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

Other Plans and Options
  • 1.15 %Nav, as on 12-11-2025

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  • Net Change on 12-11-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth 2.52 7.47 10.39 18.38 19.82 20.84
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.)
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Oct 23, 2020 10.39 18.38 19.82 2.37 862.64
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 9.67 22.58 30.82 1.58 32,669.01
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 5.37 29.54 26.02 1.75 8,188.58
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 6.18 25.48 28.27 1.82 6,715.37
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 3.14 13.33 15.90 1.94 5,719.57
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 5.03 29.45 31.42 1.86 5,714.14

Fund Holdings as on 31-October-2025

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Aditya Infotech Ltd

  • Clearing Corporation of India Limited

  • Kotak Mahindra Bank Limited

  • Axis Bank Limited

  • Shriram Finance Ltd

  • Mahindra & Mahindra Limited

  • RBL Bank Limited

  • Vedanta Limited

  • Bajaj Finserv Limited

  • Sobha Limited

  • ICICI Lombard General Insurance Company Limited

  • Fortis Healthcare Limited

  • HDFC Bank Limited

  • CEAT Limited

  • Eternal Limited

  • Tata Consumer Products Limited

  • Reliance Industries Limited

  • Tbo Tek Ltd

  • Tech Mahindra Limited

  • Navin Fluorine International Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Ambuja Cements Limited

  • VRL Logistics Limited

  • PNC Infratech Limited

  • Grasim Industries Limited

  • SAMHI Hotels Ltd

  • Hindalco Industries Limited

  • Onesource Speciality Pharma Ltd

  • Swiggy Ltd

  • United Breweries Limited

  • Biocon Limited

  • Ather Energy Ltd

  • Wipro Limited

  • State Bank of India

  • L G Electronics India Ltd

  • Coforge Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Motors Passenger Vehicles Limited

  • Varun Beverages Limited

  • K.P.R. Mill Limited

  • Jindal Steel & Power Limited

  • Safari Industries India Ltd

  • Rategain Travel Technologies Limited

  • IndusInd Bank Limited

  • Granules India Limited

  • Inventurus Knowledge Solutions Ltd

  • Indus Towers Limited

  • United Spirits Limited

  • Bluestone Jewellery And Lifestyle Ltd

  • The Ramco Cements Limited

  • AIA Engineering Limited

  • Pitti Engineering Ltd

  • Atul Limited

  • Aarti Industries Limited

  • Torrent Power Limited

  • Hero MotoCorp Limited

  • Tata Motors Limited

  • Aditya Birla Lifestyle Brands Ltd

  • Power Mech Projects Limited

  • Carborundum Universal Limited

  • Orient Electric Ltd.

  • Adani Ports and Special Economic Zone Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Trading

  • Automobiles - Passenger Cars

  • Metal - Non Ferrous

  • Miscellaneous

  • e-Commerce

  • Chemicals

  • Finance - NBFC

  • Cement & Construction Materials

  • Finance - Investment

  • Construction - Real Estate

  • Insurance

  • Hospital & Healthcare Services

  • Tyres & Allied

  • Breweries & Distilleries

  • Tea/Coffee

  • Engineering - Construction

  • Refineries

  • Travel Services

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Consumer Durables - Domestic Appliances

  • Logistics

  • Diversified

  • Hotel, Resort & Restaurants

  • Bank - Public

  • Consumer Food

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Household & Personal Products

  • BPO/ITeS

  • Diamond & Jewellery

  • Castings/Forgings

  • Engineering

  • Power Generation/Distribution

  • Unspecified

  • Retailing

  • Abrasives

  • Port

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  • 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 ₹862.64 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 ₹0.3(1.15%)yesterday to ₹26.34.

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 .

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