Aditya Birla Sun Life Bal Bhavishya Yojna Regular Payout Inc Dist cum Cap Wdrl
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio-0.12
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services7.01%
HDFC Bank LtdFinancial Services5.25%
Reliance Industries LtdEnergy & Infra4.22%
Infosys LtdTechnology4.09%
Axis Bank LtdFinancial Services3.06%
Bharti Airtel LtdServices2.79%
Larsen & Toubro LtdCapital Goods2.53%
Maruti Suzuki India LtdConsumers2.20%
Welspun Corp LtdCapital Goods2.16%
Nazara Technologies LtdServices1.73%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.16%
Regulatory & Tax Information
INF209KB1E92
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)