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Home Mf Research Aditya Birla Sun Life Special Opportunities Fund Regular Plan Growth
Aditya Birla Sun Life Mutual Fund

Mutual Fund Research

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

Aditya Birla Sun Life Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,027.14 +2.71%
Two Week 2026-10-21 ₹1,000.00 ₹1,020.40 +2.04%
One Month 2026-10-05 ₹1,000.00 ₹1,002.86 +0.29%
Three Months 2026-08-06 ₹3,000.00 ₹2,951.84 -1.61%
Six Months 2026-05-08 ₹6,000.00 ₹6,058.39 +0.97%
One Year 2025-11-04 ₹12,000.00 ₹12,602.43 +5.02%
Three Year 2023-11-06 ₹36,000.00 ₹42,811.16 +18.92%
Five Year 2021-11-08 ₹60,000.00 ₹86,741.35 +44.57%
Since Inception 2020-10-23 ₹74,000.00 ₹116,386.15 +57.28%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 12.79%
Auto Components 10.18%
Industrial Manufacturing 9.37%
Retailing 7.27%
Other 6.42%
Finance 6.10%
IT - Software 5.33%
Telecom - Services 5.20%
Pharmaceuticals & Biotechnology 3.96%
Capital Markets 3.58%
Chemicals & Petrochemicals 2.64%
Non - Ferrous Metals 2.51%
Insurance 2.39%
Cement & Cement Products 1.94%
Automobiles 1.83%
Industrial Products 1.66%
Agricultural, Commercial & Construction Vehicles 1.60%
Beverages 1.54%
Food Products 1.41%
Textiles & Apparels 1.21%
Leisure Services 1.17%
Other Consumer Services 1.10%
Power 1.05%
Agricultural Food & Other Products 1.03%
Metals & Minerals Trading 1.00%
Petroleum Products 0.94%
IT - Services 0.92%
Healthcare Services 0.81%
Consumer Durables 0.70%
Realty 0.61%
Commercial Services & Supplies 0.56%
Transport Services 0.43%
Construction 0.39%
Financial Technology (Fintech) 0.37%

Top Holdings

Company-wise portfolio exposure

Aditya Infotech Ltd. 7.48%
Bharti Airtel Ltd. 3.69%
Meesho Ltd. 3.05%
Shriram Finance Ltd. 2.95%
ICICI Bank Ltd. 2.92%
SPR Auto Technologies Ltd. 2.57%
Union Bank of India 2.12%
Billionbrains Garage Ventures Ltd. 2.04%
Sedemac Mechatronics Ltd. 2.02%
Bank of Maharashtra 2.02%
Ujjivan Small Finance Bank Ltd. 2.01%
Axis Bank Ltd. 1.99%
Wheels India Ltd. 1.98%
Vedanta Aluminium Metal Ltd. 1.81%
Navin Fluorine International Ltd. 1.80%
RBL Bank Ltd. 1.73%
Carborundum Universal Ltd. 1.66%
Infosys Ltd. 1.61%
Tata Motors Ltd. 1.60%
Varun Beverages Ltd. 1.54%
Indus Towers Ltd. 1.51%
Coforge Ltd. 1.42%
Bikaji Foods International Ltd. 1.41%
Craftsman Automation Ltd. 1.41%
HDFC Life Insurance Company Ltd. 1.34%
SS Retail Ltd. 1.32%
Mahindra & Mahindra Ltd. 1.30%
Eternal Ltd. 1.27%
Five Star Business Finance Ltd. 1.22%
Ambuja Cements Ltd. 1.20%
TBO Tek Ltd. 1.17%
Belrise Industries Ltd. 1.16%
Biocon Ltd. 1.15%
Bajaj Finserv Ltd. 1.13%
Physicswallah Ltd. 1.10%
Ajanta Pharma Ltd. 1.09%
Anthem Biosciences Ltd. 1.08%
Pitti Engineering Ltd. 1.06%
Adani Energy Solutions Ltd. 1.05%
CEAT Ltd. 1.04%
ICICI Lombard General Insurance Company Ltd. 1.04%
Tata Consumer Products Ltd. 1.03%
Adani Enterprises Ltd. 1.00%
Reliance Industries Ltd. 0.94%
Tech Mahindra Ltd. 0.92%
Amagi Media Labs Ltd. 0.92%
Swiggy Ltd. 0.92%
SBI funds Management ltd. 0.84%
Atul Ltd. 0.83%
Lohia Corp Ltd. 0.83%
Fortis Healthcare Ltd. 0.81%
Piramal Finance Ltd. 0.80%
Rategain Travel Technologies Ltd. 0.79%
Grasim Industries Ltd. 0.74%
Aditya Vision Ltd. 0.72%
Stylam Industries Ltd. 0.70%
Hindalco Industries Ltd. 0.70%
UTI Asset Management Co. Ltd. 0.70%
K.P.R. Mill Ltd. 0.65%
Onesource Specialty Pharma Ltd. 0.64%
Sobha Ltd. 0.61%
Capillary Technologies India Ltd. 0.58%
Arvind Ltd. 0.56%
Rentomojo Ltd. 0.56%
Ather Energy Ltd. 0.52%
VRL Logistics Ltd. 0.43%
PNC Infratech Ltd. 0.39%
One 97 Communications Ltd. 0.37%
TREPS 6.73%
Margin amount for Derivative positions 0.37%
Net Receivable / Payable -0.68%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.20%
Return volatility
β
Beta
0.94
Benchmark sensitivity
S
Sharpe Ratio
0.78
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Aditya Birla Sun Life Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Plan - Growth 19.37% 20.89% 8.17%
Aditya Birla Sun Life Silver ETF - Regular Plan 17.75% 34.32% 23.89%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth 17.15% 18.78% 14.02%
Aditya Birla Sun Life Silver ETF Fund Of Fund - Regular Plan - Growth 15.78% 32.48% 22.80%
Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth 15.36% 27.89% 16.51%
Aditya Birla Sun Life Gold ETF - Regular Plan 13.38% 29.89% 22.50%
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth 13.11% 19.23% 18.87%
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth 12.45% 29.32% 9.82%
Aditya Birla Sun Life Nifty Healthcare ETF - Regular Plan 12.08% 21.22% 14.17%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 11.71% 19.05% 11.96%

Returns are historical and do not guarantee future performance.

View All Aditya Birla Sun Life Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.29%
Expense Ratio (Direct)
1.19%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

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.
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