Aditya Birla Sun Life Focused Fund
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1–7 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 Deviation13.6%
Sharpe Ratio0.16
Beta0.86
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 Services8.08%
Reliance Industries LtdEnergy & Infra5.78%
HDFC Bank LtdFinancial Services5.49%
Infosys LtdTechnology5.36%
Bharti Airtel LtdServices4.46%
Larsen & Toubro LtdCapital Goods4.10%
Axis Bank LtdFinancial Services4.07%
Tech Mahindra LtdTechnology3.62%
Coforge LtdTechnology3.56%
NTPC LtdUtilities3.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.81%
Regulatory & Tax Information
INF209K01CS5
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)