AS
Anil ShahFund Manager Since 23 Oct 2020
EquityEquity - Other
Aditya Birla Sun Life Special Opportunities Fund Reg Growth
3Y Annualised
15.21%
-1.52% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.74%
-1.52% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 11 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹729.81 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0.01%
For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty Capital Market ETF
12.85%
2nd
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
3rd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
4th
HDFC NIFTY200 Momentum 30 ETF
6.44%
5th
HDFC Defence Fund Direct Payout Inc Dist cum Cap Wdrl
5.95%
314th
Aditya Birla Sun Life Special Opportunities Fund Reg Growth
1.74%
Fund Managers
CK
Chanchal KhandelwalFund Manager Since 23 Oct 2020
VB
Vinod BhatFund Manager Since 23 Oct 2020
About Aditya Birla Sun Life Special Opportunities Fund Reg Growth
Aditya Birla Sun Life Special Opportunities Fund Reg Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 4 years, having been launched on 2020-10-23. Aditya Birla Sun Life Special Opportunities Fund Reg Growth has ₹729.81 Cr worth of assets under management (AUM) as of Mon Apr 28 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Special Opportunities Fund Reg Growth as of Fri Apr 25 2025 is ₹22.74. The fund has an expense ratio of 2.42%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Special Opportunities Fund Reg Growth returns for the last 1 year are 7.06%. Since launch, it has delivered 20.01% average annual returns.
The Aditya Birla Sun Life Special Opportunities Fund Reg Growth has the majority of its money invested in Communication Services, Financial Services, Technology, Healthcare, Basic Materials sectors.
Top 5 Holdings of Aditya Birla Sun Life Special Opportunities Fund Reg Growth.
- Bharti Airtel Ltd: 7.36%
- ICICI Bank Ltd: 5.54%
- Infosys Ltd: 5.51%
- HDFC Bank Ltd: 2.67%
- Fortis Healthcare Ltd: 2.66%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2020-10-23 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Special Opportunities Fund Reg Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.73%
expense ratio
0.61%
fund size
₹631.60 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
17.49%
expense ratio
0.84%
fund size
₹5612.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.61%
expense ratio
1.02%
fund size
₹1377.21 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
12.83%
expense ratio
1.03%
fund size
₹14461.85 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2206.08 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
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What is the PE and PB ratio of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
What are the top 5 holdings of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
What are the top 3 sectors that Aditya Birla Sun Life Special Opportunities Fund Reg Growth has invested in?
Who is the manager of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
What is the exit load of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
How to Redeem Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
