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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 · 2.21%Inception · 23-10-2020
NAV
₹26.55
-0.30% · as of 29-05-2026
Since inception
18.98%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹1,030 Cr
AUM
Expense ratio
2.21%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +18.98% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.71%
Aditya Infotech Limited4.74%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.06%
Shriram Finance Limited3.99%
INFOSYS LIMITED EQ FV RS 53.30%
Clearing Corporation of India Limited3.04%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.87%
VEDANTA LIMITED EQ NEW RS.1/-2.77%
Bank of Maharashtra2.64%
Reverse Repo2.30%
Sector allocation
Financial Services28.26%
Information Technology8.13%
Telecommunication7.82%
Consumer Services7.70%
Capital Goods7.39%
Healthcare6.02%
Automobile and Auto Components5.81%
Metals & Mining4.77%
Fast Moving Consumer Goods4.27%
Chemicals3.43%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 19.0% p.a.₹10,000
10 years
Projected value
₹35,79,972
Invested: ₹12,00,000
Gained: ₹23,79,972
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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