Aditya Birla Sun Life Special Situations Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Special Situations Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹181 Cr

Lock In Period

N/A

Expense Ratio

2.7

Exit Load

For redemption/switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV.For redemption/switch-out of units after 365 days from the date of allotment: Nil.

Benchmark

BSE 200

Aditya Birla Sun Life Special Situations Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.577.74
6M0.001.9964.49
1Y0.004.19137.57
3Y0.0012.50202.94

Portfolio Analysis

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About Fund Aditya Birla Sun Life Special Situations Fund Growth

Aditya Birla Sun Life Special Situations Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹181 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.7. Under the expert guidance of Satyabrata Mohanty ,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

Satyabrata Mohanty

Mr. Satyabrata is a Bachelor of Commerce and a Chartered Accountant. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management, Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Retirement Fund Growth0209 CR2.71
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundUnion Retirement Fund Growth7.070148.3672
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Aditya Birla Sun Life Special Situations Fund Growth FAQs

Aditya Birla Sun Life Special Situations 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 Situations Fund Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Special Situations Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Special Situations Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Special Situations 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 Situations Fund Growth is ₹181 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Special Situations Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.