Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 - TRI 2.34 14.67 37.49 12.72 16.61 10.73

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-January-2021

  • Clearing Corporation of India Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Dr. Reddys Laboratories Limited

  • Kotak Mahindra Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bajaj Finance Limited

  • Phoenix Mills Limited

  • Bajaj Finserv Limited

  • HDFC Bank Limited

  • Hindalco Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Cipla Limited

  • Tata Consumer Products Limited

  • Voltas Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Power Company Limited

  • Sun TV Network Limited

  • ICICI Lombard General Insurance Company Limited

  • Atul Limited

  • Birlasoft Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • United Spirits Limited

  • Reliance Industries Limited

  • J.K. Lakshmi Cement Limited

  • Zee Entertainment Enterprises Limited

  • United Breweries Limited

  • PI Industries Litmited

  • Aarti Industries Limited

  • Exide Industries Limited

  • Shree Cement Limited

  • MphasiS Limited

  • Just Dial Limited

  • Strides Pharma Science Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Construction - Real Estate

  • Finance - Investment

  • TV Broadcasting & Software Production

  • Chemicals

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Consumer Food

  • Cement & Construction Materials

  • Air Conditioners

  • Power Generation/Distribution

  • Insurance

  • Travel Services

  • Refineries

  • Pesticides & Agrochemicals

  • Batteries

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Fund Manager

  • Cash

  • Equity

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹512.67 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended down ₹-0.15(-1.18%)yesterday to ₹12.57.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Anil Shah and Chanchal Khandelwal.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111