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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)

₹1,166 Cr

Lock In Period

N/A

Expense Ratio

2.3

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(%)
1M0.970.0716.11
6M7.662.2640.05
1Y14.794.84105.34
3Y18.1912.71199.53

Portfolio Analysis

  • Equity: 96.66%
  • Debt: 3.35%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited3.54%
2. Axis Bank Limited2.54%
3. RBL Bank Limited1.85%
4. Kotak Mahindra Bank Limited1.79%
5. Ujjivan Small Finance Bank Limited1.23%

1. Billionbrains Garage Ventures Ltd2.61%
2. Infosys Limited2.02%
3. Coforge Limited1.38%
4. Tbo Tek Ltd1.27%
5. Tech Mahindra Limited1.21%
6. Rategain Travel Technologies Limited0.98%

1. Aditya Infotech Ltd7.35%

1. Shriram Finance Ltd3.64%
2. Five-Star Business Finance Ltd1.30%

1. Bharti Airtel Limited4.53%

1. Ajanta Pharmaceuticals Limited1.20%
2. Biocon Limited1.14%
3. ANTHEM BIOSCIENCES LIMITED1.12%
4. Onesource Speciality Pharma Ltd0.81%

1. Bank of Maharashtra3.00%
2. Union Bank of India1.17%

1. MEESHO LTD1.24%
2. Eternal Limited1.23%
3. Swiggy Ltd1.02%

1. Vedanta Aluminium Metal Ltd2.29%
2. Hindalco Industries Limited0.82%

1. Ambuja Cements Limited1.58%
2. Grasim Industries Limited0.87%

1. Varun Beverages Limited2.10%

1. Craftsman Automation Ltd1.49%
2. Pitti Engineering Ltd0.52%

1. Navin Fluorine International Limited1.96%

1. Bikaji Foods International Ltd1.63%

1. Physicswallah Ltd1.61%

1. Mahindra & Mahindra Limited1.58%

1. SAMHI Hotels Ltd0.81%
2. Jubilant Foodworks Limited0.75%

1. Indus Towers Limited1.51%

1. Tata Motors Limited1.49%

1. Sedemac Mechatronics Ltd1.41%

1. Fortis Healthcare Limited1.41%

1. Bajaj Finserv Limited1.35%

1. Tata Consumer Products Limited1.35%

1. AMAGI MEDIA LABS LTD1.33%

1. ICICI Lombard General Insurance Company Limited1.33%

1. UTI ASSET MANAGEMENT COMPANY Limited0.86%
2. ICICI Prudential Mutual Fund0.46%

1. Sobha Limited1.31%

1. CEAT Limited1.30%

1. Adani Energy Solutions Limited1.25%

1. HDFC Life Insurance Company Limited1.23%

1. Reliance Industries Limited1.19%

1. Atul Limited1.06%

1. Vishal Mega Mart Ltd1.05%

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 Equity - Sector Fundscheme with Assets Under Management of ₹1,166 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.3. 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
Quant Quantamental Fund Growth21,652 CR2.79
ITI Pharma and Healthcare Fund Growth0251 CR2.66
Aditya Birla Sun Life Special Opportunities Fund Growth51,165 CR2.3
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundQuant Quantamental Fund Growth10.61654.6792
This FundITI Pharma and Healthcare Fund Growth5.890364.0889
This FundAditya Birla Sun Life Special Opportunities Fund Growth14.787665.0999
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.3. 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 : 0.97%
  • 6 Months : 7.66%
  • 1 Year : 14.79%
  • 3 Years : 18.19%
Returns of Aditya Birla Sun Life Special Opportunities Fund Growth are updated daily based on NAV of ₹ 28.28 as on Jul 31,2026. Since inception, the return has been 65.10%.

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 ₹1,166 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.