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
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.07 | -0.24 | 8.60 |
| 6M | 4.19 | 1.69 | 15.00 |
| 1Y | 4.23 | 3.13 | 75.71 |
| 3Y | 16.96 | 13.25 | 270.82 |
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 |
|---|---|---|---|
| ICICI Prudential Innovation Fund Growth | 0 | 7,549 CR | 2.18 |
| Axis Innovation Fund Growth | 4 | 1,345 CR | 2.29 |
| Aditya Birla Sun Life Special Opportunities Fund Growth | 5 | 1,356 CR | 2.29 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Innovation Fund Growth | -4.5762 | 58.8745 |
| This FundAxis Innovation Fund Growth | 6.6667 | 59.6288 |
| This FundAditya Birla Sun Life Special Opportunities Fund Growth | 4.2275 | 60 |
| This FundHDFC Defence Fund Growth | 12.7032 | 136.9853 |
| This FundNippon India Taiwan Equity Fund Growth | 73.385 | 255.8994 |
Aditya Birla Sun Life Special Opportunities Fund Growth FAQs
- 1 Month : -3.07%
- 6 Months : 4.19%
- 1 Year : 4.23%
- 3 Years : 16.96%
