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Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Regular Growth

1–3 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 Deviation59.1%
Sharpe Ratio-1.07

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Clearing Corporation Of India LimitedUtilities97.91%
Net ReceivablesUtilities2.09%

Operational & Regulatory Details

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

iconRegulatory & Tax Information

INF209KB1Q23
verified
ISIN
DailyDealing Frequency

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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