Aditya BSL ESG Intg Stgy IDCW-P
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1–7 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 Deviation17.9%
Sharpe Ratio-0.32
Beta0.98
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 Services8.54%
HDFC Bank LtdFinancial Services4.41%
Bharti Airtel LtdServices4.04%
Axis Bank LtdFinancial Services3.72%
Kotak Mahindra Bank LtdFinancial Services3.65%
TVS Motor Co LtdConsumers3.42%
Sona BLW Precision Forgings LtdConsumers3.40%
State Bank of IndiaFinancial Services3.03%
Infosys LtdTechnology2.66%
Eternal LtdConsumers2.66%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.43%
Regulatory & Tax Information
INF209KB1U50
ISINDailyDealing Frequency
Morningstar India Sust NR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)