Aditya Birla Sun Life Special Opportunities Fund Growth

Aditya Birla Sun Life Special Opportunities Fund Growth

Equity
Thematic
Very High Risk
+20.29%
3Y annualised
-0.75% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan '26
₹26.47
Min. SIP amount
Not Supported
Fund size
₹912.54 Cr
Expense ratio
2.32%

Holdings (63)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity6.58%
ICICI Bank Ltd.FinancialEquity4.41%
Infosys Ltd.TechnologyEquity4.16%
Aditya Infotech Ltd.CommunicationEquity3.84%
Shriram Finance LtdFinancialEquity3.08%
Bank of MaharashtraFinancialEquity2.60%
Billionbrains Garage Ventures Ltd.FinancialEquity2.58%
Kotak Mahindra Bank Ltd.FinancialEquity2.57%
Axis Bank Ltd.FinancialEquity2.50%
Vedanta Ltd.Metals & MiningEquity2.49%
Mahindra & Mahindra Ltd.AutomobileEquity2.44%
Swiggy Ltd.ServicesEquity2.10%
RBL Bank Ltd.FinancialEquity2.02%
Bajaj Finserv Ltd.FinancialEquity1.98%
HDFC Bank Ltd.FinancialEquity1.93%
Tata Consumer Products Ltd.Consumer StaplesEquity1.91%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.91%
TBO Tek Ltd.ServicesEquity1.88%
Reliance Industries Ltd.EnergyEquity1.85%
Ceat Ltd.AutomobileEquity1.81%
Sobha Ltd.ConstructionEquity1.78%
Tech Mahindra Ltd.TechnologyEquity1.74%
Fortis Healthcare Ltd.HealthcareEquity1.66%
Eternal Ltd.ServicesEquity1.64%
Navin Fluorine International Ltd.ChemicalsEquity1.60%
Indus Towers Ltd.CommunicationEquity1.38%
Ambuja Cements Ltd.ConstructionEquity1.37%
Physicswallah Ltd.ServicesEquity1.33%
UTI Asset Management Company Ltd.FinancialEquity1.32%
Atul Ltd.ChemicalsEquity1.29%
United Spirits Ltd.Consumer StaplesEquity1.19%
Onesource Specialty Pharma Ltd.HealthcareEquity1.13%
PNC Infratech Ltd.ConstructionEquity1.10%
SAMHI Hotels Ltd.ServicesEquity1.08%
Grasim Industries Ltd.ConstructionEquity1.01%
VRL Logistics Ltd.ServicesEquity0.99%
Varun Beverages Ltd.Consumer StaplesEquity0.98%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.98%
Hindalco Industries Ltd.Metals & MiningEquity0.97%
Tata Motors Ltd.AutomobileEquity0.96%
RateGain Travel Technologies Ltd.TechnologyEquity0.96%
Indusind Bank Ltd.FinancialEquity0.95%
Dabur India Ltd.Consumer StaplesEquity0.94%
Jindal Steel Ltd.Metals & MiningEquity0.92%
Coforge Ltd.TechnologyEquity0.91%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity0.91%
Granules India Ltd.HealthcareEquity0.90%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.89%
AIA Engineering Ltd.Metals & MiningEquity0.86%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.85%
K.P.R. Mill Ltd.TextilesEquity0.83%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.82%
Stylam Industries Ltd.Consumer StaplesEquity0.71%
Hero Motocorp Ltd.AutomobileEquity0.63%
Pitti Engineering Ltd.Capital GoodsEquity0.56%
Meesho Ltd.ServicesEquity0.54%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity0.52%
Carborundum Universal Ltd.Metals & MiningEquity0.47%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.47%
Mphasis Ltd.TechnologyEquity0.45%
Orient Electric Ltd.Consumer DiscretionaryEquity0.38%
Power Mech Projects Ltd.ConstructionEquity0.34%
Wipro Ltd.TechnologyEquity0.29%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+16.1%+20.3%+17.1%+20.4%
Category average (Equity Thematic)+1.7%+16.0%+17.9%--
Rank (Equity Thematic)1539--

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

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 ₹4,30,736 Cr and the Latest NAV as of 19 Jan 2026 is ₹26.47. The Aditya Birla Sun Life Special Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹4,30,735.61 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,