• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Special Opportunities Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Special Opportunities Fund (Growth)

EquitySectoral / Thematic - Special Situations

14.75

NAV (Jan 30)

18.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.75

NAV (Jan 30)

Fund Returns

Last 1Y

-3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

18.5%

6 Month CAGR

1.7%

Scheme Information

Investment Objective

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

2.52

Launched (3y ago)

Oct 23, 2020

AUM in Crores

649.369

ISIN

INF209KB1T46

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Chanchal Khandelwal

Fund Manager

Vinod Bhat

Fund Manager

Anil Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Special Opportunities Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-30

Top Stock Holdings

icici bank ltd

8.9%
8.9%

infosys ltd

5.9%
5.9%

bharti airtel ltd

4.4%
4.4%

hdfc bank ltd

3.7%
3.7%

tata steel ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

31.1%
31.1%

basic materials

13%
13%

consumer cyclical

11%
11%

healthcare

9.4%
9.4%

technology

8.7%
8.7%
See all sectors

Compare Aditya Birla Sun Life Special Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 232,204 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.5%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    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 18.5% over a period of 2 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Anil Shah, Chanchal Khandelwal, Vinod Bhat.

    Nav of Aditya Birla Sun Life Special Opportunities Fund (G) as of 1/30/2023 is ₹14.75 with the total AUM as of 1/30/2023 is ₹649.369. 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 -3% 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)?

    Aditya Birla Sun Life Special Opportunities Fund (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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 2.52% for regular plan.