Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth - Portfolio Analysis
Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 97.49%Others: 2.51%
Market Cap
Large Cap: 73.62%Small Cap: 13.93%Mid Cap: 9.00%Equity: 0.94%
Number of stocks
55
Top 10 Holdings
89.87% of portfolio
Market Cap of Equity
Large Cap
73.6161%
Small Cap
13.9318%
Mid Cap
8.9998%
Equity
0.9374%
Companies Allocation of Equity
HDFC Bank Ltd17.51%
ICICI Bank Ltd11.84%
Reliance Industries Ltd10.04%
Bharti Airtel Ltd8.77%
Infosys Ltd8.04%
Axis Bank Ltd7.92%
State Bank of India7.46%
Larsen & Toubro Ltd7.34%
Kotak Mahindra Bank Ltd5.97%
ITC Ltd4.98%
Sector Allocation of Equity
Financial Services29.35%
Energy5.02%
Communication Services5.41%
Technology9.10%
Industrials12.09%
Consumer Defensive8.24%
Consumer Cyclical11.44%
Basic Materials6.03%
Healthcare7.15%
Utilities3.61%
Equity0.05%
SIP Amount
Monthly SIP Date
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
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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.