UTI ELSS Tax Saver Fund
Holdings
61
Broad portfolio
Top 10 weight
40%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation
Portfolio
28Sectors2Large positions25.6%Top: Banks0.0%Cash
Market-cap allocation
Large cap63%
Mid cap16%
Small cap15%
Asset allocation
Equity98%
Top holdings
EQ - HDFC BANK LIMITEDEQUITY7.9%
EQ - ICICI BANK LTDEQUITY7.1%
EQ - BHARTI AIRTEL LTD.EQUITY4.5%
EQ - KOTAK MAHINDRA BANK LTD.EQUITY3.9%
EQ - AXIS BANK LTD.EQUITY3.4%
EQ - BAJAJ FINANCE LTD.EQUITY3.2%
EQ - RELIANCE INDUSTRIES LTD.EQUITY2.8%
EQ - MAHINDRA & MAHINDRA LTD.EQUITY2.6%
EQ - INFOSYS LTD.EQUITY2.6%
EQ - STATE BANK OF INDIAEQUITY2.3%
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Portfolio read
- 98% equity.
- Large-cap exposure is 63%.
- Largest equity sector is Banks at 25.6%.
Watchpoints
- Sector concentration is elevated: Banks represents 26%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in ELSS - Tax Saver Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks25.6%
IT - Software8.0%
Automobiles6.1%
Retailing5.4%
Finance4.6%
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