| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.57% |
| HDFC Bank Ltd. | Financial | Equity | 9.17% |
| Infosys Ltd. | Technology | Equity | 7.72% |
| Axis Bank Ltd. | Financial | Equity | 4.96% |
| Reliance Industries Ltd. | Energy | Equity | 3.40% |
| Voltas Ltd. | Consumer Durable | Equity | 3.26% |
| Avenue Supermarts Ltd. | Services | Equity | 2.80% |
| Brigade Enterprises Ltd. | Construction | Equity | 2.61% |
| Tata Motors Ltd. | Automobile | Equity | 2.61% |
| Avanti Feeds Ltd. | FMCG | Equity | 2.44% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.39% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.31% |
| Siemens Ltd. | Engineering | Equity | 2.31% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.17% |
| Ultratech Cement Ltd. | Construction | Equity | 1.99% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.98% |
| Bharti Airtel Ltd. | Communication | Equity | 1.76% |
| Cipla Ltd. | Healthcare | Equity | 1.71% |
| HCL Technologies Ltd. | Technology | Equity | 1.71% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.70% |
| Hindalco Industries Ltd. | Metals | Equity | 1.63% |
| Gujarat Gas Ltd. | Energy | Equity | 1.49% |
| V-Mart Retail Ltd. | Services | Equity | 1.40% |
| Minda Corporation Ltd. | Automobile | Equity | 1.39% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.38% |
| INOX Leisure Ltd. | Services | Equity | 1.36% |
| Hindustan Unilever Ltd. | FMCG | Equity | 1.32% |
| BASF India Ltd. | Chemicals | Equity | 1.27% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.26% |
| Repco Home Finance Ltd. | Financial | Equity | 1.22% |
| Asian Paints Ltd. | Chemicals | Equity | 1.20% |
| Can Fin Homes Ltd. | Financial | Equity | 1.17% |
| DCM Shriram Ltd. | Diversified | Equity | 1.14% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.07% |
| Astral Ltd. | Chemicals | Equity | 1.07% |
| Indian Bank | Financial | Equity | 1.04% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durable | Equity | 1.01% |
| Orient Electric Ltd. | Consumer Durable | Equity | 1.00% |
| L&T Technology Services Ltd. | Technology | Equity | 0.98% |
| Tata Consumer Products Ltd. | FMCG | Equity | 0.97% |
| NUVOCO Vistas Corp Ltd. | Construction | Equity | 0.93% |
| UTI Asset Management Company Ltd. | Financial | Equity | 0.89% |
| Sundaram Finance Ltd. | Financial | Equity | 0.86% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 0.85% |
| CSB Bank Ltd. | Financial | Equity | 0.72% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.66% |
| PVR Ltd. | Services | Equity | 0.60% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +9.1% | +16.7% | +14.1% | +14.9% |
| Category average (Equity Tax Planning) | +2.4% | +16.4% | +16.5% | -- |
| Rank (Equity Tax Planning) | 10 | 6 | 17 | -- |