Aditya BSL Bal Bhavishya Yojna RegIDCW-P
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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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 Deviation19.0%
Sharpe Ratio-0.08
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
ICICI Bank LtdFinancial Services5.74%
HDFC Bank LtdFinancial Services3.56%
Reliance Industries LtdEnergy & Infra3.28%
Axis Bank LtdFinancial Services2.77%
Meesho LtdConsumers2.59%
Bharti Airtel LtdServices2.45%
Infosys LtdTechnology2.29%
Eternal LtdConsumers2.07%
State Bank of IndiaFinancial Services2.06%
Hindalco Industries LtdCapital Goods2.04%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.27%
Regulatory & Tax Information
INF209KB1E92
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)