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

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  • Net Change on 22-10-2021

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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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 2.74 12.89 60.02 23.14 16.86 11.95

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 56.64 23.76 15.86 1.29 4,309.54
Tata Digital India Fund-Direct Plan-Growth Dec 28, 2015 86.62 41.42 34.03 0.45 3,468.96
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 81.74 41.38 32.39 1.02 2,535.76
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 62.07 25.54 17.81 1.04 2,488.70
Sundaram Rural and Consumption Fund - Direct Plan - Growth Option Jan 02, 2013 45.09 16.92 11.40 1.24 1,301.12

Fund Holdings as on 30-September-2021

  • Infosys Limited

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Bharti Airtel Limited

  • Dr. Reddys Laboratories Limited

  • Bajaj Finance Limited

  • Bajaj Finserv Limited

  • Hindalco Industries Limited

  • Phoenix Mills Limited

  • Kotak Mahindra Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Tata Power Company Limited

  • Tata Steel Limited

  • Tata Consumer Products Limited

  • HDFC Bank Limited

  • Cipla Limited

  • Voltas Limited

  • Sun Pharmaceutical Industries Limited

  • Aarti Industries Limited

  • Atul Limited

  • J.K. Lakshmi Cement Limited

  • Birlasoft Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • ICICI Lombard General Insurance Company Limited

  • United Spirits Limited

  • Shree Cement Limited

  • Solara Active Pharma Sciences Limited

  • Sun TV Network Limited

  • Reliance Industries Limited

  • Bharat Forge Limited

  • United Breweries Limited

  • PI Industries Litmited

  • MphasiS Limited

  • AU Small Finance Bank Limited

  • Zee Entertainment Enterprises Limited

  • Shriram Transport Finance Company Limited

  • State Bank of India

  • Just Dial Limited

  • AIA Engineering Limited

  • Apollo Hospitals Enterprise Limited

  • Exide Industries Limited

  • Net Receivables / (Payables)

  • Strides Pharma Science Limited

  • Bharti Airtel Limited

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Finance - Investment

  • Metal - Non Ferrous

  • Construction - Real Estate

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Steel & Iron Products

  • TV Broadcasting & Software Production

  • Tea/Coffee

  • Air Conditioners

  • Travel Services

  • Insurance

  • Refineries

  • Forgings

  • Pesticides & Agrochemicals

  • Bank - Public

  • Engineering - Industrial Equipments

  • Batteries

  • Hospital & Healthcare Services

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹733.27 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended down ₹-0.11(-0.67%)yesterday to ₹16.37.

Among its top 3 holdings the fund has exposure to Infosys 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