- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Special Opportunities Fund (Growth)
Aditya Birla Sun Life Special Opportunities Fund (Growth)
₹ 18.67
NAV (Dec 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.67
NAV (Dec 5)
Fund Returns
Last 1Y | 16% |
Last 3Y | 18.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.1% |
6 Month CAGR | 20.3% |
Scheme Information
The investment objective of the Scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring,Government policy change and/or regulatory changes,companies going through temporary but unique challenges and other similar instances. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Expense Ratio | 2.39 |
Launched (3y ago) | Oct 23, 2020 |
AUM in Crores | 631.378 |
ISIN | INF209KB1T46 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.937 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
infosys ltd
5.5%bharti airtel ltd
5.1%icici bank ltd
4.7%hdfc bank ltd
3.5%fortis healthcare ltd
2.8%Allocation by Sector
financial services
28.8%consumer cyclical
18.7%technology
11.2%basic materials
9.2%healthcare
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
Aditya Birla Sun Life Special Opportunities Fund (G) Review
Aditya Birla Sun Life Special Opportunities Fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 22.1% over a period of 3 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Chanchal Khandelwal, Dhaval Joshi.
Nav of Aditya Birla Sun Life Special Opportunities Fund (G) as of 12/5/2023 is ₹18.67 with the total AUM as of 12/6/2023 is ₹631.378. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Special Opportunities Fund (G) was launched on Oct 23, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Special Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Special Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Aditya Birla Sun Life Special Opportunities Fund (G) is rated as a 0 fund in Equity and delivered 16% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Special Opportunities Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Special Opportunities Fund (G)?
How to invest in Aditya Birla Sun Life Special Opportunities Fund (G)?
You can invest in Aditya Birla Sun Life Special Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Special Opportunities Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Special Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Special Opportunities Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Special Opportunities Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Special Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Special Opportunities Fund (G)?
The expense ratio of the Aditya Birla Sun Life Special Opportunities Fund (G) is 2.39% for regular plan.