Sectoral / thematic - special situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Historical NAV
₹ 16.27
NAV (Oct 26)
Fund Returns
Last 1Y
62.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
62.1%
6 Month CAGR
31.3%
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.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
About Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 62.1% over a period of 1 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Anil Shah, Chanchal Khandelwal
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk
The Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Oct 23, 2020. The NAV (Net Asset Value) of this Sectoral / Thematic - Special Situations Equity fund as of 2021-10-26 is ₹16.27. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹733.268. The category risk of the Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.44 % as expense ratio.
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings
The fund’s highest allocation is towards Equity and has invested 93.6% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , clearing corporation of india limited , bharti airtel ltd , dr reddy's laboratories ltd , bajaj finance ltd , bajaj finserv ltd , hindalco industries ltd , phoenix mills ltd , kotak mahindra bank ltd , crompton greaves consumer electricals ltd , tata power co ltd , tata steel ltd , tata consumer products ltd , hdfc bank ltd , cipla ltd , sun pharmaceuticals industries ltd , voltas ltd , aarti industries ltd , atul ltd , jk lakshmi cement ltd , birlasoft ltd , indian railway catering and tourism corp ltd , icici lombard general insurance co ltd , united spirits ltd , sun tv network ltd , solara active pharma sciences ltd ordinary shares , shree cement ltd , reliance industries ltd , bharat forge ltd , united breweries ltd , au small finance bank ltd , mphasis ltd , pi industries ltd , zee entertainment enterprises ltd , shriram transport finance co ltd , state bank of india , just dial ltd , aia engineering ltd , exide industries ltd , apollo hospitals enterprise ltd , net receivables / (payables) , strides pharma science ltd , bharti airtel limited
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon
This fund 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review
Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance.
As compared to the other funds in its category, Aditya Birla Sun Life Special Opportunities Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
