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

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  • Net Change on 04-12-2023

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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 8.47 7.33 16.22 20.26 16.55 11.69

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 15.62 17.71 15.50 1.32 4,879.42
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 16.68 21.18 18.03 0.88 1,882.67
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 35.48 31.57 21.55 1.24 1,516.92
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 40.37 26.35 20.98 1.28 1,489.72
HDFC Housing Opportunities Fund - Growth Option - Direct Plan Dec 06, 2017 32.05 27.47 16.97 1.25 1,152.58

Fund Holdings as on 31-October-2023

  • Infosys Limited

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Fortis Healthcare Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Motors Limited

  • Tata Consumer Products Limited

  • Tata Steel Limited

  • Bajaj Finserv Limited

  • Bajaj Finance Limited

  • Bharat Forge Limited

  • Hero MotoCorp Limited

  • Axis Bank Limited

  • Shriram Finance Ltd

  • United Spirits Limited

  • Reliance Industries Limited

  • Coforge Limited

  • Crompton Greaves Consumer Electricals Limited

  • IndusInd Bank Limited

  • Phoenix Mills Limited

  • RBL Bank Limited

  • Container Corporation of India Limited

  • IDFC First Bank Limited

  • Apollo Hospitals Enterprise Limited

  • Zomato Limited

  • State Bank of India

  • Sobha Limited

  • Ambuja Cements Limited

  • Aditya Birla Fashion and Retail Limited

  • United Breweries Limited

  • Bajaj Electricals Limited

  • Mahindra & Mahindra Limited

  • Birlasoft Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Manappuram Finance Limited

  • ICICI Lombard General Insurance Company Limited

  • Hindalco Industries Limited

  • Kalpataru Projects International Ltd.

  • MphasiS Limited

  • Grasim Industries Limited

  • Clearing Corporation of India Limited

  • AIA Engineering Limited

  • Aarti Industries Limited

  • Strides Pharma Science Limited

  • Carborundum Universal Limited

  • Sundram Fasteners Limited

  • Atul Limited

  • Zee Entertainment Enterprises Limited

  • Sai Silks Kalamandir Ltd

  • Marico Limited

  • Max Financial Services Limited

  • FSN E-Commerce Ventures Limited

  • The Ramco Cements Limited

  • Orient Electric Ltd.

  • Wipro Limited

  • One 97 Communications Limited

  • City Union Bank Limited

  • La Opala RG Limited

  • Steel Strips Wheels Ltd

  • NMDC Steel Ltd

  • Bajel Projects Ltd

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

  • Breweries & Distilleries

  • Construction - Real Estate

  • Miscellaneous

  • Steel & Iron Products

  • e-Commerce

  • Retailing

  • Tea/Coffee

  • Cement & Construction Materials

  • Finance - Investment

  • Forgings

  • Automobile Two & Three Wheelers

  • Chemicals

  • Refineries

  • Logistics

  • Bank - Public

  • Automobiles - Passenger Cars

  • Finance - Asset Management

  • Insurance

  • Metal - Non Ferrous

  • Engineering - Construction

  • Diversified

  • Castings/Forgings

  • Abrasives

  • Fasteners

  • TV Broadcasting & Software Production

  • Consumer Food

  • Finance - Others

  • Fintech

  • Glass

  • Auto Ancillary

  • Unspecified

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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 ₹631.38 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 up ₹0.3(1.56%)yesterday to ₹19.57.

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

The Aditya Birla Sun Life Special Opportunities Fund is managed by Chanchal Khandelwal .

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