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Aditya Birla Sun Life Special Opportunities Fund Direct Growth
+21.00%
3Y annualised
+0.58% 1D
NAV: 20 Mar '26
₹26.04
Min. for SIP
₹100
Fund size
₹944.40 Cr
Expense ratio
1.29%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,325 | -5.58% | |
| 1 year | ₹60,000 | ₹58,950 | -1.75% | |
| 3 years | ₹1,80,000 | ₹2,09,394 | +16.33% | |
| 5 years | ₹3,00,000 | ₹4,14,452 | +38.15% |
Holdings (65)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 5.67% |
| ICICI Bank Ltd. | Financial | Equity | 4.38% |
| Aditya Infotech Ltd. | Communication | Equity | 4.20% |
| Infosys Ltd. | Technology | Equity | 3.24% |
| Shriram Finance Ltd | Financial | Equity | 3.22% |
| Bank of Maharashtra | Financial | Equity | 3.03% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.86% |
| Axis Bank Ltd. | Financial | Equity | 2.64% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.34% |
| Indus Towers Ltd. | Communication | Equity | 2.17% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.16% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 2.10% |
| RBL Bank Ltd. | Financial | Equity | 1.97% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.97% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.87% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.79% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.77% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.71% |
| HDFC Bank Ltd. | Financial | Equity | 1.67% |
| Sobha Ltd. | Construction | Equity | 1.64% |
| Ceat Ltd. | Automobile | Equity | 1.62% |
| Swiggy Ltd. | Services | Equity | 1.59% |
| Reliance Industries Ltd. | Energy | Equity | 1.58% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.49% |
| Tech Mahindra Ltd. | Technology | Equity | 1.44% |
| Eternal Ltd. | Services | Equity | 1.41% |
| Physicswallah Ltd. | Services | Equity | 1.39% |
| Atul Ltd. | Chemicals | Equity | 1.35% |
| TBO Tek Ltd. | Services | Equity | 1.34% |
| Biocon Ltd. | Healthcare | Equity | 1.31% |
| Ambuja Cements Ltd. | Construction | Equity | 1.19% |
| Tata Motors Ltd. | Automobile | Equity | 1.13% |
| Amagi Media Labs Ltd. | Technology | Equity | 1.12% |
| UTI Asset Management Company Ltd. | Financial | Equity | 1.12% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.10% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.05% |
| Indusind Bank Ltd. | Financial | Equity | 1.01% |
| VRL Logistics Ltd. | Services | Equity | 0.99% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.98% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.98% |
| Grasim Industries Ltd. | Construction | Equity | 0.97% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.95% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.93% |
| SAMHI Hotels Ltd. | Services | Equity | 0.93% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| PNC Infratech Ltd. | Construction | Equity | 0.88% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.88% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.85% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.81% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.79% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.76% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.73% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 0.71% |
| Stylam Industries Ltd. | Consumer Staples | Equity | 0.68% |
| Inventurus Knowledge Solutions Ltd. | Services | Equity | 0.66% |
| Coforge Ltd. | Technology | Equity | 0.63% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.60% |
| Pitti Engineering Ltd. | Capital Goods | Equity | 0.60% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.53% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.46% |
| Meesho Ltd. | Services | Equity | 0.46% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.44% |
| Orient Electric Ltd. | Consumer Discretionary | Equity | 0.39% |
| Mphasis Ltd. | Technology | Equity | 0.36% |
| Power Mech Projects Ltd. | Construction | Equity | 0.30% |
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 | +10.5% | +21.0% | +16.1% | +19.4% |
| Category average (Equity Thematic) | +1.7% | +16.0% | +17.9% | -- |
| Rank (Equity Thematic) | 9 | 2 | 3 | -- |
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 ₹4,35,493 Cr and the Latest NAV as of 20 Mar 2026 is ₹26.04.
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₹4,35,493.48 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,