Aditya Birla Sun Life Savings Fund
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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 Deviation1.7%
Sharpe Ratio2.15
Beta4.77
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
INF209K01MD6
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)