Aditya Birla Sun Life Flexi Cap Fund
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1–7 yearsInvestment Horizon
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Aditya Birla Sun Life Flexi Cap Fund Growth invests across all company sizes in India for flexible growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.2%
Sharpe Ratio0.22
Beta0.95
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 Services8.12%
HDFC Bank LtdFinancial Services4.60%
Reliance Industries LtdEnergy & Infra4.27%
Kotak Mahindra Bank LtdFinancial Services4.11%
Infosys LtdTechnology3.92%
HCL Technologies LtdTechnology2.49%
Bharti Airtel LtdServices2.44%
Sun Pharmaceuticals Industries LtdServices2.39%
Axis Bank LtdFinancial Services2.31%
Larsen & Toubro LtdCapital Goods2.14%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.67%
Exit Load1
Regulatory & Tax Information
INF209K01AJ8
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)