Fund Details
Aditya Birla Sun Life Special Situations Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.98% |
| NAV | ₹25.71 (18 May 2018) |
|---|---|
| Fund Started | 31 Jan 2008 |
| Fund Size | ₹181 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Muthoot Capital Services Ltd. | Financial | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 5.0% |
| Yes Bank Ltd. | Financial | Equity | 4.7% |
| Indusind Bank Ltd. | Financial | Equity | 4.6% |
| Gujarat Alkalies & Chemicals Ltd. | Chemicals | Equity | 4.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.3% |
| Infosys Ltd. | Technology | Equity | 4.1% |
| ITC Ltd. | FMCG | Equity | 3.9% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.2% |
| Hindalco Industries Ltd. | Metals | Equity | 3.0% |
Fund Managers
Aditya Birla Sun Life Special Situations Fund Growth Details
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 31 Jan 2008. 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 ₹181 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 1000. Exit load of 1% if redeemed within 1 year. Same for SIP.
Investment Objective
The 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.
Tax Implications
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.
