• 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