How to Invest in Aditya Birla Sun Life Special Situations Fund Growth?

You can easily invest in Aditya Birla Sun Life Special Situations Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Aditya Birla Sun Life Special Situations Fund Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Aditya Birla Sun Life Special Situations Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Special Situations Fund Growth provide?

The Aditya Birla Sun Life Special Situations Fund Growth has been there from 31 Jan 2008 and the average annual returns provided by this fund is 15.78% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Special Situations Fund Growth?

The term Expense Ratio used for Aditya Birla Sun Life Special Situations Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Aditya Birla Sun Life Special Situations Fund Growth is 2.98% as of 13 Sep 2025...

What is the AUM of Aditya Birla Sun Life Special Situations Fund Growth?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Special Situations Fund Growth is ₹181.08Cr as of 13 Sep 2025.

How to Redeem Aditya Birla Sun Life Special Situations Fund Growth?

If you want to sell your Aditya Birla Sun Life Special Situations Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of Aditya Birla Sun Life Special Situations Fund Growth?

The NAV of Aditya Birla Sun Life Special Situations Fund Growth is ₹25.71 as of 18 May 2018.

What is the PE and PB ratio of Aditya Birla Sun Life Special Situations Fund Growth?

The PE ratio ratio of Aditya Birla Sun Life Special Situations Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Aditya Birla Sun Life Special Situations Fund Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="Aditya Birla Sun Life Special Situations Fund Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/birla_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/birla_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/birla_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Aditya Birla Sun Life Special Situations Fund Growth
Equity
Flexi Cap
High Risk
+14.27%
3Y annualised
-1.06% 1D
1M
6M
1Y
3Y
5Y
 NAV: 18 May 2018
₹25.71
Rating
4
Min. SIP amount
Not Supported
Fund size
₹181.08Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (52)NameSectorInstrumentAssets
Muthoot Capital Services Ltd.
FinancialEquity5.02%
ICICI Bank Ltd.
FinancialEquity5.00%
Yes Bank Ltd.
FinancialEquity4.68%
Indusind Bank Ltd.
FinancialEquity4.59%
Gujarat Alkalies & Chemicals Ltd.
ChemicalsEquity4.43%
HDFC Bank Ltd.
FinancialEquity4.29%
Infosys Ltd.
TechnologyEquity4.11%
ITC Ltd.
FMCGEquity3.88%
Maruti Suzuki India Ltd.
AutomobileEquity3.16%
Hindalco Industries Ltd.
MetalsEquity3.03%
Satin Creditcare Network Ltd.
FinancialEquity2.44%
Eicher Motors Ltd.
AutomobileEquity2.32%
CG Power & Industrial Solutions Ltd.
EngineeringEquity2.16%
Bajaj Finance Ltd.
FinancialEquity2.00%
Sterlite Technologies Ltd.
CommunicationEquity1.99%
Vedanta Ltd.
MetalsEquity1.96%
Chennai Petroleum Corpn. Ltd.
EnergyEquity1.95%
Ashoka Buildcon Ltd.
ConstructionEquity1.88%
Bharat Forge Ltd.
AutomobileEquity1.81%
GHCL Ltd.
ChemicalsEquity1.70%
Tech Mahindra Ltd.
TechnologyEquity1.60%
L&T Finance Holdings Ltd.
FinancialEquity1.49%
J Kumar Infraprojects Ltd.
ConstructionEquity1.47%
Bharti Airtel Ltd.
CommunicationEquity1.41%
Aurobindo Pharma Ltd.
HealthcareEquity1.39%
Motherson Sumi Systems Ltd.
AutomobileEquity1.37%
Cyient Limited
TechnologyEquity1.34%
Shriram City Union Finance Ltd.
FinancialEquity1.33%
Pfizer Ltd.
HealthcareEquity1.31%
Nestle India Ltd.
FMCGEquity1.30%
Ashok Leyland Ltd.
AutomobileEquity1.28%
Grasim Industries Ltd.
ConstructionEquity1.27%
Nath Bio Genes (India) Ltd.
FMCGEquity1.24%
Britannia Industries Ltd.
FMCGEquity1.22%
Dalmia Bharat Ltd. (Merged)
ConstructionEquity1.18%
HCL Technologies Ltd.
TechnologyEquity1.12%
Dabur India Ltd.
FMCGEquity1.04%
Glaxosmithkline Consumer Healthcare Ltd.
FMCGEquity1.01%
National Aluminium Co. Ltd.
MetalsEquity0.98%
DCB Bank Ltd.
FinancialEquity0.97%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity0.97%
Crompton Greaves Consumer Electricals Ltd.
Cons DurableEquity0.91%
Bank Of Baroda
FinancialEquity0.90%
Gujarat State Fertilizers & Chemicals Ltd.
ChemicalsEquity0.88%
Indian Terrain Fashions Ltd.
TextilesEquity0.87%
Equitas Holdings Ltd.
FinancialEquity0.83%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity0.81%
Gujarat Narmada Valley Fertilizers & Chemicals Ltd.
ChemicalsEquity0.79%
Gujarat Fluorochemicals Ltd.
ChemicalsEquity0.72%
Blue Star Ltd.
Cons DurableEquity0.66%
Emami Ltd.
FMCGEquity0.62%
Dish TV India Ltd.
ServicesEquity0.42%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.8%14.3%20.8%NA
Category average-1.8%15.3%19.6%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Flexi Cap fundsRating1Y3YFund Size(Cr)
Invesco India Flexi Cap Fund Growth
5
3.9%22.4%3,666.47
HDFC Flexi Cap Fund Growth
5
5.0%21.8%81,935.61
Parag Parikh Flexi Cap Fund Growth
5
8.2%20.2%1,15,040.08
HSBC Flexi Cap Fund Growth
4
-2.0%18.8%4,975.41
Franklin India Flexi Cap Fund Growth
4
-2.6%17.5%18,726.71
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2018 - Present
2.98%
30 Apr 2018 - 30 Sep 2018
2.70%
31 Mar 2018 - 30 Apr 2018
2.71%
28 Feb 2018 - 31 Mar 2018
2.67%
31 Jan 2018 - 28 Feb 2018
2.64%
31 Dec 2017 - 31 Jan 2018
2.64%
30 Nov 2017 - 31 Dec 2017
2.64%
31 Oct 2017 - 30 Nov 2017
2.64%
Expense ratio, exit load and taxExpense ratio: 2.98%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Same for SIP.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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.
Understand terms
Check past data
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹4,11,969.97Cr
Date of Incorporation23 Dec 1994
    Aditya Birla Sun Life Special Situations 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.     Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Special Situations Fund Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹4,11,970 Cr and     the Latest NAV as of 18 May 2018 is ₹25.71.  

    The Aditya Birla Sun Life Special Situations Fund Growth is rated High risk.     Minimum SIP Investment is set to ₹1,000.          Exit load of 1% if redeemed within 1 year.
Same for SIP.
  ;
Investment ObjectiveThe scheme aims to generate long-term growth of capital by investing in a portfolio of equity and equity related securities by following the strategy that would take advantage of special situations and contrarian investment style. 
 
;
Fund benchmarkBSE 200 Index
Scheme Information Document(SID)
Fund house contact details
Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
E-mail
NA
Website
mutualfund.adityabirlacapital.com
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Special Situations Fund Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Muthoot Capital Services Ltd.	Financial	Equity	5.02%
ICICI Bank Ltd.	Financial	Equity	5.00%
Yes Bank Ltd.	Financial	Equity	4.68%
Indusind Bank Ltd.	Financial	Equity	4.59%
Gujarat Alkalies & Chemicals Ltd.	Chemicals	Equity	4.43%
HDFC Bank Ltd.	Financial	Equity	4.29%
Infosys Ltd.	Technology	Equity	4.11%
ITC Ltd.	FMCG	Equity	3.88%
Maruti Suzuki India Ltd.	Automobile	Equity	3.16%
Hindalco Industries Ltd.	Metals	Equity	3.03%
Satin Creditcare Network Ltd.	Financial	Equity	2.44%
Eicher Motors Ltd.	Automobile	Equity	2.32%
CG Power & Industrial Solutions Ltd.	Engineering	Equity	2.16%
Bajaj Finance Ltd.	Financial	Equity	2.00%
Sterlite Technologies Ltd.	Communication	Equity	1.99%
Vedanta Ltd.	Metals	Equity	1.96%
Chennai Petroleum Corpn. Ltd.	Energy	Equity	1.95%
Ashoka Buildcon Ltd.	Construction	Equity	1.88%
Bharat Forge Ltd.	Automobile	Equity	1.81%
GHCL Ltd.	Chemicals	Equity	1.70%
Tech Mahindra Ltd.	Technology	Equity	1.60%
L&T Finance Holdings Ltd.	Financial	Equity	1.49%
J Kumar Infraprojects Ltd.	Construction	Equity	1.47%
Bharti Airtel Ltd.	Communication	Equity	1.41%
Aurobindo Pharma Ltd.	Healthcare	Equity	1.39%
Motherson Sumi Systems Ltd.	Automobile	Equity	1.37%
Cyient Limited	Technology	Equity	1.34%
Shriram City Union Finance Ltd.	Financial	Equity	1.33%
Pfizer Ltd.	Healthcare	Equity	1.31%
Nestle India Ltd.	FMCG	Equity	1.30%
Ashok Leyland Ltd.	Automobile	Equity	1.28%
Grasim Industries Ltd.	Construction	Equity	1.27%
Nath Bio Genes (India) Ltd.	FMCG	Equity	1.24%
Britannia Industries Ltd.	FMCG	Equity	1.22%
Dalmia Bharat Ltd. (Merged)	Construction	Equity	1.18%
HCL Technologies Ltd.	Technology	Equity	1.12%
Dabur India Ltd.	FMCG	Equity	1.04%
Glaxosmithkline Consumer Healthcare Ltd.	FMCG	Equity	1.01%
National Aluminium Co. Ltd.	Metals	Equity	0.98%
DCB Bank Ltd.	Financial	Equity	0.97%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	0.97%
Crompton Greaves Consumer Electricals Ltd.	Cons Durable	Equity	0.91%
Bank Of Baroda	Financial	Equity	0.90%
Gujarat State Fertilizers & Chemicals Ltd.	Chemicals	Equity	0.88%
Indian Terrain Fashions Ltd.	Textiles	Equity	0.87%
Equitas Holdings Ltd.	Financial	Equity	0.83%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	0.81%
Gujarat Narmada Valley Fertilizers & Chemicals Ltd.	Chemicals	Equity	0.79%
Gujarat Fluorochemicals Ltd.	Chemicals	Equity	0.72%
Blue Star Ltd.	Cons Durable	Equity	0.66%
Emami Ltd.	FMCG	Equity	0.62%
Dish TV India Ltd.	Services	Equity	0.42%

	1Y	3Y	5Y	All
Fund returns	15.8%	14.3%	20.8%	NA
Category average	-1.8%	15.3%	19.6%	NA
Rank with in category	NA	NA	NA	NA

Equity, Flexi Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Invesco India Flexi Cap Fund Growth	5	3.9%	22.4%	3,666.47
HDFC Flexi Cap Fund Growth	5	5.0%	21.8%	81,935.61
Parag Parikh Flexi Cap Fund Growth	5	8.2%	20.2%	1,15,040.08
HSBC Flexi Cap Fund Growth	4	-2.0%	18.8%	4,975.41
Franklin India Flexi Cap Fund Growth	4	-2.6%	17.5%	18,726.71