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Aditya Birla Sun Life Special Opportunities Fund Direct Growth
Equity
Thematic
Very High Risk
+22.73%
3Y annualised
-1.31% 1D
NAV: 27 Feb '26
₹27.91
Min. for SIP
₹100
Fund size
₹918.86 Cr
Expense ratio
1.28%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,154 | +0.51% | |
| 1 year | ₹60,000 | ₹63,615 | +6.02% | |
| 3 years | ₹1,80,000 | ₹2,27,047 | +26.14% | |
| 5 years | ₹3,00,000 | ₹4,47,942 | +49.31% |
Holdings (65)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 6.11% |
| ICICI Bank Ltd. | Financial | Equity | 4.42% |
| Infosys Ltd. | Technology | Equity | 4.20% |
| Aditya Infotech Ltd. | Communication | Equity | 3.53% |
| Shriram Finance Ltd | Financial | Equity | 3.13% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 2.90% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.79% |
| Bank of Maharashtra | Financial | Equity | 2.72% |
| Axis Bank Ltd. | Financial | Equity | 2.68% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.36% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.24% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.97% |
| Tech Mahindra Ltd. | Technology | Equity | 1.90% |
| RBL Bank Ltd. | Financial | Equity | 1.90% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.88% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.81% |
| HDFC Bank Ltd. | Financial | Equity | 1.79% |
| Ceat Ltd. | Automobile | Equity | 1.78% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.76% |
| Sobha Ltd. | Construction | Equity | 1.75% |
| Swiggy Ltd. | Services | Equity | 1.68% |
| Reliance Industries Ltd. | Energy | Equity | 1.63% |
| Eternal Ltd. | Services | Equity | 1.61% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.59% |
| TBO Tek Ltd. | Services | Equity | 1.56% |
| Indus Towers Ltd. | Communication | Equity | 1.45% |
| Atul Ltd. | Chemicals | Equity | 1.29% |
| Biocon Ltd. | Healthcare | Equity | 1.26% |
| Ambuja Cements Ltd. | Construction | Equity | 1.25% |
| Physicswallah Ltd. | Services | Equity | 1.19% |
| UTI Asset Management Company Ltd. | Financial | Equity | 1.13% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.11% |
| Amagi Media Labs Ltd. | Technology | Equity | 1.11% |
| Tata Motors Ltd. | Automobile | Equity | 1.05% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.05% |
| Grasim Industries Ltd. | Construction | Equity | 1.00% |
| SAMHI Hotels Ltd. | Services | Equity | 0.99% |
| VRL Logistics Ltd. | Services | Equity | 0.99% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.98% |
| Indusind Bank Ltd. | Financial | Equity | 0.98% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 0.97% |
| PNC Infratech Ltd. | Construction | Equity | 0.95% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.94% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.94% |
| Coforge Ltd. | Technology | Equity | 0.90% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.90% |
| Granules India Ltd. | Healthcare | Equity | 0.85% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.85% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.85% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.84% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 0.84% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.80% |
| Inventurus Knowledge Solutions Ltd. | Services | Equity | 0.76% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.76% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.74% |
| Stylam Industries Ltd. | Consumer Staples | Equity | 0.70% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.60% |
| Pitti Engineering Ltd. | Capital Goods | Equity | 0.54% |
| Meesho Ltd. | Services | Equity | 0.52% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.52% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.48% |
| Mphasis Ltd. | Technology | Equity | 0.44% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.43% |
| Orient Electric Ltd. | Consumer Discretionary | Equity | 0.38% |
| Power Mech Projects Ltd. | Construction | Equity | 0.31% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +21.2% | +22.7% | +17.9% | +21.1% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 9 | 4 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
DGDhaval GalaOct 2024 - PresentView details
DG
Dhaval Gala
Oct 2024 - Present
View details
About Aditya Birla Sun Life Special Opportunities Fund Direct Growth
Aditya Birla Sun Life Special Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Dhaval Gala is the Current Fund Manager of Aditya Birla Sun Life Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,39,074 Cr and the Latest NAV as of 27 Feb 2026 is ₹27.91.
The Aditya Birla Sun Life Special Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 30 days.
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Investment Objective
The scheme seeks 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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,39,074.17 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,