Aditya Birla Sun Life Special Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Special Opportunities Fund Growth Fund Overview
SIP ₹100 & Lump. ₹500
₹1,357 Cr
N/A
2.29
For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
BSE 500 Total Return
Aditya Birla Sun Life Special Opportunities Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.57 | -2.23 | 8.60 |
| 6M | 3.57 | -0.37 | 12.71 |
| 1Y | 5.04 | 1.28 | 90.88 |
| 3Y | 16.15 | 10.51 | 281.41 |
Portfolio Analysis
- Equity: 93.56%
- Debt: 6.42%
- Others
About Fund Aditya Birla Sun Life Special Opportunities Fund Growth
Aditya Birla Sun Life Special Opportunities Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,357 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.29. Under the expert guidance of Dhaval Gala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dhaval Gala
Mr. Dhaval Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research. Prior to joining BSLAMC, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Opportunities Fund Growth | 5 | 9,577 CR | 2.08 |
| Aditya Birla Sun Life PSU Equity Fund Growth | 5 | 5,774 CR | 1.89 |
| Aditya Birla Sun Life Special Opportunities Fund Growth | 5 | 1,356 CR | 2.29 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,406 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Opportunities Fund Growth | -6.9701 | 54.5167 |
| This FundAditya Birla Sun Life PSU Equity Fund Growth | 0.5054 | 56.6003 |
| This FundAditya Birla Sun Life Special Opportunities Fund Growth | 5.0443 | 56.6916 |
| This FundUTI Gold Exchange Traded Fund Growth | 12.1953 | 131.1935 |
| This FundNippon India Taiwan Equity Fund Growth | 88.3403 | 266.0214 |
Aditya Birla Sun Life Special Opportunities Fund Growth FAQs
- 1 Month : -3.57%
- 6 Months : 3.57%
- 1 Year : 5.04%
- 3 Years : 16.15%
