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Aditya Birla Sun Life Infrastructure Plan A Reinvestment Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Infrastructure Plan A Reinvestment Inc Dist 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 Deviation22.5%
Sharpe Ratio-0.29
Beta1.34

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra8.61%
Services7.64%
Utilities4.93%
Consumers6.55%
Capital Goods64.7%
Financial Services6.43%
Technology1.14%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Larsen & Toubro LtdCapital Goods5.97%
Bharti Airtel LtdServices5.76%
Reliance Industries LtdEnergy & Infra4.07%
UltraTech Cement LtdCapital Goods3.80%
NTPC LtdUtilities3.60%
Clearing Corporation Of India LimitedUtilities3.57%
InterGlobe Aviation LtdCapital Goods2.72%
Tega Industries LtdCapital Goods2.68%
JK Cement LtdCapital Goods2.67%
Bharat Electronics LtdCapital Goods2.23%

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)2.27%

iconRegulatory & Tax Information

INF209K01CT3
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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