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

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  • 0.58 %Nav, as on 29-07-2025

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  • Net Change on 29-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 4.86 26.41 32.47 0.61 29,462.53
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 1.90 32.80 30.85 0.49 7,199.55
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 -2.63 27.65 29.84 0.72 6,760.92
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -1.12 14.82 18.43 1.33 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -10.73 32.89 32.13 0.53 5,687.15

Fund Holdings as on 30-June-2025

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Fortis Healthcare Limited

  • ICICI Lombard General Insurance Company Limited

  • Axis Bank Limited

  • HDFC Bank Limited

  • Shriram Finance Ltd

  • Grasim Industries Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finserv Limited

  • Sobha Limited

  • Vedanta Limited

  • Tech Mahindra Limited

  • CEAT Limited

  • Reliance Industries Limited

  • Tata Consumer Products Limited

  • Sun Pharmaceutical Industries Limited

  • Tbo Tek Ltd

  • Tata Motors Limited

  • Eternal Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Ather Energy Ltd

  • Ambuja Cements Limited

  • PNC Infratech Limited

  • Hindalco Industries Limited

  • SAMHI Hotels Ltd

  • Navin Fluorine International Limited

  • United Breweries Limited

  • Clearing Corporation of India Limited

  • VRL Logistics Limited

  • Coforge Limited

  • RBL Bank Limited

  • Biocon Limited

  • K.P.R. Mill Limited

  • IndusInd Bank Limited

  • Bharat Forge Limited

  • Varun Beverages Limited

  • Premier Energies Ltd

  • Safari Industries India Ltd

  • State Bank of India

  • Glenmark Pharmaceuticals Limited

  • Jindal Steel & Power Limited

  • Onesource Speciality Pharma Ltd

  • Atul Limited

  • The Ramco Cements Limited

  • Inventurus Knowledge Solutions Ltd

  • United Spirits Limited

  • Aarti Industries Limited

  • Kaynes Technology India Ltd

  • Power Mech Projects Limited

  • Granules India Limited

  • AIA Engineering Limited

  • Pitti Engineering Ltd

  • Torrent Power Limited

  • Aditya Birla Lifestyle Brands Ltd

  • Wipro Limited

  • Carborundum Universal Limited

  • Orient Electric Ltd.

  • Hero MotoCorp Limited

  • Sonata Software Limited

  • Aditya Birla Fashion and Retail Limited

  • Adani Ports and Special Economic Zone Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Chemicals

  • Hospital & Healthcare Services

  • Insurance

  • Cement & Construction Materials

  • Finance - NBFC

  • Diversified

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Tyres & Allied

  • Tea/Coffee

  • Refineries

  • Electronics - Components

  • Automobiles-Trucks/Lcv

  • Travel Services

  • e-Commerce

  • Finance - Asset Management

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Logistics

  • Textile

  • Retailing

  • Forgings

  • Consumer Food

  • Household & Personal Products

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • BPO/ITeS

  • Castings/Forgings

  • Engineering

  • Power Generation/Distribution

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Port

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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 ₹811.98 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended up ₹0.15(0.58%)yesterday to ₹26.17.

Among its top 3 holdings the fund has exposure to Bharti Airtel Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Dhaval Gala and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111