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

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  • 1.02 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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  • 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
BSE 500 - TRI -3.84 -5.74 12.75 13.38 17.77 11.93
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 - Cumulative Option Jan 15, 2019 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • Bharti Airtel Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Clearing Corporation of India Limited

  • Sun Pharmaceutical Industries Limited

  • Fortis Healthcare Limited

  • Coforge Limited

  • HDFC Bank Limited

  • Mahindra & Mahindra Limited

  • Tech Mahindra Limited

  • Sobha Limited

  • Shriram Finance Ltd

  • Grasim Industries Limited

  • Zomato Limited

  • CEAT Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Tata Motors Limited

  • Max Financial Services Limited

  • Bajaj Finserv Limited

  • MphasiS Limited

  • Tata Consumer Products Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Vedanta Limited

  • Ambuja Cements Limited

  • The Ramco Cements Limited

  • United Breweries Limited

  • SAMHI Hotels Ltd

  • Aditya Birla Fashion and Retail Limited

  • Hindalco Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Safari Industries India Ltd

  • IndusInd Bank Limited

  • Inventurus Knowledge Solutions Ltd

  • VRL Logistics Limited

  • Navin Fluorine International Limited

  • Bharat Forge Limited

  • United Spirits Limited

  • K.P.R. Mill Limited

  • State Bank of India

  • Kalpataru Projects International Ltd.

  • Jindal Steel & Power Limited

  • Crompton Greaves Consumer Electricals Limited

  • Pitti Engineering Ltd

  • Glenmark Pharmaceuticals Limited

  • Atul Limited

  • AIA Engineering Limited

  • Carborundum Universal Limited

  • Torrent Power Limited

  • RBL Bank Limited

  • Wipro Limited

  • Aarti Industries Limited

  • Sonata Software Limited

  • Onesource Speciality Pharma Ltd

  • Sundram Fasteners Limited

  • Power Mech Projects Limited

  • Orient Electric Ltd.

  • Strides Pharma Science Limited

  • Hero MotoCorp Limited

  • Aptus Value Housing Finance India Ltd

  • WELSPUN CORP LIMITED

  • PNC Infratech Limited

  • Zee Entertainment Enterprises Limited

  • Premier Energies Ltd

  • Sobha Limited

  • Grasim Industries Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Chemicals

  • Miscellaneous

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Diversified

  • Finance - NBFC

  • Engineering - Construction

  • e-Commerce

  • Tyres & Allied

  • Finance - Asset Management

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • Finance - Investment

  • Tea/Coffee

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Hotel, Resort & Restaurants

  • Retailing

  • Insurance

  • Household & Personal Products

  • BPO/ITeS

  • Logistics

  • Forgings

  • Bank - Public

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Engineering

  • Castings/Forgings

  • Abrasives

  • Power Generation/Distribution

  • Fasteners

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Steel & Iron Products

  • TV Broadcasting & Software Production

  • Electronics - Components

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹759.48 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 up ₹0.23(1.02%)yesterday to ₹22.78.

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