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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 · 2.29%Inception · 23-10-2020
NAV
₹27.93
-0.04% · as of 12-10-2026
Since inception
18.70%
CAGR
Benchmark (inception)
11.84%
CAGR
Fund size
₹1,357 Cr
AUM
Expense ratio
2.29%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +18.70% CAGR vs benchmark +11.84%.
Portfolio
Where the money is invested
Top holdings
Aditya Infotech Limited7.35%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.53%
Shriram Finance Limited3.64%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.54%
BANK OF MAHARASHTRA EQ3.00%
Billionbrains Garage Ventures Ltd.2.61%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.54%
Vedanta Aluminium Metal Ltd.2.29%
Varun Beverages Ltd2.10%
INFOSYS LIMITED EQ FV RS 52.02%
Sector allocation
Financial Services27.90%
Capital Goods9.23%
Consumer Services8.98%
Automobile and Auto Components7.99%
Information Technology6.92%
Telecommunication6.04%
Fast Moving Consumer Goods5.70%
Healthcare5.68%
Metals & Mining4.75%
Chemicals3.02%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.7% p.a.₹10,000
10 years
Projected value
₹35,16,244
Invested: ₹12,00,000
Gained: ₹23,16,244
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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