Asset Sadhu
Funds/DSP ELSS Tax Saver Fund

DSP ELSS Tax Saver Fund

DSP Mutual Fund·ELSS - Tax Saver Fund·vs Nifty 500 TRI

DSP ELSS is heavily tilted toward banking sector stability, with four major banks commanding nearly a third of the portfolio. The manager's conviction in financial resilience is evident, though the sharp cash surge via TREPS signals defensive positioning amid market uncertainty. Recent pruning of smaller-cap positions and addition of Hyundai Motor India suggests a strategic shift toward quality large-caps while maintaining diversification across pharma and IT—a balanced approach for tax-advantaged long-term wealth building.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹150.6730-1.53%
Regular Growth₹134.6410-1.60%-2.74%+16.57%+14.77%
Direct IDCW₹89.8810-1.53%
Regular IDCW₹21.9550-1.60%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
59
Top 5 Weight
31.33%
Top 10 Weight
43.64%
Max Position
8.57%
Conviction Bets
10
Gini
0.424
Large Cap
63.39%
Mid Cap
15.93%
Small Cap
12.18%
Top Sector
Banks
Sector Count
24
HHI (bps)
30,816
Active Stock Picker
Active Share
57.25%
vs peer portfolio
Weight Overlap
38.60%
with avg peer
Cosine Similarity
0.818
portfolio angle
Peer Count
37
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 6461+1 added4 removed22 weight shifts ≥ 0.1%
StockWeight
Hyundai Motor India Limited0.26%
#Holding% to NAV
1
ICICI Bank Limited
INE090A01021
8.57%
2
HDFC Bank Limited
INE040A01034
8.17%
3
Axis Bank Limited
INE238A01034
6.61%
4
TREPS / Reverse Repo Investments
5.75%
5
State Bank of India
INE062A01020
4.53%
6
Bharti Airtel Limited
INE397D01024
3.45%
7
Kotak Mahindra Bank Limited
INE237A01036
2.66%
8
Infosys Limited
INE009A01021
2.58%
9
Mahindra & Mahindra Limited
INE101A01026
2.43%
10
Samvardhana Motherson International Limited
INE775A01035
2.40%
11
Tata Consultancy Services Limited
INE467B01029
2.24%
12
NTPC Limited
INE733E01010
1.91%
13
Max Financial Services Limited
INE180A01020
1.78%
14
Cipla Limited
INE059A01026
1.74%
15
Indus Towers Limited
INE121J01017
1.63%
16
IPCA Laboratories Limited
INE571A01038
1.62%
17
Asian Paints Limited
INE021A01026
1.62%
18
Hindustan Unilever Limited
INE030A01027
1.57%
19
Larsen & Toubro Limited
INE018A01030
1.54%
20
Tata Capital Limited
INE976I01016
1.46%
Banks31.5%
Pharmaceuticals & Biotechnology6.3%
IT - Software6.2%
Finance6.0%
Auto Components5.2%
Telecom - Services5.1%
Insurance3.9%
Diversified FMCG2.9%
Consumer Durables2.8%
Construction2.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does DSP ELSS Tax Saver Fund hold?

DSP ELSS Tax Saver Fund holds 59 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 31.33% of NAV.

What is the largest holding in DSP ELSS Tax Saver Fund?

The largest position in DSP ELSS Tax Saver Fund is ICICI Bank Limited, accounting for 8.57% of NAV in the Banks sector.

Is DSP ELSS Tax Saver Fund a concentrated or diversified fund?

With a Gini coefficient of 0.424, DSP ELSS Tax Saver Fund is well-diversified. The HHI concentration index is 30,816 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 31.33% of the portfolio.

What is the market cap allocation of DSP ELSS Tax Saver Fund?

Based on SEBI's AMFI classification, DSP ELSS Tax Saver Fund's equity portfolio is split as: Large Cap: 63.39%, Mid Cap: 15.93%, Small Cap: 12.18%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does DSP ELSS Tax Saver Fund invest in most?

DSP ELSS Tax Saver Fund has the highest allocation to Banks (31.49%), Pharmaceuticals & Biotechnology (6.33%), IT - Software (6.17%). The fund is invested across 24 sectors in total.

How actively managed is DSP ELSS Tax Saver Fund compared to other ELSS - Tax Saver Fund funds?

DSP ELSS Tax Saver Fund has an Active Share of 57.25%, classifying it as "Active Stock Picker" among 37 ELSS - Tax Saver Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in DSP ELSS Tax Saver Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, DSP ELSS Tax Saver Fund added 1 new stock (including Hyundai Motor India Limited) and exited 4 stocks (including Vardhman Textiles Limited). Total holding count decreased from 64 to 61 stocks.