Aditya Birla Sun Life Large Cap 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 Deviation14.3%
Sharpe Ratio0.10
Beta0.99
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
HDFC Bank LtdFinancial Services8.27%
ICICI Bank LtdFinancial Services8.00%
Infosys LtdTechnology5.25%
Reliance Industries LtdEnergy & Infra5.13%
Larsen & Toubro LtdCapital Goods4.53%
Bharti Airtel LtdServices3.69%
Axis Bank LtdFinancial Services3.64%
Kotak Mahindra Bank LtdFinancial Services3.18%
Mahindra & Mahindra LtdConsumers2.69%
ITC LtdConsumers2.43%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.64%
Regulatory & Tax Information
INF209K01KI9
ISINDailyDealing Frequency
BSE 100 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)