Aditya Birla Sun Life Special Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Special Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹1,263 Cr

Lock In Period

N/A

Expense Ratio

2.32

Exit Load

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.

Benchmark

BSE 500 Total Return

Aditya Birla Sun Life Special Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.530.7215.55
6M9.632.9965.47
1Y15.665.56148.38
3Y19.9015.56303.80

Portfolio Analysis

  • Equity: 92.79%
  • Debt: 7.21%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.3.41%
2. Ujjivan Small Finance Bank Ltd.2.29%
3. Axis Bank Ltd.2.14%
4. RBL Bank Ltd.1.73%

1. Billionbrains Garage Ventures Ltd.2.32%
2. Infosys Ltd.2.10%
3. Coforge Ltd.1.50%
4. Tech Mahindra Ltd.1.31%
5. TBO Tek Ltd.1.25%
6. Rategain Travel Technologies Ltd.0.92%

1. Aditya Infotech Ltd.6.31%

1. Shriram Finance Ltd.3.37%
2. Five Star Business Finance Ltd.1.30%

1. Bharti Airtel Ltd.4.45%

1. Biocon Ltd.1.32%
2. Ajanta Pharma Ltd.1.12%
3. Anthem Biosciences Ltd.1.09%
4. Onesource Specialty Pharma Ltd.0.73%

1. Bank of Maharashtra2.16%
2. Union Bank of India1.75%

1. Eternal Ltd.1.29%
2. Swiggy Ltd.1.12%
3. Meesho Ltd.1.09%

1. Vedanta Aluminium Metal Ltd.2.14%
2. Hindalco Industries Ltd.0.77%

1. Craftsman Automation Ltd.1.44%
2. Pitti Engineering Ltd.0.93%

1. Ambuja Cements Ltd.1.49%
2. Grasim Industries Ltd.0.80%

1. SBI funds Management ltd.1.03%
2. UTI Asset Management Co. Ltd.0.76%

1. Navin Fluorine International Ltd.1.78%

1. Tata Motors Ltd.1.78%

1. Varun Beverages Ltd.1.69%

1. Mahindra & Mahindra Ltd.1.61%

1. Bikaji Foods International Ltd.1.48%

1. Bajaj Finserv Ltd.1.42%

1. Indus Towers Ltd.1.39%

1. SPR Auto Technologies Ltd.1.35%

1. Fortis Healthcare Ltd.1.28%

1. Adani Energy Solutions Ltd.1.28%

1. Tata Consumer Products Ltd.1.26%

1. Belrise Industries Ltd.1.23%

1. Sedemac Mechatronics Ltd.1.21%

1. Physicswallah Ltd.1.20%

1. CEAT Ltd.1.18%

1. Amagi Media Labs Ltd.1.17%

1. ICICI Lombard General Insurance Company Ltd.1.14%

1. Adani Enterprises Ltd.1.12%

1. Reliance Industries Ltd.1.11%

1. HDFC Life Insurance Company Ltd.1.09%

1. Atul Ltd.1.02%
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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 ₹1,263 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.32. 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 NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth013 CR1.74
Aditya Birla Sun Life Special Opportunities Fund Growth51,262 CR2.32
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundAditya Birla Sun Life Commodity Equities Fund - Global Agri Plan Growth-3.009870.4186
This FundAditya Birla Sun Life Special Opportunities Fund Growth15.662772.3519
This FundHDFC Defence Fund Growth31.4041174.9166
This FundNippon India Taiwan Equity Fund Growth145.0432287.4234

Aditya Birla Sun Life Special Opportunities Fund Growth FAQs

Aditya Birla Sun Life Special Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Special Opportunities Fund Growth is 2.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Special Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : 2.53%
  • 6 Months : 9.63%
  • 1 Year : 15.66%
  • 3 Years : 19.90%
Returns of Aditya Birla Sun Life Special Opportunities Fund Growth are updated daily based on NAV of ₹ 28.8 as on Aug 20,2026. Since inception, the return has been 72.35%.

You can invest in Aditya Birla Sun Life Special Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Special Opportunities Fund Growth is ₹1,263 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Special Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.