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Funds/Parag Parikh ELSS Tax Saver Fund

Parag Parikh ELSS Tax Saver Fund

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

The fund maintains a concentrated, quality-focused approach with over half its portfolio in the top ten holdings, signaling conviction in large-cap stability. The manager's recent trimming of banking exposure through exits like Axis Bank and REC while retaining HDFC and ICICI suggests selective preference within financials. Small additions in auto ancillaries and textiles hint at tactical rebalancing, though the heavy tilt toward banks, finance, and IT keeps the portfolio aligned with domestic growth narratives favored by quality-conscious investors.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹31.4016
Regular Growth₹28.9571-3.00%-8.02%+11.77%+13.80%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
46
Top 5 Weight
34.74%
Top 10 Weight
56.35%
Max Position
7.93%
Conviction Bets
20
Gini
0.548
Large Cap
67.76%
Mid Cap
1.73%
Small Cap
17.15%
Top Sector
Banks
Sector Count
25
HHI (bps)
44,394
Highly Differentiated
Active Share
71.80%
vs peer portfolio
Weight Overlap
26.86%
with avg peer
Cosine Similarity
0.530
portfolio angle
Peer Count
37
funds in category

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

Holdings: 5147+2 added6 removed13 weight shifts ≥ 0.1%
StockWeight
Sharda Motor Industries Ltd.0.09%
Siyaram Silk Mills Limited0.02%
#Holding% to NAV
1
HDFC Bank Limited
INE040A01034
7.93%
2
Power Grid Corporation of India Limited
INE752E01010
7.73%
3
Coal India Limited
INE522F01014
7.04%
4
Bajaj Holdings & Investment Limited
INE118A01012
6.45%
5
ITC Limited
INE154A01025
5.59%
6
Maharashtra Scooters Limited
INE288A01013
5.15%
7
ICICI Bank Limited
INE090A01021
4.58%
8
Kotak Mahindra Bank Limited
INE237A01036
4.16%
9
HCL Technologies Limited
INE860A01027
3.95%
10
Maruti Suzuki India Limited
INE585B01010
3.77%
11
Axis Bank Limited
INE238A01034
3.61%
12
Infosys Limited
INE009A01021
3.57%
13
Mahindra & Mahindra Limited
INE101A01026
3.54%
14
Bharti Airtel Limited
INE397D01024
3.52%
15
CMS Info System Limited
INE925R01014
3.19%
16
CCL Products (India) Limited
INE421D01022
2.83%
17
Embassy Office Parks REIT
INE041025011
2.43%
18
Brookfield India Real Estate Trust
INE0FDU25010
2.36%
19
TRP_040526
nan
2.34%
20
Tata Consultancy Services Limited
INE467B01029
2.00%
Banks20.3%
Finance11.6%
IT - Software11.3%
Power7.7%
Automobiles7.3%
Consumable Fuels7.0%
Diversified FMCG5.6%
Realty4.8%
Pharmaceuticals & Biotechnology4.0%
Telecom - Services3.6%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Parag Parikh ELSS Tax Saver Fund hold?

Parag Parikh ELSS Tax Saver Fund holds 46 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 34.74% of NAV.

What is the largest holding in Parag Parikh ELSS Tax Saver Fund?

The largest position in Parag Parikh ELSS Tax Saver Fund is HDFC Bank Limited, accounting for 7.93% of NAV in the Banks sector.

Is Parag Parikh ELSS Tax Saver Fund a concentrated or diversified fund?

With a Gini coefficient of 0.548, Parag Parikh ELSS Tax Saver Fund is moderately concentrated. The HHI concentration index is 44,394 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 34.74% of the portfolio.

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

Based on SEBI's AMFI classification, Parag Parikh ELSS Tax Saver Fund's equity portfolio is split as: Large Cap: 67.76%, Mid Cap: 1.73%, Small Cap: 17.15%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Parag Parikh ELSS Tax Saver Fund invest in most?

Parag Parikh ELSS Tax Saver Fund has the highest allocation to Banks (20.28%), Finance (11.60%), IT - Software (11.28%). The fund is invested across 25 sectors in total.

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

Parag Parikh ELSS Tax Saver Fund has an Active Share of 71.80%, classifying it as "Highly Differentiated" among 37 ELSS - Tax Saver Fund peers. This means the fund takes significantly different stock positions compared to its category peers.

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

Between 2026-03-31 and 2026-04-30, Parag Parikh ELSS Tax Saver Fund added 2 new stocks (including Sharda Motor Industries Ltd.) and exited 6 stocks (including Balkrishna Industries Limited). Total holding count decreased from 51 to 47 stocks.