• Category : Tax Saving (Equity)
  • AUM: Rs. 5,032 Crore
  • Benchmark : S&P BSE 200

Portfolio:

  1. Large Cap Stocks : 41%
  2. Mid Cap Stocks : 52%
  3. Small Cap Stocks: 7%

Top 5 Holdings: 

  1. Honeywell Automation (7.13%)
  2. Sundaram Clayton (7.12%)
  3. Gillette (6.69%)
  4. Reliance Industries Ltd (5.25%)
  5. Bayer Cropscience (5.10%)

Top 5 Sector Allocations:

  1. Healthcare
  2. Financial Services
  3. Automobiles
  4. IT
  5. FMCG