Aditya Birla Sun Life Special Opportunities Fund Growth

Aditya Birla Sun Life Special Opportunities Fund Growth

+22.01%
3Y annualised
-0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Apr '26
₹25.89
Min. for SIP
₹100
Fund size (AUM)
₹890.12 Cr
Expense ratio
2.36%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,344
+1.15%
1 year₹60,000₹62,563
+4.27%
3 years₹1,80,000₹2,18,323
+21.29%
5 years₹3,00,000₹4,27,941
+42.65%

Holdings (67)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity5.71%
Aditya Infotech Ltd.CommunicationEquity4.74%
ICICI Bank Ltd.FinancialEquity4.06%
Shriram Finance LtdFinancialEquity3.99%
Infosys Ltd.TechnologyEquity3.30%
Axis Bank Ltd.FinancialEquity2.87%
Vedanta Ltd.Metals & MiningEquity2.77%
Bank of MaharashtraFinancialEquity2.64%
Indus Towers Ltd.CommunicationEquity2.11%
Kotak Mahindra Bank Ltd.FinancialEquity2.11%
Navin Fluorine International Ltd.ChemicalsEquity2.06%
Billionbrains Garage Ventures Ltd.FinancialEquity2.05%
Mahindra & Mahindra Ltd.AutomobileEquity1.99%
RBL Bank Ltd.FinancialEquity1.90%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.71%
Tata Consumer Products Ltd.Consumer StaplesEquity1.67%
Bajaj Finserv Ltd.FinancialEquity1.62%
Reliance Industries Ltd.EnergyEquity1.62%
Ceat Ltd.AutomobileEquity1.58%
Tech Mahindra Ltd.TechnologyEquity1.55%
Fortis Healthcare Ltd.HealthcareEquity1.53%
Physicswallah Ltd.ServicesEquity1.49%
Sobha Ltd.ConstructionEquity1.48%
HDFC Bank Ltd.FinancialEquity1.46%
Swiggy Ltd.ServicesEquity1.45%
Eternal Ltd.ServicesEquity1.39%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.37%
Atul Ltd.ChemicalsEquity1.37%
Biocon Ltd.HealthcareEquity1.28%
Anthem Biosciences Ltd.HealthcareEquity1.25%
TBO Tek Ltd.ServicesEquity1.23%
UTI Asset Management Company Ltd.FinancialEquity1.13%
United Spirits Ltd.Consumer StaplesEquity1.03%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.02%
Amagi Media Labs Ltd.TechnologyEquity1.02%
Ambuja Cements Ltd.ConstructionEquity1.01%
Jindal Steel Ltd.Metals & MiningEquity1.00%
Hindalco Industries Ltd.Metals & MiningEquity1.00%
SEDEMAC Mechatronics Ltd.Capital GoodsEquity0.97%
Onesource Specialty Pharma Ltd.HealthcareEquity0.94%
Grasim Industries Ltd.ConstructionEquity0.94%
Tata Motors Ltd.AutomobileEquity0.94%
Vishal Mega Mart Ltd.ServicesEquity0.93%
VRL Logistics Ltd.ServicesEquity0.88%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.87%
Indusind Bank Ltd.FinancialEquity0.85%
AIA Engineering Ltd.Metals & MiningEquity0.79%
Varun Beverages Ltd.Consumer StaplesEquity0.79%
Dabur India Ltd.Consumer StaplesEquity0.78%
SAMHI Hotels Ltd.ServicesEquity0.78%
K.P.R. Mill Ltd.TextilesEquity0.75%
PNC Infratech Ltd.ConstructionEquity0.72%
Stylam Industries Ltd.Consumer StaplesEquity0.70%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.70%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.67%
Coforge Ltd.TechnologyEquity0.63%
RateGain Travel Technologies Ltd.TechnologyEquity0.62%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity0.61%
Hero Motocorp Ltd.AutomobileEquity0.57%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity0.53%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.50%
Pitti Engineering Ltd.Capital GoodsEquity0.48%
Carborundum Universal Ltd.Metals & MiningEquity0.44%
Meesho Ltd.ServicesEquity0.43%
Orient Electric Ltd.Consumer DiscretionaryEquity0.35%
Mphasis Ltd.TechnologyEquity0.34%
Power Mech Projects Ltd.ConstructionEquity0.26%
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
Name1Y3Y5YAll
Fund returns+13.0%+22.0%+16.4%+19.1%
Category average (Equity Thematic)+1.7%+16.0%+17.9%--
Rank (Equity Thematic)1734--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

DG
Dhaval Gala
Oct 2024 - Present
View details

Education
Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

About Aditya Birla Sun Life Special Opportunities Fund Growth

Aditya Birla Sun Life Special Opportunities Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,86,321 Cr and the Latest NAV as of 24 Apr 2026 is ₹25.89. The Aditya Birla Sun Life Special Opportunities Fund 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. ;

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₹3,86,320.68 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
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,