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Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Special-Opportunities
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
EquityBenchmark · BSE 500 TRITER · 2.20%Inception · 23-10-2020
NAV
₹28.33
+0.99% · as of 10-07-2026
Since inception
19.92%
CAGR
Benchmark (inception)
12.17%
CAGR
Fund size
₹1,072 Cr
AUM
Expense ratio
2.20%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +19.92% CAGR vs benchmark +12.17%.
Portfolio
Where the money is invested
Top holdings
Aditya Infotech Limited6.36%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.86%
Shriram Finance Limited3.59%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.51%
BANK OF MAHARASHTRA EQ2.83%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.64%
Billionbrains Garage Ventures Ltd.2.59%
INFOSYS LIMITED EQ FV RS 52.54%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-1.97%
Kotak Mahindra Bank Limited1.90%
Sector allocation
Financial Services26.84%
Consumer Services8.46%
Information Technology8.31%
Capital Goods8.22%
Telecommunication6.71%
Automobile and Auto Components6.06%
Healthcare5.79%
Fast Moving Consumer Goods5.61%
Metals & Mining4.54%
Chemicals3.19%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 19.9% p.a.₹10,000
10 years
Projected value
₹38,03,851
Invested: ₹12,00,000
Gained: ₹26,03,851
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Dhaval Gala
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148537
ISIN (Growth)
INF209KB1T46
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Special-Opportunities funds
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