Category Archive : Tax Saving Funds

Reliance Tax Saver Fund !

Category : Tax Saving (Equity)

AUM: Rs. 10,345 Crore

Benchmark : S&P BSE 100

Portfolio:

Large Cap Stocks : 58.3%

Mid Cap Stocks : 25.5%

Small Cap Stocks: 16.2%

Top 5 Holdings: 

  1. Tata Steel (7.32%)
  2. SBI (7.16%)
  3. TVS Motors Company (6.87%)
  4. Tata Motors (6.02%)
  5. ABB (4%)

Top 5 Sector Allocations:

  1. Automobiles
  2. Financial Services
  3. Engineering
  4. Construction
  5. Services
    21 Mar 2018 - Reliance Tax Calendar
    21 Mar 2018 - Reliance Tax Sector
    21 Mar 2018 - Reliance Tax Trailing

Aditya Birla Sun Life Tax Relief 96 Fund !

  • 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
20 Mar 2018 - ABSL VS CATEGORY
19 Mar 2018 - ABSL Tax 96
19 Mar 2018 - ABSL Tax 96 Calendar

DSP Blackrock Tax Saver Fund !!!

  • Category : Tax Saving (Equity)
  • AUM: Rs. 3,905 Crore
  • Benchmark : Nifty 500

Portfolio:

  1. Large Cap Stocks : 69%
  2. Mid Cap Stocks : 24%
  3. Small Cap Stocks: 7%

Top 5 Holdings: 

  1. HDFC Bank (5.93%)
  2. ICICI Bank (4.86%)
  3. Tata Steel (4.53%)
  4. SBI (3.81%)
  5. L&T (2.91%)

Top 5 Sector Allocations:

  1. Financial Services
  2. Energy
  3. Construction
  4. Automobile
  5. Metals

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