kotak Mahindra Bank Limited
₹1,783.15 Cr
Banks 6.42% 5.52% -0.90%
4
Tata Consultancy Services Limited
₹319.14 Cr
IT - Software 1.82% 0.99% -0.83%
5
Lupin Limited
₹469.75 Cr
Pharmaceuticals & Biotechnology 2.04% 1.45% -0.59%
6
Muthoot Finance Limited
₹290.56 Cr
Finance 1.25% 0.90% -0.35%
7
Rallis India Limited
₹31.58 Cr
Fertilizers & Agrochemicals 0.45% 0.10% -0.35%
8
AIA Engineering Limited
₹681.46 Cr
Industrial Products 2.37% 2.11% -0.26%
9
Larsen & Toubro Limited
₹893.43 Cr
Construction 2.95% 2.77% -0.18%
10
MedPlus Health Services Limited
₹286.77 Cr
Retailing 1.04% 0.89% -0.15%

What Stocks Does This Fund Hold?

81 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2,727.55 Cr
Banks
8.44%
2
₹2,550.18 Cr
Banks
7.90%
3
₹1,783.15 Cr
Banks
5.52%
4
₹1,278.39 Cr
Petroleum Products
3.96%
5
₹1,033.55 Cr
Metals & Minerals Trading
3.20%
6
₹985.85 Cr
Finance
3.05%
7
₹893.43 Cr
Construction
2.77%
8
₹792.98 Cr
Power
2.46%
9
₹700.75 Cr
Pharmaceuticals & Biotechnology
2.17%
10
₹681.46 Cr
Industrial Products
2.11%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 SBI Mutual Fund — Portfolio & Holdings
See all funds managed by SBI 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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