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

  • Previous Nav

  • Net Change on 22-01-2021

  • PersonalFN Rating

  • 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
S&P BSE 500 - TRI 7.17 21.97 20.97 8.13 15.35 10.32

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

Peer Fund Comparison

Fund Holdings as on 31-December-2020

  • Clearing Corporation of India Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Dr. Reddys Laboratories Limited

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Phoenix Mills Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bajaj Finserv Limited

  • Hindalco Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • HDFC Bank Limited

  • Cipla Limited

  • Tata Consumer Products Limited

  • Apollo Hospitals Enterprise Limited

  • Sun Pharmaceutical Industries Limited

  • Voltas Limited

  • Atul Limited

  • Tata Power Company Limited

  • Reliance Industries Limited

  • Birlasoft Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • J.K. Lakshmi Cement Limited

  • United Spirits Limited

  • PI Industries Litmited

  • Aarti Industries Limited

  • United Breweries Limited

  • Exide Industries Limited

  • Shree Cement Limited

  • MphasiS Limited

  • Just Dial Limited

  • Strides Pharma Science Limited

  • Net Receivables / (Payables)

View More
  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Metal - Non Ferrous

  • Chemicals

  • Insurance

  • Consumer Food

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Air Conditioners

  • Power Generation/Distribution

  • Refineries

  • Travel Services

  • Pesticides & Agrochemicals

  • Batteries

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹511.85 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 ₹-0.16(-1.33%)yesterday to ₹11.91.

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