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FY 22 - 23లో పెట్టుబడి పెట్టడానికి టాప్ 5 ELSS ఫండ్‌లు
ఆన్‌లైన్‌లో ELSS ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Top 5 Equity - ELSS Funds

FY 22 - 23 కోసం టాప్ 5 ఉత్తమ పన్ను ఆదా ELSS మ్యూచువల్ ఫండ్‌లు

Updated on December 19, 2024 , 8751 views

బెస్ట్ ఎల్స్ ఫండ్స్ లేదా ఈక్విటీ లింక్డ్ సేవింగ్స్ స్కీములు (పన్ను ఆదా) ఈక్విటీ డైవర్సిఫైడ్మ్యూచువల్ ఫండ్స్ అందించడానికి ఈక్విటీ-లింక్డ్ ఇన్‌స్ట్రుమెంట్స్‌లో (షేర్లు మరియు స్టాక్‌లు వంటివి) ప్రధానంగా పెట్టుబడి పెట్టండిసంత-లింక్డ్ రిటర్న్స్. సాధారణంగా, ఫండ్ కార్పస్‌లో 80% ఈక్విటీలో మరియు మిగిలినది డెట్ సాధనాల్లో పెట్టుబడి పెట్టబడుతుంది.

ఉత్తమమైనదిELSS కింద పన్ను ప్రయోజనాలను అందిస్తున్నందున ఫండ్‌లను పన్ను ఆదా చేసే మ్యూచువల్ ఫండ్‌లు అని కూడా పిలుస్తారుసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం అంతేకాకుండా, ELSS మ్యూచువల్ ఫండ్‌లు ఓపెన్-ఎండ్‌గా ఉంటాయి, అంటే పెట్టుబడిదారులు ఈ ఫండ్‌లలో తమకు కావలసినప్పుడు మరియు ఎప్పుడు సబ్‌స్క్రయిబ్ చేసుకోవచ్చు.

అయితే, ముందుపెట్టుబడి పెడుతున్నారు ఈ పన్ను ఆదా మ్యూచువల్ ఫండ్‌లలో, ఉత్తమమైన ELSS ఫండ్‌ల జాబితాను పరిగణించాలని సూచించబడింది.

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FY 22 - 23లో పెట్టుబడి పెట్టడానికి టాప్ 5 ELSS ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
BOI AXA Tax Advantage Fund Growth	₹169.68 ↓ -3.40	₹1,453	-1.6	-0.9	27.7	20.6	25.1	34.8
Principal Tax Savings Fund Growth	₹487.91 ↓ -7.40	₹1,356	-6.3	1.2	18.3	16	18.6	24.5
PGIM India Tax Savings Fund Growth	₹34.24 ↓ -0.52	₹770	-4.7	4.4	18.5	15	18.5	19.5
BNP Paribas Long Term Equity Fund (ELSS) Growth	₹94.7437 ↓ -1.82	₹952	-4.2	5.9	27.4	18.1	18	31.3
Mahindra Mutual Fund Kar Bachat Yojana Growth	₹27.1481 ↓ -0.49	₹931	-7.8	-0.8	15.8	14.9	17.9	25.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

* ELSS పన్ను ఆదా చేసే మ్యూచువల్ ఫండ్‌ల జాబితా> నికర ఆస్తులు > 250 కోట్లు మరియు ఉత్తమమైనవిCAGR గత 5 సంవత్సరాలలో తిరిగి వస్తుంది

1. BOI AXA Tax Advantage Fund

The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (20 Dec 24)	₹169.68 ↓ -3.40 (-1.96 %)
Net Assets (Cr)	₹1,453 on 30 Nov 24
Category	Equity - ELSS
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.37
Sharpe Ratio	1.91
Information Ratio	0.46
Alpha Ratio	7.81
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹12,546
30 Nov 21	₹18,192
30 Nov 22	₹19,034
30 Nov 23	₹23,238
30 Nov 24	₹31,012

BOI AXA Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

Duration	Returns
1 Month	4.3%
3 Month	-1.6%
6 Month	-0.9%
1 Year	27.7%
3 Year	20.6%
5 Year	25.1%
10 Year
15 Year
Since launch	19.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	34.8%
2022	-1.3%
2021	41.5%
2020	31.2%
2019	14.6%
2018	-16.3%
2017	57.7%
2016	-1.2%
2015	2.1%
2014	44%

Fund Manager information for BOI AXA Tax Advantage Fund

Name	Since	Tenure
Alok Singh	27 Apr 22	2.6 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	26.27%
Industrials	16.29%
Basic Materials	15.38%
Technology	10.7%
Consumer Cyclical	5.46%
Utility	4.64%
Energy	3.81%
Consumer Defensive	3.78%
Health Care	3.53%
Real Estate	1.52%
Communication Services	0.99%

Asset Allocation

Asset Class	Value
Cash	7.63%
Equity	92.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	5%	₹76 Cr	440,000 ↑ 20,000
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹62 Cr	752,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 24 \| 500295	4%	₹56 Cr	1,211,000
Prudent Corporate Advisory Services Ltd (Financial Services) Equity, Since 31 Oct 23 \| 543527	3%	₹40 Cr	130,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	3%	₹39 Cr	955,000
Ami Organics Ltd (Basic Materials) Equity, Since 31 May 24 \| 543349	2%	₹34 Cr	172,000
General Insurance Corp of India (Financial Services) Equity, Since 29 Feb 24 \| GICRE	2%	₹31 Cr	850,696
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	2%	₹30 Cr	228,000
Siemens Ltd (Industrials) Equity, Since 30 Jun 22 \| 500550	2%	₹29 Cr	41,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	2%	₹28 Cr	67,000

2. Principal Tax Savings Fund

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund Growth
Launch Date	31 Mar 96
NAV (20 Dec 24)	₹487.91 ↓ -7.40 (-1.49 %)
Net Assets (Cr)	₹1,356 on 30 Nov 24
Category	Equity - ELSS
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	1.36
Information Ratio	-0.41
Alpha Ratio	-0.13
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹11,073
30 Nov 21	₹15,488
30 Nov 22	₹16,965
30 Nov 23	₹19,305
30 Nov 24	₹23,825

Principal Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

Duration	Returns
1 Month	2.3%
3 Month	-6.3%
6 Month	1.2%
1 Year	18.3%
3 Year	16%
5 Year	18.6%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.5%
2022	4.3%
2021	32.1%
2020	18.9%
2019	2.5%
2018	-9.2%
2017	48.8%
2016	6.2%
2015	2.7%
2014	49.4%

Fund Manager information for Principal Tax Savings Fund

Name	Since	Tenure
Sudhir Kedia	29 Oct 19	5.1 Yr.
Rohit Seksaria	1 Jan 22	2.92 Yr.

Data below for Principal Tax Savings Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	34.13%
Industrials	13.4%
Consumer Cyclical	10.29%
Health Care	8.77%
Technology	7.86%
Consumer Defensive	6.41%
Communication Services	6.13%
Energy	5.57%
Basic Materials	3.51%
Utility	1.6%
Real Estate	0.28%

Asset Allocation

Asset Class	Value
Cash	2.01%
Equity	97.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	8%	₹104 Cr	598,000 ↓ -8,077
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹95 Cr	737,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	4%	₹58 Cr	434,000 ↓ -44,000
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹54 Cr	306,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 13 \| LT	3%	₹42 Cr	115,000 ↑ 18,979
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Aug 15 \| SUNPHARMA	3%	₹37 Cr	200,000
State Bank of India (Financial Services) Equity, Since 30 Apr 05 \| SBIN	3%	₹36 Cr	444,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| 532215	3%	₹36 Cr	311,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	3%	₹34 Cr	283,000
Force Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 500033	2%	₹31 Cr	39,000

3. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

PGIM India Tax Savings Fund is a Equity - ELSS fund was launched on 11 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch. Return for 2023 was 19.5% , 2022 was 4.7% and 2021 was 37.5% .

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund Growth
Launch Date	11 Dec 15
NAV (20 Dec 24)	₹34.24 ↓ -0.52 (-1.50 %)
Net Assets (Cr)	₹770 on 30 Nov 24
Category	Equity - ELSS
AMC	Pramerica Asset Managers Private Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.32
Sharpe Ratio	1.07
Information Ratio	-0.62
Alpha Ratio	-2.79
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,791
30 Nov 21	₹15,644
30 Nov 22	₹17,342
30 Nov 23	₹19,216
30 Nov 24	₹23,197

PGIM India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for PGIM India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

Duration	Returns
1 Month	3.8%
3 Month	-4.7%
6 Month	4.4%
1 Year	18.5%
3 Year	15%
5 Year	18.5%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	4.7%
2021	37.5%
2020	17.9%
2019	8.2%
2018	-6.4%
2017	39.3%
2016	1.7%
2015
2014

Fund Manager information for PGIM India Tax Savings Fund

Name	Since	Tenure
Bhupesh Kalyani	1 Apr 23	1.67 Yr.
Vinay Paharia	1 Apr 23	1.67 Yr.
Utsav Mehta	15 Apr 24	0.63 Yr.
Vivek Sharma	15 Apr 24	0.63 Yr.

Data below for PGIM India Tax Savings Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.11%
Industrials	13.54%
Technology	13.28%
Consumer Cyclical	9.43%
Health Care	8.38%
Basic Materials	6.19%
Consumer Defensive	6.14%
Energy	4.39%
Communication Services	3.23%
Real Estate	0.92%

Asset Allocation

Asset Class	Value
Cash	5.36%
Equity	94.61%
Debt	0.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| HDFCBANK	7%	₹54 Cr	310,814
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 16 \| ICICIBANK	6%	₹47 Cr	364,764
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 17 \| RELIANCE	4%	₹33 Cr	249,122
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| 500034	4%	₹30 Cr	43,500
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	3%	₹22 Cr	122,500 ↑ 80,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 24 \| TCS	3%	₹21 Cr	53,406
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 17 \| LT	3%	₹20 Cr	56,417
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 19 \| BHARTIARTL	3%	₹20 Cr	125,805
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| ICICIGI	3%	₹19 Cr	98,882 ↑ 18,500
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Apr 23 \| VBL	2%	₹17 Cr	285,687

4. BNP Paribas Long Term Equity Fund (ELSS)

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch. Ranked 22 in ELSS category. Return for 2023 was 31.3% , 2022 was -2.1% and 2021 was 23.6% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS) Growth
Launch Date	5 Jan 06
NAV (20 Dec 24)	₹94.7437 ↓ -1.82 (-1.88 %)
Net Assets (Cr)	₹952 on 30 Nov 24
Category	Equity - ELSS
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.29
Sharpe Ratio	2.11
Information Ratio	0.04
Alpha Ratio	7.56
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹11,126
30 Nov 21	₹14,534
30 Nov 22	₹14,723
30 Nov 23	₹17,638
30 Nov 24	₹23,305

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

Duration	Returns
1 Month	2.9%
3 Month	-4.2%
6 Month	5.9%
1 Year	27.4%
3 Year	18.1%
5 Year	18%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.3%
2022	-2.1%
2021	23.6%
2020	17.8%
2019	14.3%
2018	-9.3%
2017	42.3%
2016	-6.6%
2015	7.7%
2014	53%

Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)

Name	Since	Tenure
Sanjay Chawla	14 Mar 22	2.72 Yr.
Pratish Krishnan	14 Mar 22	2.72 Yr.
Miten Vora	1 Dec 22	2 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	28.51%
Technology	14.6%
Consumer Cyclical	11.36%
Industrials	10.33%
Basic Materials	7.47%
Health Care	7.14%
Consumer Defensive	5.34%
Energy	4.07%
Utility	3.6%
Communication Services	1.89%
Real Estate	1.2%

Asset Allocation

Asset Class	Value
Cash	3.06%
Equity	96.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| ICICIBANK	6%	₹53 Cr	411,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	6%	₹53 Cr	293,160 ↑ 14,000
Infosys Ltd (Technology) Equity, Since 29 Feb 24 \| INFY	4%	₹38 Cr	205,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	4%	₹33 Cr	258,200 ↑ 45,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	3%	₹26 Cr	920,813
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	3%	₹25 Cr	132,500
Trent Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| TRENT	3%	₹25 Cr	36,714 ↓ -5,700
Jyoti CNC Automation Ltd (Industrials) Equity, Since 30 Apr 24 \| JYOTICNC	2%	₹23 Cr	184,594
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive) Equity, Since 31 Mar 24 \| BECTORFOOD	2%	₹21 Cr	117,132
State Bank of India (Financial Services) Equity, Since 31 Mar 22 \| SBIN	2%	₹20 Cr	243,000

5. Mahindra Mutual Fund Kar Bachat Yojana

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund was launched on 18 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. Return for 2023 was 25.8% , 2022 was 2% and 2021 was 39.4% .

Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana

Mahindra Mutual Fund Kar Bachat Yojana Growth
Launch Date	18 Oct 16
NAV (20 Dec 24)	₹27.1481 ↓ -0.49 (-1.78 %)
Net Assets (Cr)	₹931 on 30 Nov 24
Category	Equity - ELSS
AMC	Mahindra Asset Management Company Pvt. Ltd.
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	1.15
Information Ratio	-0.63
Alpha Ratio	-3.25
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,571
30 Nov 21	₹15,389
30 Nov 22	₹16,750
30 Nov 23	₹19,177
30 Nov 24	₹23,377

Mahindra Mutual Fund Kar Bachat Yojana SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Mahindra Mutual Fund Kar Bachat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

Duration	Returns
1 Month	1.4%
3 Month	-7.8%
6 Month	-0.8%
1 Year	15.8%
3 Year	14.9%
5 Year	17.9%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.8%
2022	2%
2021	39.4%
2020	14.1%
2019	4.5%
2018	-9.8%
2017	24.8%
2016
2015
2014

Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana

Name	Since	Tenure
Manish Lodha	21 Dec 20	3.95 Yr.
Fatema Pacha	16 Oct 20	4.13 Yr.

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	30.64%
Consumer Cyclical	13.76%
Industrials	12.15%
Basic Materials	8.65%
Technology	8.53%
Energy	5.91%
Consumer Defensive	5.78%
Health Care	3.81%
Communication Services	3.39%
Utility	3.08%

Asset Allocation

Asset Class	Value
Cash	4.3%
Equity	95.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| HDFCBANK	9%	₹85 Cr	475,000 ↓ -46,876
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 19 \| ICICIBANK	9%	₹81 Cr	622,620
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 18 \| RELIANCE	5%	₹43 Cr	332,308
Infosys Ltd (Technology) Equity, Since 29 Feb 20 \| INFY	4%	₹39 Cr	210,000 ↓ -50,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 18 \| LT	4%	₹38 Cr	102,761
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	3%	₹32 Cr	386,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| AXISBANK	3%	₹31 Cr	270,000 ↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 20 \| HINDUNILVR	3%	₹26 Cr	106,000 ↑ 10,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	2%	₹23 Cr	143,000 ↑ 39,000
Shree Cement Ltd (Basic Materials) Equity, Since 31 Jul 23 \| SHREECEM	2%	₹22 Cr	8,259 ↑ 700

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