Aditya Birla Sun Life Mutual Fund launches Aditya Birla Sun Life Special Opportunities Fund

Mutual Fund
Oct 6, 2020 by Advisorkhoj Team | Mutual Fund | 3 Downloaded

NFO period: 05th October – 19th October, 2020

Highlights of the NFO:

  • Scheme type – An open-ended equity scheme following special situations theme

  • Investment objective – The investment objective of the scheme is 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. The scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

  • Product suitability – The product is suitable for investors who are seeking Long Term Capital Appreciation. An equity scheme that by investing in stocks based on special situations theme.

  • Minimum Application Amount – First investment is Rs. 500/- and in multiples of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Option (Payout and Reinvestment Facility).

  • Fund Manager – Mr. Anil Shah and Mr. Chanchal Khandelwal

  • Benchmark – S&P BSE 500 TR Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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