| Launch date | 05 Oct 2020 |
| Allotment date | 23 Oct 2020 |
| End date | 19 Oct 2020 |
| NAV | ₹10.00 |
Fund Overview
Expense ratio, exit load and tax
Expense ratio: 1.28%
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.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Chanchal KhandelwalOct 2020 - PresentView details
Dhaval JoshiNov 2022 - PresentView details
Fund house & investment objective
| Rank (total assets) | #4 in India |
|---|---|
| Total AUM | ₹3,14,892.04Cr |
| Date of Incorporation | 23 Dec 1994 |
|---|
Aditya Birla Sun Life Special Opportunities Fund Direct - Growth - NFO 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. Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Special Opportunities Fund Direct - Growth - NFO fund. The fund currently has an Asset Under Management(AUM) of ₹3,14,892 Cr and the Latest NAV as of 23 Oct 2020 is ₹10.00. The Aditya Birla Sun Life Special Opportunities Fund Direct - Growth - NFO is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. 1% for redemption within 30 days ;
| Fund benchmark | NA |
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