Aditya Birla Sun Life Financial Planning FOF Moderate Plan 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 Deviation9.5%
Sharpe Ratio0.24
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
Nippon India Growth Dir GrUtilities11.84%
Aditya BSL Flexi Cap Dir GrUtilities10.54%
Kotak Multicap Dir GrUtilities10.44%
ICICI Pru Bluechip Dir GrUtilities10.23%
HDFC Corporate Bond Dir GrUtilities9.84%
Aditya BSL Gov Sec Dir GrUtilities9.62%
Aditya BSL Gold ETFUtilities8.94%
Kotak Dynamic Bond Dir GrUtilities8.32%
Aditya BSL Short Term Dir GrUtilities7.89%
Aditya BSL Nifty Next 50 Idx Dir GrUtilities6.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.1%
Regulatory & Tax Information
INF084M01085
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)