Aditya Birla Sun Life Special Opportunities Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
1M
6M
1Y
All
NAV: 02 Feb 2023₹13.18
Min. SIP amountNot Supported
RatingNA
Fund size₹649.37Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns5.1%14.1%0.1%55.0%
Category averageNANA1.1%NA
Rank with in category503637NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.9%
Infosys Ltd.TechnologyEquity5.9%
Bharti Airtel Ltd.CommunicationEquity4.4%
HDFC Bank Ltd.FinancialEquity3.7%
Tata Steel Ltd.Metals & MiningEquity3.5%
The Phoenix Mills Ltd.ConstructionEquity3.1%
Sun Pharmaceutical Industries Ltd.HealthcareEquity2.9%
Kotak Mahindra Bank Ltd.FinancialEquity2.7%
State Bank of IndiaFinancialEquity2.6%
Bajaj Finance Ltd.FinancialEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 2.52%

Inclusive of GST

Exit load

1% for redemption within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anil Shah
Oct 2020 - Present
View details

Education
Mr.Shah is a B.com, CA and a cost accountant
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.
Also manages these schemes

Chanchal Khandelwal
Oct 2020 - Present
View details

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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