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Aditya Birla Sun Life ELSS Tax Saver Pyt of Inc Dis cum Cap Wdrl

Aditya Birla Sun Life ELSS Tax Saver Pyt of Inc Dis cum Cap Wdrl

1–7 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation15.5%
Sharpe Ratio0.00
Beta1.01

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers21.24%
Utilities1.25%
Services13.52%
Technology8.25%
Capital Goods16.51%
Energy & Infra6.96%
Financial Services32.27%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services8.60%
HDFC Bank LtdFinancial Services7.31%
Infosys LtdTechnology4.83%
Axis Bank LtdFinancial Services3.93%
Fortis Healthcare LtdServices3.51%
Reliance Industries LtdEnergy & Infra3.48%
Bharti Airtel LtdServices3.34%
Larsen & Toubro LtdCapital Goods2.63%
State Bank of IndiaFinancial Services2.55%
TVS Holdings LtdConsumers2.34%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.7%

iconRegulatory & Tax Information

INF209K01090
verified
ISIN
DailyDealing Frequency
BSE 200 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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