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

Other Plans and Options
  • (-2.87%)Nav, as on 19-03-2026

  • Previous Nav

  • Net Change on 19-03-2026

  • 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
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth -6.86 -6.15 13.97 20.14 15.41 18.24
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.)
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Oct 23, 2020 13.97 20.14 15.41 2.32 944.40
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 9.66 21.97 21.94 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 10.71 21.06 17.84 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.76 25.95 19.06 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 15.67 24.39 20.74 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 22.31 31.64 26.92 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Clearing Corporation of India Limited

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Aditya Infotech Ltd

  • Infosys Limited

  • Shriram Finance Ltd

  • Bank of Maharashtra

  • Vedanta Limited

  • Axis Bank Limited

  • Kotak Mahindra Bank Limited

  • Indus Towers Limited

  • Mahindra & Mahindra Limited

  • Billionbrains Garage Ventures Ltd

  • RBL Bank Limited

  • Navin Fluorine International Limited

  • Bajaj Finserv Limited

  • ICICI Lombard General Insurance Company Limited

  • Tata Consumer Products Limited

  • Fortis Healthcare Limited

  • HDFC Bank Limited

  • Sobha Limited

  • CEAT Limited

  • Swiggy Ltd

  • Reliance Industries Limited

  • Ujjivan Small Finance Bank Limited

  • Tech Mahindra Limited

  • Eternal Limited

  • Physicswallah Ltd

  • Atul Limited

  • Tbo Tek Ltd

  • Biocon Limited

  • Ambuja Cements Limited

  • Tata Motors Limited

  • AMAGI MEDIA LABS LTD

  • UTI ASSET MANAGEMENT COMPANY Limited

  • United Spirits Limited

  • Jindal Steel & Power Limited

  • IndusInd Bank Limited

  • VRL Logistics Limited

  • Vishal Mega Mart Ltd

  • Hindalco Industries Limited

  • Grasim Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Dabur India Limited

  • SAMHI Hotels Ltd

  • L G Electronics India Ltd

  • PNC Infratech Limited

  • Varun Beverages Limited

  • Tata Motors Passenger Vehicles Limited

  • Onesource Speciality Pharma Ltd

  • AIA Engineering Limited

  • K.P.R. Mill Limited

  • Safari Industries India Ltd

  • Rategain Travel Technologies Limited

  • Stylam Industries Ltd

  • Inventurus Knowledge Solutions Ltd

  • Coforge Limited

  • Hero MotoCorp Limited

  • Pitti Engineering Ltd

  • ICICI Prudential Mutual Fund

  • Bluestone Jewellery And Lifestyle Ltd

  • MEESHO LTD

  • Carborundum Universal Limited

  • Orient Electric Ltd.

  • MphasiS Limited

  • Power Mech Projects Limited

  • Net Receivables / (Payables)

View More

  • Bank - Private

  • Telecommunication - Service Provider

  • IT - Software

  • Miscellaneous

  • Trading

  • Metal - Non Ferrous

  • e-Commerce

  • Chemicals

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Automobiles - Passenger Cars

  • Fintech

  • Finance - Investment

  • Insurance

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Finance - Asset Management

  • Construction - Real Estate

  • Tyres & Allied

  • Refineries

  • Educational Institutions

  • Travel Services

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Logistics

  • Retailing

  • Diversified

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Castings/Forgings

  • Textile

  • Laminates/Decoratives

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Abrasives

View More

  • 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 ₹944.40 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 ₹-0.71(-2.87%)yesterday to ₹24.01.

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 Dhaval Gala .

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