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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)

₹1,073 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(%)
1M5.020.8510.13
6M6.372.3489.99
1Y13.064.87157.07
3Y19.8814.50299.60

Portfolio Analysis

  • Equity: 96.09%
  • Debt: 3.92%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited3.51%
2. Axis Bank Limited2.64%
3. Kotak Mahindra Bank Limited1.90%
4. RBL Bank Limited1.88%
5. Ujjivan Small Finance Bank Limited1.23%
6. IndusInd Bank Limited0.85%

1. Billionbrains Garage Ventures Ltd2.59%
2. Infosys Limited2.54%
3. Coforge Limited1.46%
4. Tech Mahindra Limited1.38%
5. Tbo Tek Ltd1.18%
6. Rategain Travel Technologies Limited0.88%
7. MphasiS Limited0.31%

1. Aditya Infotech Ltd6.36%

1. Bharti Airtel Limited4.86%

1. Biocon Limited1.27%
2. ANTHEM BIOSCIENCES LIMITED1.20%
3. Onesource Speciality Pharma Ltd0.97%
4. Sun Pharmaceutical Industries Limited0.87%

1. Shriram Finance Ltd3.59%

1. Eternal Limited1.26%
2. Swiggy Ltd1.19%
3. MEESHO LTD0.47%

1. Bank of Maharashtra2.83%

1. Ambuja Cements Limited1.82%
2. Grasim Industries Limited0.95%

1. Vedanta Aluminium Metal Ltd1.29%
2. Hindalco Industries Limited1.05%

1. Navin Fluorine International Limited1.97%

1. Indus Towers Limited1.85%

1. Bikaji Foods International Ltd1.77%

1. Mahindra & Mahindra Limited1.70%

1. Jubilant Foodworks Limited0.84%
2. SAMHI Hotels Ltd0.83%

1. Tata Consumer Products Limited1.61%

1. Physicswallah Ltd1.51%

1. ICICI Lombard General Insurance Company Limited1.49%

1. Fortis Healthcare Limited1.48%

1. Sobha Limited1.47%

1. Bajaj Finserv Limited1.47%

1. UTI ASSET MANAGEMENT COMPANY Limited0.94%
2. ICICI Prudential Mutual Fund0.53%

1. Tata Motors Limited1.45%

1. HDFC Life Insurance Company Limited1.39%

1. Adani Energy Solutions Limited1.38%

1. Reliance Industries Limited1.32%

1. CEAT Limited1.31%

1. Vedanta Limited1.24%

1. Atul Limited1.22%

1. Vishal Mega Mart Ltd1.18%

1. Sedemac Mechatronics Ltd1.14%

1. AMAGI MEDIA LABS LTD1.03%

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 ₹1,073 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
Kotak Manufacture in India Fund Growth22742.43 CR2.06
ITI Pharma and Healthcare Fund Growth0237.99 CR2.66
Aditya Birla Sun Life Special Opportunities Fund Growth51072.96 CR2.3
HDFC Defence Fund Growth510529.25 CR1.8
Nippon India Taiwan Equity Fund Growth31256.27 CR2.6
Fund Name1Y3Y
This FundKotak Manufacture in India Fund Growth10.020668.5185
This FundITI Pharma and Healthcare Fund Growth6.207269.9365
This FundAditya Birla Sun Life Special Opportunities Fund Growth13.059372.2973
This FundHDFC Defence Fund Growth13.5039183.2066
This FundNippon India Taiwan Equity Fund Growth153.5861283.3494

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 : 5.02%
  • 6 Months : 6.37%
  • 1 Year : 13.06%
  • 3 Years : 19.88%
Returns of Aditya Birla Sun Life Special Opportunities Fund Growth are updated daily based on NAV of ₹ 28.33 as on Jul 10,2026. Since inception, the return has been 72.30%.

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 ₹1,073 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.