Aditya Birla Sun Life Medium Term Plan Institutional Growth
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1–3 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 Deviation2.5%
Sharpe Ratio-1.16
Beta1.09
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
6.79% Govt Stock 2034Utilities8.56%
7.1% Govt Stock 2034Utilities7.75%
7.18% Govt Stock 2033Utilities7.69%
Nuvama Wealth Finance LimitedUtilities3.79%
Jubilant Bevco LimitedUtilities2.96%
National Bank For Financing Infrastructure And DevelopmentUtilities2.84%
Power Grid Corporation Of India LimitedUtilities2.78%
360 One Prime LimitedUtilities2.58%
SK Finance LimitedUtilities2.56%
Narayana Hrudayalaya LimitedUtilities2.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.54%
Regulatory & Tax Information
INF209K01660
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)