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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹890 Cr

Lock In Period

N/A

Expense Ratio

2.34

Benchmark

BSE 500 Total Return

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.

Summary

Latest details for Aditya Birla Sun Life Special Opportunities Fund Growth include a ₹26.65 NAV as of May 08,2026 and returns since inception of 81.70%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Special Opportunities Fund Growth AUM is ₹890 Cr, with a lock-in of N/A years, expense ratio of 2.34%, and benchmark BSE 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 10.24% returns, against a category average of -0.24% and a category best of 36.77%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.24-0.2436.77
6M2.771.01109.14
1Y15.384.25237.37
3Y22.0310.15368.51

Portfolio Analysis

  • Equity: 94.32%
  • Debt: 5.66%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited4.06%
2. Axis Bank Limited2.87%
3. Kotak Mahindra Bank Limited2.11%
4. RBL Bank Limited1.90%
5. HDFC Bank Limited1.46%
6. Ujjivan Small Finance Bank Limited1.37%
7. IndusInd Bank Limited0.85%

1. Infosys Limited3.30%
2. Billionbrains Garage Ventures Ltd2.05%
3. Tech Mahindra Limited1.55%
4. Tbo Tek Ltd1.23%
5. Coforge Limited0.63%
6. Rategain Travel Technologies Limited0.62%
7. MphasiS Limited0.34%

1. Bharti Airtel Limited5.71%

1. Aditya Infotech Ltd4.74%

1. Biocon Limited1.28%
2. ANTHEM BIOSCIENCES LIMITED1.25%
3. Sun Pharmaceutical Industries Limited1.02%
4. Onesource Speciality Pharma Ltd0.94%

1. Shriram Finance Ltd3.99%

1. Swiggy Ltd1.45%
2. Eternal Limited1.39%
3. MEESHO LTD0.43%

1. Vedanta Limited2.77%

1. Bank of Maharashtra2.64%

1. Indus Towers Limited2.11%

1. Navin Fluorine International Limited2.06%

1. Mahindra & Mahindra Limited1.99%

1. Ambuja Cements Limited1.01%
2. Grasim Industries Limited0.94%

1. ICICI Lombard General Insurance Company Limited1.71%

1. Tata Consumer Products Limited1.67%

1. Tata Motors Limited0.94%
2. TATA MOTORS PASSENGER VEHICL0.70%

1. Bajaj Finserv Limited1.62%

1. Reliance Industries Limited1.62%

1. CEAT Limited1.58%

1. Fortis Healthcare Limited1.53%

1. Physicswallah Ltd1.49%

1. Sobha Limited1.48%

1. Atul Limited1.37%

1. UTI ASSET MANAGEMENT COMPANY Limited1.13%

1. United Spirits Limited1.03%

1. AMAGI MEDIA LABS LTD1.02%

About Fund

Aditya Birla Sun Life Special Opportunities Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹890 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.34. 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
This FundQuant Quantamental Fund Growth01371.09 CR2.17
This FundITI Pharma and Healthcare Fund Growth0211.3 CR2.35
This FundAditya Birla Sun Life Special Opportunities Fund Growth0890.12 CR2.34
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundQuant Quantamental Fund Growth15.292174.4105
This FundITI Pharma and Healthcare Fund Growth5.139477.0439
This FundAditya Birla Sun Life Special Opportunities Fund Growth15.37881.7007
This FundICICI Prudential PSU Equity Fund Growth15.8964106.3291
This FundNippon India Taiwan Equity Fund Growth232.7399349.4066

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 2.34. 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 : 10.24%
  • 6 Months : 2.77%
  • 1 Year : 15.38%
  • 3 Years : 22.03%
Returns of Aditya Birla Sun Life Special Opportunities Fund Growth are updated daily based on NAV of ₹ 26.65 as on May 08,2026. Since inception, the return has been 81.70%.

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 ₹890 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.
Min Inv Amount: ₹500