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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹181 Cr
Lock In Period
N/A
Expense Ratio
2.7
Benchmark
BSE 200
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.
Summary
Latest details for Aditya Birla Sun Life Special Situations Fund Growth include a ₹ NAV as of Feb 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Special Situations Fund Growth AUM is ₹181 Cr, with a lock-in of N/A years, expense ratio of 2.7%, and benchmark BSE 200. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Small Cap Fund Growth | 1 | 1486.73 CR | 2.08 |
| This FundAxis Quant Fund Growth | 0 | 870.48 CR | 2.26 |
| This FundAditya Birla Sun Life Business Cycle Fund Growth | 0 | 1734.47 CR | 2.14 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Small Cap Fund Growth | 13.3916 | 47.3983 |
| This FundAxis Quant Fund Growth | 11.1266 | 47.8261 |
| This FundAditya Birla Sun Life Business Cycle Fund Growth | 12.5091 | 49.1756 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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.
Min Inv Amount: ₹500