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

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  • (-1.3%)Nav, as on 08-08-2025

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  • Net Change on 08-08-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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
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.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 3.82 24.00 31.67 0.61 29,718.06
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 2.32 30.99 30.01 0.49 7,375.63
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 -2.22 25.79 28.93 0.72 6,602.43
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 0.11 12.94 18.01 1.33 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -10.31 30.85 32.00 0.53 5,418.32

Fund Holdings as on 31-July-2025

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Fortis Healthcare Limited

  • ICICI Lombard General Insurance Company Limited

  • Sobha Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Clearing Corporation of India Limited

  • HDFC Bank Limited

  • Shriram Finance Ltd

  • Aditya Infotech Ltd

  • Bajaj Finserv Limited

  • Eternal Limited

  • Sun Pharmaceutical Industries Limited

  • Vedanta Limited

  • Tata Consumer Products Limited

  • Reliance Industries Limited

  • Tech Mahindra Limited

  • CEAT Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Ather Energy Ltd

  • Tbo Tek Ltd

  • Tata Motors Limited

  • Grasim Industries Limited

  • VRL Logistics Limited

  • Ambuja Cements Limited

  • PNC Infratech Limited

  • Navin Fluorine International Limited

  • SAMHI Hotels Ltd

  • Hindalco Industries Limited

  • United Breweries Limited

  • Biocon Limited

  • RBL Bank Limited

  • Wipro Limited

  • Varun Beverages Limited

  • K.P.R. Mill Limited

  • Coforge Limited

  • Safari Industries India Ltd

  • The Ramco Cements Limited

  • IndusInd Bank Limited

  • State Bank of India

  • Jindal Steel & Power Limited

  • Bharat Forge Limited

  • Inventurus Knowledge Solutions Ltd

  • Kaynes Technology India Ltd

  • Onesource Speciality Pharma Ltd

  • United Spirits Limited

  • Atul Limited

  • Granules India Limited

  • Power Mech Projects Limited

  • Aarti Industries Limited

  • AIA Engineering Limited

  • Pitti Engineering Ltd

  • Torrent Power Limited

  • Aditya Birla Lifestyle Brands Ltd

  • Carborundum Universal Limited

  • Hero MotoCorp Limited

  • Orient Electric Ltd.

  • Aditya Birla Fashion and Retail Limited

  • Adani Ports and Special Economic Zone Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Chemicals

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Insurance

  • Miscellaneous

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Breweries & Distilleries

  • Finance - Investment

  • Trading

  • e-Commerce

  • Tea/Coffee

  • Refineries

  • Tyres & Allied

  • Finance - Asset Management

  • Travel Services

  • Automobiles-Trucks/Lcv

  • Diversified

  • Logistics

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Textile

  • Retailing

  • Household & Personal Products

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Forgings

  • BPO/ITeS

  • Electronics - Components

  • Castings/Forgings

  • Engineering

  • Power Generation/Distribution

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Port

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Fund Manager

  • 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 ₹800.50 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 down ₹-0.34(-1.3%)yesterday to ₹25.82.

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 and Dhaval Joshi.

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