Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth - Portfolio Analysis

  • ₹514.14 (0.39%)

    Current NAV 04-07-2025

  • 4.49%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.47%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 69.84
Mid Cap 13.66
Small Cap 11.93
Others 0.04

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Automobiles

IT - Software

Diversified FMCG

Petroleum Products

Pharmaceuticals & Biotechnology

Cement & Cement Products

Construction

Telecom - Services

Retailing

Consumer Durables

Finance

Healthcare Services

Capital Markets

Transport Services

Fertilizers & Agrochemicals

Industrial Products

Auto Components

Insurance

Gas

Electrical Equipment

Agricultural Food & other Products

Beverages

Leisure Services

Industrial Manufacturing

Chemicals & Petrochemicals

Power

Aerospace & Defense

Oil

IT - Services

Transport Infrastructure

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Jul-2025
Holdings PE Ratio
04-Jul-2025
1Y Return
HDFC BANK LIMITED EQ NEW FV RE. 1/- Large Cap Banks (20.42) 9.22% 21.55 15.21%
ICICI BANK LIMITED EQ NEW FV RS. 2/- Large Cap Banks (20.42) 7.84% 20.17 16.99%
RELIANCE INDUSTRIES LIMITED EQ Large Cap Petroleum Products (36.73) 4.54% 29.68 -1.71%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- Large Cap Construction (31.9) 3.41% 33.61 0.55%
AXIS BANK LIMITED EQ NE FV RS. 2/- Large Cap Banks (24.43) 3.21% 28.68 29.81%
STATE BANK OF INDIA EQ NEW RE. 1/- Large Cap Banks (8.94) 3.18% 9.34 -3.26%
INFOSYS LIMITED EQ FV RS 5 Large Cap IT - Software (30.58) 3.17% 25.51 -0.54%
ITC LIMITED EQ NEW FV RE.1/- Large Cap Diversified FMCG (14.83) 2.93% 15.12 -0.92%
FORCE MOTORS LIMITED EQ Small Cap Automobiles (36.7) 2.23% 23.61 63.65%
ULTRATECH CEMENT LIMITED EQ Large Cap Cement & Cement Products (55.96) 2.23% 44.61 34.3%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 Large Cap Diversified FMCG (38.82) 2.16% 0 0%
BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- Large Cap Telecom - Services (98.44) 1.99% 9.63 68%
MARUTI SUZUKI INDIA LIMITED EQ Large Cap Automobiles (31.12) 1.81% 27.58 4.29%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- Large Cap Pharmaceuticals & Biotechnology (39.22) 1.65% 36.83 7.67%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- Large Cap Banks (24.43) 1.59% 26.45 -0.13%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- Large Cap Finance (26.13) 1.57% 28.3 41.05%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- Large Cap IT - Software (30.58) 1.56% 25.49 -14.93%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- Mid Cap Pharmaceuticals & Biotechnology (39.22) 1.46% 19.82 -5.13%
INDUSIND BANK LIMITED EQ Mid Cap Banks (20.42) 1.45% 25.9 -40.67%
ICRA LIMITED EQ Small Cap Capital Markets (41.33) 1.44% 38.77 16.5%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- Large Cap Cement & Cement Products (26.26) 1.23% 0 0%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- Large Cap Telecom - Services (50.6) 1.23% 34.89 41.81%
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- Small Cap Healthcare Services (64.18) 1.21% -1.11 36.82%
BATA INDIA LIMITED EQ NEW FV RS. 5/- Small Cap Consumer Durables (62.25) 1.19% 47.53 -15.38%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- Large Cap Transport Services (31.3) 1.12% 30.69 34.43%
UPL LIMITED EQ NEW FV RS.2/- Mid Cap Fertilizers & Agrochemicals (26.99) 1.11% 60.48 19.42%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- Mid Cap Banks (20.48) 1.07% 12.4 18.55%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- Mid Cap Healthcare Services (47.43) 1.06% 75.13 21.22%
DELHIVERY LIMITED EQ NEW FV RE.1/- Small Cap Transport Services (43.58) 1.05% 179.4 -2.25%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- Mid Cap Fertilizers & Agrochemicals (36.7) 1.04% 38.43 11.02%
GAIL (INDIA) LIMITED EQ Large Cap Gas (12.85) 1.01% 9.89 -12.52%
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- Large Cap Finance (28.78) 1.01% 34.86 28%
CIPLA LIMITED EQ NEW FV RS.2/- Large Cap Pharmaceuticals & Biotechnology (39.22) 1% 23.21 2.22%
TATA MOTORS LIMITED EQ NEW FV RS. 2/- Large Cap Automobiles (95.46) 1% 40.82 136.49%
GE T&D INDIA LIMITED EQ NEW RS. 2/- Mid Cap Electrical Equipment (26.89) 0.99% 206.18 772.74%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- Large Cap Agricultural Food & other Products (72.53) 0.98% 84.37 -2.82%
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- Large Cap Beverages (30.79) 0.98% 0 0%
ZOMATO LIMITED EQ Large Cap Retailing (36.51) 0.96% -10.49 85.47%
EQ - INFO-EDGE (INDIA) LTD. Large Cap Retailing 0.95% - 0%
PRAJ INDUSTRIES LIMITED EQ NEW FV RS.2/- Small Cap Industrial Manufacturing (56.42) 0.92% 55.51 -31.85%
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- Mid Cap Leisure Services (71.5) 0.91% 222.96 25.33%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- Large Cap IT - Software (30.58) 0.86% 38.12 13.57%
BUNDL TECHNOLOGIES PRIVATE LIMITED EQ Large Cap Retailing 0.82% - 0%
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/- Large Cap Chemicals & Petrochemicals (60.25) 0.82% 75.62 -0.36%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 Large Cap Automobiles (31.12) 0.81% 30.83 12.43%
NTPC LIMITED EQ Large Cap Power (26.74) 0.8% 13.89 -10.03%
COMPUTER AGE MANAGEMENT SERVICES LIMITED EQ Small Cap Capital Markets (37.73) 0.79% 44.51 13.6%
Hindustan Aeronautics Ltd Large Cap Aerospace & Defense (52.98) 0.76% 39.92 -9.51%
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/- Small Cap Consumer Durables (54.14) 0.75% 62.33 -23.85%
BLUE STAR LIMITED EQ NEW FV RS.2/- Mid Cap Consumer Durables (78.7) 0.74% 64 14.54%
OIL INDIA LTD. EQ Mid Cap Oil (9.25) 0.71% 11.07 -9.47%
KIRLOSKAR OIL ENGINES LIMITED EQ Small Cap Industrial Products (42.43) 0.67% 25.77 -37.85%
APOLLO TYRES LIMITED EQ RE.1/- Small Cap Auto Components (30.44) 0.67% 20.64 -6.8%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- Mid Cap Insurance (36.21) 0.61% 172.17 68.05%
THE SUPREME INDUSTRIES LIMITED EQ NEW F.V. RS.2/- Mid Cap Industrial Products (44.08) 0.61% 56.45 -28.99%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (55.05) 0.55% 63.38 -15.84%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- Small Cap IT - Services (18.33) 0.54% 74.15 48.81%
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ Mid Cap Petroleum Products (36.73) 0.54% 14.04 34.74%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/- Large Cap Transport Infrastructure (120.03) 0.5% 27.75 -5.2%
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ Large Cap Insurance (19.44) 0.48% 79.4 2.75%
NEULAND LABORATORIES LIMITED EQ Small Cap Pharmaceuticals & Biotechnology (39.22) 0.47% 59.29 55.59%
Hyundai Motor India Ltd Large Cap Automobiles 0.46% - 0%
DALMIA BHARAT LIMITED EQ NEW FV RS 2 Mid Cap Cement & Cement Products (47.41) 0.31% 59.76 18.09%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- Mid Cap Industrial Products (29.22) 0.28% 63.1 8.84%
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- Mid Cap Pharmaceuticals & Biotechnology (39.22) 0.22% 50.55 12.3%
CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/- Leisure Services 0.04% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully