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

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 -2.10 2.99 69.12 11.24 14.80 10.43

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- REGULAR PLAN - Growth Jan 01, 1991 59.31 11.61 12.58 2.21 3,518.07
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 51.11 11.24 15.37 2.20 1,937.02
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 75.64 10.15 12.79 2.51 1,795.16
Sundaram Rural and Consumption Regular Growth May 12, 2006 46.07 4.23 12.35 2.26 1,336
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 114.30 27.25 20.55 2.41 1,160.97

Fund Holdings as on 31-March-2021

  • Clearing Corporation of India Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Dr. Reddys Laboratories Limited

  • Bharti Airtel Limited

  • Phoenix Mills Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Crompton Greaves Consumer Electricals Limited

  • Hindalco Industries Limited

  • Bajaj Finserv Limited

  • HDFC Bank Limited

  • Tata Power Company Limited

  • Tata Consumer Products Limited

  • Cipla Limited

  • Tata Steel Limited

  • Voltas Limited

  • Sun Pharmaceutical Industries Limited

  • Atul Limited

  • ICICI Lombard General Insurance Company Limited

  • Sun TV Network Limited

  • J.K. Lakshmi Cement Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • AU Small Finance Bank Limited

  • Reliance Industries Limited

  • Birlasoft Limited

  • Apollo Hospitals Enterprise Limited

  • Bharat Forge Limited

  • United Spirits Limited

  • Aarti Industries Limited

  • PI Industries Litmited

  • Shree Cement Limited

  • AIA Engineering Limited

  • Zee Entertainment Enterprises Limited

  • United Breweries Limited

  • Exide Industries Limited

  • MphasiS Limited

  • Just Dial Limited

  • Strides Pharma Science Limited

  • State Bank of India

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Finance - Investment

  • Chemicals

  • Cement & Construction Materials

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Consumer Food

  • Steel & Iron Products

  • Breweries & Distilleries

  • Air Conditioners

  • Insurance

  • Travel Services

  • Refineries

  • Hospital & Healthcare Services

  • Forgings

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Batteries

  • Bank - Public

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Fund Manager

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  • 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 ₹558.86 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 up ₹0.02(0.16%)yesterday to ₹12.25.

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