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
₹1,279 Cr
N/A
2.31
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 | -1.59 | -1.47 | 8.60 |
| 6M | 11.36 | 2.20 | 37.55 |
| 1Y | 10.26 | 3.30 | 127.68 |
| 3Y | 17.42 | 13.88 | 328.47 |
Portfolio Analysis
- Equity: 96.95%
- Debt: 3.09%
- 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 ₹1,279 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.31. 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 US Bluechip Equity Fund Growth | 1 | 4,070 CR | 1.96 |
| DSP Natural Resources and New Energy Fund Growth | 5 | 2,574 CR | 2.13 |
| Aditya Birla Sun Life Special Opportunities Fund Growth | 5 | 1,279 CR | 2.31 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,513 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential US Bluechip Equity Fund Growth | 16.835 | 59.7478 |
| This FundDSP Natural Resources and New Energy Fund Growth | 7.3273 | 60.8206 |
| This FundAditya Birla Sun Life Special Opportunities Fund Growth | 10.2605 | 61.8772 |
| This FundUTI Gold Exchange Traded Fund Growth | 21.8042 | 155.6219 |
| This FundNippon India Taiwan Equity Fund Growth | 124.6466 | 311.1578 |
Aditya Birla Sun Life Special Opportunities Fund Growth FAQs
- 1 Month : -1.59%
- 6 Months : 11.36%
- 1 Year : 10.26%
- 3 Years : 17.42%
