Aditya Birla Sun Life Savings Fund
Empty
1–3 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.3%
Sharpe Ratio3.32
Beta3.33
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Bank Of BarodaUtilities4.38%
Shriram Finance LimitedUtilities3.21%
Nirma LimitedUtilities2.56%
Small Industries Development Bank of IndiaUtilities2.25%
Gujarat (Government of)Utilities1.99%
Bharti Telecom LimitedUtilities1.90%
182 DTB 29082025Utilities1.87%
Canara BankUtilities1.78%
National Bank For Agriculture And Rural DevelopmentUtilities1.66%
Mankind Pharma LimitedUtilities1.62%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.54%
Regulatory & Tax Information
INF209K01LY4
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)