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Sundaram ELSS Tax Saver Fund Direct Portfolio Analysis
Previously called: Sundaram Tax Savings Direct
Portfolio Overview
as on May 31, 2025| Number of stocks | 54 |
| Top 10 Stocks (%) | 43.37 % |
| Top 5 Stocks (%) | 28.489999999999995 % |
| Top 3 Stocks (%) | 21.749999999999996 % |
Portfolio Aggregates
as on May 31, 2025Large Cap Stocks (%)
69.328028 %
This fund
Vs
55.42 %
Category
Mid Cap Stocks (%)
13.968724000000002 %
This fund
Vs
18.78 %
Category
Small Cap Stocks (%)
12.183248 %
This fund
Vs
25.8 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on May 31, 2025- %
- #
| Sector | Jul 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 30.44 % | 419.19 Cr | 30.75 % | 417.83 Cr | 31.12 % | 400.83 Cr | 28.650000000000002 % | 385.61 Cr | 29.8 % | 403.95 Cr | 30.509999999999998 % | 412.48 Cr | 28.78 % | 412.71 Cr | 27.500000000000004 % | 387.92 Cr | 28.07 % | 391.51 Cr | 29.060000000000002 % | 394.13 Cr | 28.950000000000003 % | 370.42 Cr | 29.360000000000007 % | 377.73 Cr | 29.320000000000004 % | 364.81 Cr | 29.659999999999993 % | 362.16 Cr | 29.53 % | 350.14 Cr | 30.9 % | 368.65 Cr | 30.600000000000005 % | 345.77 Cr | 31.569999999999997 % | 335.07 Cr | 31.520000000000003 % | 345.58 Cr | 31.819999999999997 % | 345.2 Cr | |
| Consumer Staples | 8.63 % | 118.7 Cr | 7.050000000000001 % | 95.82 Cr | 5.67 % | 72.98 Cr | 6.430000000000001 % | 86.46 Cr | 6.35 % | 86.16 Cr | 6.3999999999999995 % | 86.66 Cr | 6.8999999999999995 % | 98.78 Cr | 5.659999999999999 % | 79.79 Cr | 5.61 % | 78.22 Cr | 5.8999999999999995 % | 79.99 Cr | 5.93 % | 75.83 Cr | 5.9799999999999995 % | 76.88 Cr | 6.029999999999999 % | 75.02 Cr | 6.29 % | 76.75 Cr | 6.58 % | 77.99 Cr | 7.09 % | 84.46 Cr | 6.9 % | 78.05 Cr | 7.15 % | 75.99 Cr | 6.83 % | 74.86 Cr | 7.420000000000001 % | 80.53 Cr | |
| Services | 7.94 % | 109.45 Cr | 8.58 % | 116.32 Cr | 9.65 % | 124.39 Cr | 11.55 % | 155.49 Cr | 11.320000000000002 % | 153.52 Cr | 10.2 % | 137.78 Cr | 11.54 % | 165.34 Cr | 10.86 % | 153.16 Cr | 9.670000000000002 % | 134.89 Cr | 10.420000000000002 % | 141.26 Cr | 10.199999999999998 % | 130.72 Cr | 10.379999999999999 % | 133.43 Cr | 10.15 % | 126.45 Cr | 10.11 % | 123.52 Cr | 9.9 % | 117.51 Cr | 10.940000000000001 % | 130.62 Cr | 11.170000000000002 % | 126.32 Cr | 10.569999999999999 % | 111.82 Cr | 10.119999999999997 % | 110.91 Cr | 9.599999999999998 % | 104.07 Cr | |
| Energy | 7.84 % | 107.8 Cr | 7.6 % | 103.34 Cr | 7.42 % | 95.49 Cr | 6.930000000000001 % | 93.18 Cr | 7.27 % | 98.44 Cr | 7.500000000000001 % | 101.27 Cr | 7.07 % | 101.52 Cr | 7.969999999999999 % | 112.55 Cr | 7.7700000000000005 % | 108.31 Cr | 6.7700000000000005 % | 91.76 Cr | 6.62 % | 84.83 Cr | 6.25 % | 80.39 Cr | 6.54 % | 81.42 Cr | 6.55 % | 80.05 Cr | 6.59 % | 78.17 Cr | 5.94 % | 70.82 Cr | 5.76 % | 65.14 Cr | 5.91 % | 62.68 Cr | 5.86 % | 64.25 Cr | 6.08 % | 65.95 Cr | |
| Healthcare | 6.91 % | 95.12 Cr | 7.069999999999999 % | 96.31 Cr | 7.42 % | 95.65 Cr | 8.92 % | 120.05 Cr | 8.65 % | 117.16 Cr | 8.770000000000001 % | 118.54 Cr | 7.879999999999999 % | 112.87 Cr | 8.14 % | 114.79 Cr | 7.609999999999999 % | 106.05 Cr | 7.3500000000000005 % | 99.6 Cr | 7.4399999999999995 % | 95.4 Cr | 7.899999999999999 % | 101.76 Cr | 8.43 % | 104.97 Cr | 8.39 % | 102.49 Cr | 8.139999999999999 % | 96.63 Cr | 7.93 % | 94.41 Cr | 7.430000000000001 % | 84.09 Cr | 6.63 % | 70.45 Cr | 7.09 % | 77.89 Cr | 7.03 % | 76.3 Cr | |
| Automobile | 5.62 % | 77.53 Cr | 6.98 % | 94.95 Cr | 6.33 % | 81.38 Cr | 4.41 % | 59.34 Cr | 4.75 % | 64.47 Cr | 5.5600000000000005 % | 74.98 Cr | 4.91 % | 70.38 Cr | 5.890000000000001 % | 83.09 Cr | 6.390000000000001 % | 89.03 Cr | 6.01 % | 81.52 Cr | 6.19 % | 79.24 Cr | 6.640000000000001 % | 85.38 Cr | 6.76 % | 84.07 Cr | 6.88 % | 84.02 Cr | 6.590000000000001 % | 78.23 Cr | 6.95 % | 82.91 Cr | 7.89 % | 89.22 Cr | 7.510000000000001 % | 79.6 Cr | 7.83 % | 85.86 Cr | 7.770000000000001 % | 84.12 Cr | |
| Capital Goods | 5.43 % | 74.73 Cr | 3.8899999999999997 % | 52.9 Cr | 3.56 % | 45.79 Cr | 3.7800000000000002 % | 50.68 Cr | 5.11 % | 69.08 Cr | 5.130000000000001 % | 69.33 Cr | 5.86 % | 84.09 Cr | 6.05 % | 85.47 Cr | 6.29 % | 87.91 Cr | 6.79 % | 91.99 Cr | 6.07 % | 77.9 Cr | 5.06 % | 65.23 Cr | 4.66 % | 57.93 Cr | 4.6 % | 56.21 Cr | 3.99 % | 47.29 Cr | 5.25 % | 62.58 Cr | 4.17 % | 47.18 Cr | 4.38 % | 46.53 Cr | 5.53 % | 60.55 Cr | 6.9399999999999995 % | 75.18 Cr | |
| Materials | 4.54 % | 62.64 Cr | 5.13 % | 69.84 Cr | 3.28 % | 42.3 Cr | 3.3100000000000005 % | 44.54 Cr | 3.2800000000000002 % | 44.46 Cr | 3.26 % | 44.06 Cr | 2.51 % | 36.17 Cr | 2.1799999999999997 % | 30.84 Cr | 2.29 % | 31.97 Cr | 2.4800000000000004 % | 33.57 Cr | 2.35 % | 30.07 Cr | 2.3499999999999996 % | 30.29 Cr | 2.62 % | 32.57 Cr | 2.94 % | 35.9 Cr | 3.15 % | 37.52 Cr | 2.82 % | 33.68 Cr | 2.63 % | 29.78 Cr | 2.65 % | 28.05 Cr | 2.61 % | 28.6 Cr | 2.3499999999999996 % | 25.5 Cr | |
| Technology | 4.41 % | 60.7 Cr | 6.13 % | 83.3 Cr | 6.42 % | 82.71 Cr | 8.58 % | 115.38 Cr | 8.49 % | 115.18 Cr | 7.54 % | 101.91 Cr | 7.46 % | 106.91 Cr | 9.209999999999999 % | 130.01 Cr | 9.64 % | 134.48 Cr | 8.700000000000001 % | 117.78 Cr | 8.24 % | 105.46 Cr | 8.58 % | 110.37 Cr | 9.32 % | 115.86 Cr | 10.729999999999999 % | 130.97 Cr | 10.96 % | 130.04 Cr | 10.16 % | 121.1 Cr | 10.370000000000001 % | 117.21 Cr | 10.299999999999999 % | 109.29 Cr | 10.280000000000001 % | 112.61 Cr | 9.76 % | 105.88 Cr | |
| Construction | 3.33 % | 45.81 Cr | 3.41 % | 46.3 Cr | 3.63 % | 46.79 Cr | 3.08 % | 41.48 Cr | 3.16 % | 42.83 Cr | 3.3600000000000003 % | 45.39 Cr | 2.96 % | 42.48 Cr | 3.0 % | 42.3 Cr | 3.1399999999999997 % | 43.7 Cr | 3.01 % | 40.78 Cr | 3.09 % | 39.57 Cr | 2.93 % | 37.63 Cr | 3.14 % | 39.11 Cr | 2.38 % | 29.11 Cr | 2.44 % | 29.04 Cr | 2.5 % | 29.82 Cr | 2.4699999999999998 % | 27.9 Cr | 2.3899999999999997 % | 25.45 Cr | 2.38 % | 26.17 Cr | 2.24 % | 24.23 Cr | |
| Communication | 3.2 % | 44.02 Cr | 3.2199999999999998 % | 43.76 Cr | 3.43 % | 44.19 Cr | 4.699999999999999 % | 63.24 Cr | 4.91 % | 66.49 Cr | 4.92 % | 66.44 Cr | 4.93 % | 70.68 Cr | 4.67 % | 65.97 Cr | 4.33 % | 60.46 Cr | 4.32 % | 58.52 Cr | 4.300000000000001 % | 55.02 Cr | 3.98 % | 51.13 Cr | 1.87 % | 23.25 Cr | 1.67 % | 20.42 Cr | 1.84 % | 21.78 Cr | 1.51 % | 18.05 Cr | 1.54 % | 17.41 Cr | 1.43 % | 15.2 Cr | 1.38 % | 15.1 Cr | 1.23 % | 13.37 Cr | |
| Chemicals | 2.17 % | 29.84 Cr | 2.9699999999999998 % | 40.46 Cr | 2.9699999999999998 % | 38.27 Cr | 0.9500000000000001 % | 12.72 Cr | 0.99 % | 13.49 Cr | 1.01 % | 13.65 Cr | 1.01 % | 14.5 Cr | 1.4900000000000002 % | 21.02 Cr | 1.5899999999999999 % | 22.23 Cr | 1.55 % | 21.02 Cr | 1.7 % | 21.82 Cr | 1.74 % | 22.41 Cr | 1.78 % | 22.09 Cr | 1.7399999999999998 % | 21.22 Cr | 1.77 % | 21 Cr | 0.88 % | 10.44 Cr | 0.83 % | 9.4 Cr | 0.84 % | 8.92 Cr | 0.88 % | 9.68 Cr | 0.95 % | 10.31 Cr | |
| Consumer Discretionary | 0.83 % | 11.36 Cr | 1.93 % | 26.19 Cr | 2.5 % | 32.33 Cr | 3.66 % | 49.24 Cr | 3.29 % | 44.58 Cr | 3.2800000000000002 % | 44.37 Cr | 3.33 % | 47.71 Cr | 3.0300000000000002 % | 42.74 Cr | 3.11 % | 43.47 Cr | 3.08 % | 41.72 Cr | 3.08 % | 39.45 Cr | 3.1100000000000003 % | 39.97 Cr | 3.07 % | 38.3 Cr | 3.0999999999999996 % | 37.85 Cr | 3.14 % | 37.19 Cr | 3.1 % | 37.06 Cr | 3.26 % | 36.77 Cr | 3.1799999999999997 % | 33.79 Cr | 2.62 % | 28.8 Cr | 2.36 % | 25.61 Cr |
Complete Current Stock Holdings
as on May 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 9.44 % | 129.97 Cr | 7.88% | 7.32% | 7.05% |
| ICICI Bank Ltd. | Financial | 7.93 % | 109.17 Cr | 7.02% | 6.54% | 5.81% |
| Reliance Industries Ltd. | Energy | 4.38 % | 60.33 Cr | 3.92% | 4.92% | 6.54% |
| Axis Bank Ltd. | Financial | 3.41 % | 47 Cr | 2.46% | 2.67% | 2.62% |
| Larsen & Toubro Ltd. | Construction | 3.33 % | 45.81 Cr | 3.08% | 2.46% | 2.69% |
| Bharti Airtel Ltd. | Communication | 3.2 % | 44.02 Cr | 1.24% | 1.25% | -- |
| State Bank of India | Financial | 3.08 % | 42.37 Cr | 2.62% | 2.44% | 2.68% |
| Infosys Ltd. | Technology | 3.02 % | 41.64 Cr | 4.27% | 4.0% | 3.77% |
| ITC Ltd. | Consumer Staples | 2.85 % | 39.17 Cr | 2.08% | 2.09% | 0.55% |
| Kotak Mahindra Bank Ltd. | Financial | 2.73 % | 37.59 Cr | 1.1% | 1.07% | 1.19% |
| Ultratech Cement Ltd. | Materials | 2.4 % | 33.07 Cr | 2.29% | 1.56% | 1.49% |
| Hindustan Unilever Ltd. | Consumer Staples | 2.07 % | 28.48 Cr | 1.18% | 1.51% | 1.33% |
| Maruti Suzuki India Ltd. | Automobile | 1.83 % | 25.21 Cr | 1.13% | 1.38% | 1.52% |
| Force Motors Ltd. | Automobile | 1.72 % | 23.72 Cr | 1.25% | 2.04% | 2.94% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.66 % | 22.86 Cr | 2.8% | 2.69% | 3.03% |
| Swiggy Ltd. | Services | 1.47 % | 20.3 Cr | 1.34% | -- | -- |
| Metropolis Healthcare Ltd. | Healthcare | 1.42 % | 19.55 Cr | 1.0% | -- | -- |
| Indusind Bank Ltd. | Financial | 1.4 % | 19.25 Cr | 1.46% | 0.61% | 0.75% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.39 % | 19.19 Cr | 1.25% | 1.59% | 1.32% |
| Ambuja Cements Ltd. | Materials | 1.3 % | 17.95 Cr | -- | -- | -- |
| UPL Ltd. | Chemicals | 1.23 % | 16.96 Cr | -- | -- | -- |
| Eternal Ltd. | Services | 1.23 % | 16.89 Cr | 1.13% | 1.18% | 0.64% |
| Delhivery Ltd. | Services | 1.23 % | 16.92 Cr | 1.02% | 1.18% | -- |
| Interglobe Aviation Ltd. | Services | 1.22 % | 16.81 Cr | 2.13% | 2.1% | 1.8% |
| NTPC Ltd. | Energy | 1.22 % | 16.77 Cr | 0.81% | -- | -- |
| GAIL (India) Ltd. | Energy | 1.21 % | 16.61 Cr | 0.59% | 0.69% | -- |
| GE Vernova T&D India Ltd. | Capital Goods | 1.19 % | 16.36 Cr | 0.93% | 0.7% | -- |
| Mahindra & Mahindra Ltd. | Automobile | 1.16 % | 16.01 Cr | -- | -- | -- |
| Varun Beverages Ltd. | Consumer Staples | 1.14 % | 15.67 Cr | -- | -- | -- |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.14 % | 15.74 Cr | -- | -- | -- |
| Alkem Laboratories Ltd. | Healthcare | 1.1 % | 15.09 Cr | -- | -- | 0.48% |
| The Federal Bank Ltd. | Financial | 1.06 % | 14.61 Cr | 1.07% | 0.99% | 0.92% |
| Cipla Ltd. | Healthcare | 1.05 % | 14.45 Cr | 1.06% | 1.18% | 1.23% |
| Cummins India Ltd. | Capital Goods | 1.03 % | 14.22 Cr | -- | 0.66% | 0.6% |
| United Spirits Ltd. | Consumer Staples | 0.98 % | 13.53 Cr | 1.06% | 0.58% | 0.47% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.98 % | 13.49 Cr | -- | -- | -- |
| Devyani International Ltd. | Services | 0.95 % | 13.04 Cr | -- | -- | -- |
| Tata Consumer Products Ltd. | Consumer Staples | 0.94 % | 12.93 Cr | 0.82% | 0.81% | 0.81% |
| Deepak Nitrite Ltd. | Chemicals | 0.94 % | 12.88 Cr | -- | -- | -- |
| Info Edge (India) Ltd. | Services | 0.91 % | 12.53 Cr | 1.42% | 1.24% | 0.99% |
| Tata Motors Ltd. | Automobile | 0.91 % | 12.58 Cr | 1.04% | 1.49% | 2.3% |
| Praj Industries Ltd. | Capital Goods | 0.89 % | 12.19 Cr | -- | -- | -- |
| Jubilant FoodWorks Ltd. | Services | 0.89 % | 12.32 Cr | 1.58% | 1.51% | 1.14% |
| Kajaria Ceramics Ltd. | Materials | 0.84 % | 11.61 Cr | 0.74% | 0.67% | -- |
| Blue Star Ltd. | Consumer Discretionary | 0.83 % | 11.36 Cr | 1.68% | 1.61% | 1.14% |
| Tech Mahindra Ltd. | Technology | 0.79 % | 10.83 Cr | 1.88% | 1.63% | 1.76% |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.68 % | 9.43 Cr | 0.65% | 0.64% | -- |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.66 % | 9.04 Cr | 0.76% | 0.86% | 0.69% |
| Emami Ltd. | Consumer Staples | 0.65 % | 8.88 Cr | -- | -- | -- |
| Affle (India) Ltd. | Technology | 0.6 % | 8.22 Cr | 0.56% | -- | -- |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.55 % | 7.53 Cr | 0.55% | 0.55% | -- |
| Neuland Laboratories Ltd. | Healthcare | 0.54 % | 7.4 Cr | 0.2% | -- | -- |
| Torrent Power Ltd. | Energy | 0.48 % | 6.55 Cr | -- | -- | -- |
| Chennai Super Kings Ltd. | Services | 0.04 % | 61.26L | 0.05% | 0.05% | 0.01% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 129.97 Cr | -- | 129.97 Cr |
| ICICI Bank Ltd. | Financial | 109.17 Cr | -- | 109.17 Cr |
| Reliance Industries Ltd. | Energy | 60.33 Cr | -- | 60.33 Cr |
| Axis Bank Ltd. | Financial | 47 Cr | -- | 47 Cr |
| Larsen & Toubro Ltd. | Construction | 45.81 Cr | -- | 45.81 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Affle (India) Ltd. | Technology | 8.22 Cr | -- | 8.22 Cr |
| Hindustan Petroleum Corporation Ltd. | Energy | 7.53 Cr | -- | 7.53 Cr |
| Neuland Laboratories Ltd. | Healthcare | 7.4 Cr | -- | 7.4 Cr |
| Torrent Power Ltd. | Energy | 6.55 Cr | -- | 6.55 Cr |
| Chennai Super Kings Ltd. | Services | 61.26L | -- | 61.26L |