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

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  • Net Change on 17-05-2024

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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 3.23 4.55 37.28 19.66 19.14 12.29

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 49.30 29.97 26.10 0.59 19,072.35
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 30.27 17.45 16.86 1.31 5,422.46
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 70.03 32.41 28.10 0.69 3,882.89
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 77.95 32.07 27.15 0.65 3,459.54
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 60.44 31.29 24.27 0.79 3,279.66

Fund Holdings as on 30-April-2024

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Tata Motors Limited

  • Sun Pharmaceutical Industries Limited

  • HDFC Bank Limited

  • Sobha Limited

  • Shriram Finance Ltd

  • Fortis Healthcare Limited

  • Bharat Forge Limited

  • Zomato Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Tata Consumer Products Limited

  • Bajaj Finserv Limited

  • State Bank of India

  • Ambuja Cements Limited

  • Kalpataru Projects International Ltd.

  • Mahindra & Mahindra Limited

  • Container Corporation of India Limited

  • Strides Pharma Science Limited

  • Coforge Limited

  • IndusInd Bank Limited

  • Manappuram Finance Limited

  • United Spirits Limited

  • Aditya Birla Fashion and Retail Limited

  • United Breweries Limited

  • Hindalco Industries Limited

  • Aarti Industries Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Max Financial Services Limited

  • ICICI Lombard General Insurance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • RBL Bank Limited

  • Grasim Industries Limited

  • Apollo Hospitals Enterprise Limited

  • SAMHI Hotels Ltd

  • Eicher Motors Limited

  • Hero MotoCorp Limited

  • Carborundum Universal Limited

  • MphasiS Limited

  • Tech Mahindra Limited

  • Clearing Corporation of India Limited

  • AIA Engineering Limited

  • Safari Industries India Ltd

  • K.P.R. Mill Limited

  • CEAT Limited

  • FSN E-Commerce Ventures Limited

  • Bajaj Finance Limited

  • Atul Limited

  • The Ramco Cements Limited

  • Sundram Fasteners Limited

  • Coal India Limited

  • Marico Limited

  • Wipro Limited

  • PNC Infratech Limited

  • Orient Electric Ltd.

  • Power Mech Projects Limited

  • Zee Entertainment Enterprises Limited

  • Steel Strips Wheels Ltd

  • Grasim Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Miscellaneous

  • Breweries & Distilleries

  • e-Commerce

  • Engineering - Construction

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Chemicals

  • Forgings

  • Refineries

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Bank - Public

  • Automobiles - Passenger Cars

  • Logistics

  • Retailing

  • Metal - Non Ferrous

  • Finance - Asset Management

  • Finance - Others

  • Insurance

  • Diversified

  • Hotel, Resort & Restaurants

  • Abrasives

  • Castings/Forgings

  • Household & Personal Products

  • Textile

  • Tyres & Allied

  • Fasteners

  • Mining & Minerals

  • Consumer Food

  • TV Broadcasting & Software Production

  • Auto Ancillary

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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 ₹730.66 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 ₹0.26(1.16%)yesterday to ₹22.65.

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 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