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Funds/Groww ELSS Tax Saver Fund

Groww ELSS Tax Saver Fund

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

The manager is maintaining a quality-focused core positioned around financial services and large-cap stability, with banking stocks commanding over a fifth of the portfolio. The recent rotation—adding pharmaceutical and selective midcap exposure while trimming niche positions—suggests tactical rebalancing toward more liquid, defensively-tilted holdings rather than a major conviction shift. At 37.6% in the top ten, concentration remains moderate for an ELSS mandate, leaving room for diversification across 69 holdings.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹21.2900
Regular Growth₹18.5400-1.28%-4.04%+10.69%+10.37%
Direct IDCW₹21.2500
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
68
Top 5 Weight
25.09%
Top 10 Weight
37.56%
Max Position
7.02%
Conviction Bets
12
Gini
0.371
Large Cap
67.65%
Mid Cap
26.71%
Small Cap
0.00%
Top Sector
Unclassified
Sector Count
1
HHI (bps)
24,551
Balanced Approach
Active Share
49.45%
vs peer portfolio
Weight Overlap
48.76%
with avg peer
Cosine Similarity
0.865
portfolio angle
Peer Count
37
funds in category

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

Holdings: 6469+10 added5 removed24 weight shifts ≥ 0.1%
StockWeight
Cipla Limited2.44%
Dr. Reddy's Laboratories Limited1.95%
IndusInd Bank Limited1.53%
Power Finance Corporation Limited1.08%
Hero MotoCorp Limited0.98%
Aurobindo Pharma Limited0.66%
Vedanta Iron and Steel Limited0.23%
Talwandi Sabo Power Limited0.23%
Malco Energy Limited0.23%
Vedanta Aluminium Metal Limited0.23%
#Holding% to NAV
1
HDFC Bank Limited
INE040A01034
7.02%
2
Reliance Industries Limited
INE002A01018
5.83%
3
ICICI Bank Limited
INE090A01021
5.56%
4
Bharti Airtel Limited
INE397D01024
3.34%
5
State Bank of India
INE062A01020
3.34%
6
Larsen & Toubro Limited
INE018A01030
3.28%
7
Cipla Limited
INE059A01026
2.44%
8
Infosys Limited
INE009A01021
2.34%
9
Ashok Leyland Limited
INE208A01029
2.23%
10
Kotak Mahindra Bank Limited
INE237A01036
2.19%
11
Mahindra & Mahindra Limited
INE101A01026
2.10%
12
The Federal Bank Limited
INE171A01029
2.02%
13
Dr. Reddy's Laboratories Limited
INE089A01031
1.95%
14
Axis Bank Limited
INE238A01034
1.93%
15
Tata Steel Limited
INE081A01020
1.62%
16
ITC Limited
INE154A01025
1.59%
17
AU Small Finance Bank Limited
INE949L01017
1.56%
18
Hindalco Industries Limited
INE038A01020
1.54%
19
IndusInd Bank Limited
INE095A01012
1.53%
20
Multi Commodity Exchange of India Ltd.
INE745G01043
1.53%

How many stocks does Groww ELSS Tax Saver Fund hold?

Groww ELSS Tax Saver Fund holds 68 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 25.09% of NAV.

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

The largest position in Groww ELSS Tax Saver Fund is HDFC Bank Limited, accounting for 7.02% of NAV.

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

With a Gini coefficient of 0.371, Groww ELSS Tax Saver Fund is well-diversified. The HHI concentration index is 24,551 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 25.09% of the portfolio.

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

Based on SEBI's AMFI classification, Groww ELSS Tax Saver Fund's equity portfolio is split as: Large Cap: 67.65%, Mid Cap: 26.71%, Small Cap: 0.00%. This reflects the fund's positioning within the market cap spectrum.

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

Groww ELSS Tax Saver Fund has an Active Share of 49.45%, classifying it as "Balanced Approach" among 37 ELSS - Tax Saver Fund peers. This indicates a moderate level of differentiation from category peers.

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

Between 2026-03-31 and 2026-04-30, Groww ELSS Tax Saver Fund added 10 new stocks (including Cipla Limited) and exited 5 stocks (including Navin Fluorine International Limited). Total holding count increased from 64 to 69 stocks.