Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth - Portfolio Analysis
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 95.23%Others: 4.77%
Market Cap
Large Cap: 73.61%Small Cap: 11.52%Mid Cap: 10.06%Equity: 0.04%
Number of stocks
59
Top 10 Holdings
88.55% of portfolio
Market Cap of Equity
Large Cap
73.6135%
Small Cap
11.5171%
Mid Cap
10.0603%
Equity
0.0410%
Companies Allocation of Equity
HDFC Bank Ltd18.07%
ICICI Bank Ltd14.65%
Reliance Industries Ltd9.01%
Bharti Airtel Ltd8.09%
Axis Bank Ltd7.29%
State Bank of India6.85%
Larsen & Toubro Ltd6.80%
Infosys Ltd6.57%
ITC Ltd5.63%
Kotak Mahindra Bank Ltd5.58%
Sector Allocation of Equity
Financial Services30.57%
Energy5.09%
Communication Services4.96%
Industrials12.22%
Technology5.39%
Consumer Defensive8.57%
Basic Materials5.97%
Consumer Cyclical11.78%
Healthcare6.88%
Utilities3.74%
Equity0.04%
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.