• 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

21.44

NAV (May 29)

23.7%
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

21.44

NAV (May 29)

Fund Returns

Last 1Y
41.3%
Last 3Y
17.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
23.7%
6 Month CAGR
20%

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
2.4
Launched (4y ago)
Oct 23, 2020
AUM in Crores
730.662
ISIN
INF209KB1T46
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
0
Beta (3yr)
0.99
Beta (5yr)
0
Sharpe Ratio (3yr)
0.951
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Chanchal Khandelwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Special Opportunities Fund (Growth)70%11,40,470 4,07,85817.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

bharti airtel ltd

6.4%
6.4%

icici bank ltd

5.2%
5.2%

infosys ltd

5%
5%

tata motors ltd class a

3.3%
3.3%

sun pharmaceuticals industries ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

26.5%
26.5%

consumer cyclical

21.5%
21.5%

technology

9.5%
9.5%

healthcare

8.6%
8.6%

basic materials

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 369,909 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.8%

7.4%

5.9%

6.8%

5.8%

7.3%

5.9%

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 23.7% 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 5/29/2024 is ₹21.44 with the total AUM as of 5/30/2024 is ₹730.662. 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 41.3% 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 2.4% for regular plan.