Category : Tax Saving (Equity)

AUM: Rs. 3,905 Crore

Benchmark : Nifty 500

Portfolio:

Large Cap Stocks : 69%

Mid Cap Stocks : 24%

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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