Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 23-10-2020 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.42% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 729.81 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 29% | Exit Load: Exit load of 1%, if redeemed within 30 days. |
22.53
0.27 (1.1984%)
19.77%
Benchmark: 12.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.3 |
| Sharpe Ratio | 0.41 |
| Alpha | -0.82 |
| Beta | 1.01 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 9.55 | 24.91 | 13.07 | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 15.18 | 24.07 | 15.83 | 27.33 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.63 | 27.19 | 18.51 | 27.11 | 13.22 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.13 | 30.11 | 21.96 | 32.79 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.12 | 38.38 | 27.12 | 31.77 | 15.09 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 12.98 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 12.82 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.53 | 22.17 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.79 | 27.03 | 19.69 | 27.73 | 12.29 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 11.04 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.99%
Others
3.78%
Large Cap
53.14%
Mid Cap
18.12%
