Fund Overview of Aditya Birla Sun Life Special Opportunities Fund Regular-growth
-
₹800.5 CrAUM
-
₹25.77NAV
-
2.37%Expense Ratio
-
EquityFund Category
Returns of Aditya Birla Sun Life Special Opportunities Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.96% | NA | 4.02% |
| 6 Months | 20.15% | NA | 14.62% |
| 1 Year | 2.58% | 2.58% | -1.34% |
| 2 Years | 45.15% | 20.48% | 21.55% |
| 3 Years | 67.47% | 18.75% | 20.06% |
Asset Allocation
equities
97.10%other assets or cash equivalents
2.90%Aditya Birla Sun Life Special Opportunities Fund Regular-growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 23 Oct 2020, the fund aims Long Term Capital Appreciation. An equity Scheme that invests in stocks based on special situations theme. It manages assets worth ₹800.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.37%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Special Opportunities Fund Regular-growth
The portfolio allocation consists of 97.10% in equities, 2.90% in other assets or cash equivalents. Managed by Dhaval Joshi, it has delivered a return of 2.58% in the last year, a total return since inception of 20.64%.
Key Metrics of Aditya Birla Sun Life Special Opportunities Fund Regular-growth
-
Standard Deviation13.58%
-
Sharpe Ratio0.72%
-
Alpha1.87%
-
Beta0.98%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Taurus Ethical Fund Direct-growth  |
₹320 | -0.80% | -1.61% | -6.69% | 15.92% | 17.49% |
| Taurus Ethical Fund Direct-growth |
₹320 | -0.80% | -1.61% | -6.69% | 15.92% | 17.49% |
| Taurus Ethical Fund Regular-growth |
₹320 | -0.92% | -1.96% | -7.95% | 14.45% | 16.16% |
| Taurus Ethical Fund Regular-growth |
₹320 | -0.92% | -1.96% | -7.95% | 14.45% | 16.16% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Conglomerate Fund Regular - Growth
|
₹1,604 | -1.10% | 0.37% | 11.81% | - | - |
|
Aditya Birla Sun Life Conglomerate Fund Direct - Growth
|
₹1,604 | -1.00% | 0.74% | 12.69% | - | - |
|
Aditya Birla Sun Life Conglomerate Fund Direct - Idcw
|
₹1,604 | -1.00% | 0.74% | 12.69% | - | - |
|
Aditya Birla Sun Life Special Opportunities Fund Direct-growth
|
₹801 | 1.28% | 3.87% | 16.41% | 4.38% | 21.23% |
|
Aditya Birla Sun Life Special Opportunities Fund Regular-idcw
|
₹801 | 1.18% | 3.58% | 15.77% | 3.29% | 19.82% |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-growth
|
₹638 | -0.72% | -4.10% | 22.38% | 18.52% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-growth
|
₹638 | -0.66% | -3.92% | 22.84% | 19.40% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-idcw
|
₹638 | -0.66% | -3.92% | 22.84% | 19.40% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-idcw
|
₹638 | -0.72% | -4.10% | 22.38% | 18.52% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | ₹25.77 | 19.82% | - | - |
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹801 | ₹27.66 | 21.23% | - | - |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹127.16 | 14.45% | 16.16% | 12.20% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹143.70 | 15.92% | 17.49% | 13.37% |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹127.16 | 14.45% | 16.16% | 12.20% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹143.70 | 15.92% | 17.49% | 13.37% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 7.41% | ₹59.34 Cr |
| Bharti Airtel Ltd | Technology | 6.49% | ₹53.53 Cr |
| Bharti Airtel Ltd | Technology | 6.49% | ₹53.53 Cr |
| Icici Bank Ltd | Financial | 5.55% | ₹44.44 Cr |
| Icici Bank Ltd | Financial | 4.90% | ₹40.44 Cr |
| Icici Bank Ltd | Financial | 4.90% | ₹40.44 Cr |
| Infosys Ltd | Technology | 4.82% | ₹38.61 Cr |
| Infosys Ltd | Technology | 4.47% | ₹36.89 Cr |
| Infosys Ltd | Technology | 4.47% | ₹36.89 Cr |
| Aditya Infotech Ltd. | Technology | 3.75% | ₹30.99 Cr |
| Aditya Infotech Ltd. | Technology | 3.75% | ₹30.99 Cr |
| Reverse Repo | Unspecified | 3.02% | ₹24.96 Cr |
| Reverse Repo | Unspecified | 3.02% | ₹24.96 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.98% | ₹23.87 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.57% | ₹21.20 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.57% | ₹21.20 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.60% | ₹20.80 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.49% | ₹20.56 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.49% | ₹20.56 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.47% | ₹20.40 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.47% | ₹20.40 Cr |
| Axis Bank Ltd | Financial | 2.47% | ₹20.37 Cr |
| Axis Bank Ltd | Financial | 2.47% | ₹20.37 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.39% | ₹19.72 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.39% | ₹19.72 Cr |
| Sobha Ltd | Real Estate | 2.40% | ₹19.24 Cr |
| Axis Bank Ltd | Financial | 2.40% | ₹19.23 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.40% | ₹19.22 Cr |
| Reverse Repo | Unspecified | 2.38% | ₹19.08 Cr |
| Hdfc Bank Ltd | Financial | 2.24% | ₹17.90 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.22% | ₹17.79 Cr |
| Bajaj Finserv Ltd | Financial | 2.15% | ₹17.78 Cr |
| Bajaj Finserv Ltd | Financial | 2.15% | ₹17.78 Cr |
| Zomato Ltd | Technology | 2.13% | ₹17.57 Cr |
| Zomato Ltd | Technology | 2.13% | ₹17.57 Cr |
| Vedanta Ltd | Materials | 2.12% | ₹17.51 Cr |
| Vedanta Ltd | Materials | 2.12% | ₹17.51 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.11% | ₹17.38 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.11% | ₹17.38 Cr |
| Aditya Infotech Ltd. | Technology | 2.16% | ₹17.29 Cr |
| Bajaj Finserv Ltd | Financial | 2.16% | ₹17.27 Cr |
| Sobha Ltd | Real Estate | 2.07% | ₹17.12 Cr |
| Sobha Ltd | Real Estate | 2.07% | ₹17.12 Cr |
| Hdfc Bank Ltd | Financial | 2.04% | ₹16.87 Cr |
| Hdfc Bank Ltd | Financial | 2.04% | ₹16.87 Cr |
| Zomato Ltd | Technology | 2.08% | ₹16.61 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.00% | ₹16.54 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.00% | ₹16.54 Cr |
| Rbl Bank Ltd | Financial | 1.96% | ₹16.17 Cr |
| Rbl Bank Ltd | Financial | 1.96% | ₹16.17 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 2.01% | ₹16.13 Cr |
| Vedanta Ltd | Materials | 2.00% | ₹16.01 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 1.92% | ₹15.84 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 1.92% | ₹15.84 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.96% | ₹15.72 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.86% | ₹14.92 Cr |
| Ceat Ltd | Consumer Discretionary | 1.78% | ₹14.68 Cr |
| Ceat Ltd | Consumer Discretionary | 1.78% | ₹14.68 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.77% | ₹14.64 Cr |
| Reliance Industries Ltd | Energy & Utilities | 1.77% | ₹14.64 Cr |
| Tech Mahindra Ltd | Technology | 1.83% | ₹14.64 Cr |
| Ceat Ltd | Consumer Discretionary | 1.80% | ₹14.38 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.74% | ₹14.35 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.74% | ₹14.35 Cr |
| Uti Asset Management Company Ltd | Financial | 1.78% | ₹14.23 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 1.77% | ₹14.14 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 1.76% | ₹14.07 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.75% | ₹14.04 Cr |
| Tech Mahindra Ltd | Technology | 1.70% | ₹14.00 Cr |
| Tech Mahindra Ltd | Technology | 1.70% | ₹14.00 Cr |
| Uti Asset Management Company Ltd | Financial | 1.69% | ₹13.95 Cr |
| Uti Asset Management Company Ltd | Financial | 1.69% | ₹13.95 Cr |
| Grasim Industries Ltd | Materials | 1.69% | ₹13.95 Cr |
| Grasim Industries Ltd | Materials | 1.69% | ₹13.95 Cr |
| Grasim Industries Ltd | Materials | 1.74% | ₹13.89 Cr |
| Vrl Logistics Ltd | Industrials | 1.69% | ₹13.54 Cr |
| Hindalco Industries Ltd | Materials | 1.62% | ₹13.36 Cr |
| Hindalco Industries Ltd | Materials | 1.62% | ₹13.36 Cr |
| Ambuja Cements Ltd | Materials | 1.67% | ₹13.34 Cr |
| Ambuja Cements Ltd | Materials | 1.55% | ₹12.82 Cr |
| Ambuja Cements Ltd | Materials | 1.55% | ₹12.82 Cr |
| Pnc Infratech Ltd | Industrials | 1.57% | ₹12.53 Cr |
| Navin Fluorine International Ltd | Materials | 1.56% | ₹12.47 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.52% | ₹12.19 Cr |
| Hindalco Industries Ltd | Materials | 1.50% | ₹11.97 Cr |
| Vrl Logistics Ltd | Industrials | 1.44% | ₹11.93 Cr |
| Vrl Logistics Ltd | Industrials | 1.44% | ₹11.93 Cr |
| Pnc Infratech Ltd | Industrials | 1.42% | ₹11.76 Cr |
| Pnc Infratech Ltd | Industrials | 1.42% | ₹11.76 Cr |
| Navin Fluorine International Ltd | Materials | 1.38% | ₹11.42 Cr |
| Navin Fluorine International Ltd | Materials | 1.38% | ₹11.42 Cr |
| United Breweries Ltd | Consumer Staples | 1.35% | ₹10.84 Cr |
| Swiggy Ltd. | Technology | 1.29% | ₹10.69 Cr |
| Swiggy Ltd. | Technology | 1.29% | ₹10.69 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.28% | ₹10.57 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 1.28% | ₹10.57 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 1.27% | ₹10.50 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 1.27% | ₹10.50 Cr |
| Biocon Ltd | Healthcare | 1.29% | ₹10.35 Cr |
| Rbl Bank Ltd | Financial | 1.28% | ₹10.23 Cr |
| United Breweries Ltd | Consumer Staples | 1.22% | ₹10.03 Cr |
| United Breweries Ltd | Consumer Staples | 1.22% | ₹10.03 Cr |
| Wipro Ltd | Technology | 1.24% | ₹9.93 Cr |
| Wipro Ltd | Technology | 1.16% | ₹9.57 Cr |
| Wipro Ltd | Technology | 1.16% | ₹9.57 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.20% | ₹9.57 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 1.14% | ₹9.12 Cr |
| Biocon Ltd | Healthcare | 1.09% | ₹9.02 Cr |
| Biocon Ltd | Healthcare | 1.09% | ₹9.02 Cr |
| Coforge Ltd | Technology | 1.09% | ₹8.74 Cr |
| State Bank Of India | Financial | 1.06% | ₹8.72 Cr |
| State Bank Of India | Financial | 1.06% | ₹8.72 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 1.03% | ₹8.52 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 1.03% | ₹8.52 Cr |
| Jindal Steel & Power Ltd | Materials | 1.03% | ₹8.49 Cr |
| Jindal Steel & Power Ltd | Materials | 1.03% | ₹8.49 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 1.01% | ₹8.37 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 1.01% | ₹8.37 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.00% | ₹8.26 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.00% | ₹8.26 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.98% | ₹8.12 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.98% | ₹8.12 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.97% | ₹8.04 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.97% | ₹8.04 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 1.00% | ₹8.02 Cr |
| The Ramco Cements Ltd | Materials | 1.00% | ₹8.00 Cr |
| Indusind Bank Ltd | Financial | 1.00% | ₹7.99 Cr |
| State Bank Of India | Financial | 1.00% | ₹7.97 Cr |
| Coforge Ltd | Technology | 0.96% | ₹7.96 Cr |
| Coforge Ltd | Technology | 0.96% | ₹7.96 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 0.95% | ₹7.88 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 0.95% | ₹7.88 Cr |
| Jindal Steel & Power Ltd | Materials | 0.96% | ₹7.70 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 0.95% | ₹7.60 Cr |
| Indusind Bank Ltd | Financial | 0.89% | ₹7.36 Cr |
| Indusind Bank Ltd | Financial | 0.89% | ₹7.36 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.90% | ₹7.17 Cr |
| Kaynes Technology India Ltd | Technology | 0.89% | ₹7.10 Cr |
| Granules India Ltd | Healthcare | 0.86% | ₹7.10 Cr |
| Granules India Ltd | Healthcare | 0.86% | ₹7.10 Cr |
| Indus Towers Ltd | Technology | 0.83% | ₹6.86 Cr |
| Indus Towers Ltd | Technology | 0.83% | ₹6.86 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 0.84% | ₹6.72 Cr |
| United Spirits Ltd | Consumer Staples | 0.84% | ₹6.70 Cr |
| The Ramco Cements Ltd | Materials | 0.81% | ₹6.70 Cr |
| The Ramco Cements Ltd | Materials | 0.81% | ₹6.70 Cr |
| Atul Ltd | Materials | 0.83% | ₹6.63 Cr |
| United Spirits Ltd | Consumer Staples | 0.80% | ₹6.62 Cr |
| United Spirits Ltd | Consumer Staples | 0.80% | ₹6.62 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.80% | ₹6.56 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.80% | ₹6.56 Cr |
| Granules India Ltd | Healthcare | 0.81% | ₹6.52 Cr |
| Power Mech Projects Ltd | Industrials | 0.80% | ₹6.37 Cr |
| Pitti Engineering Ltd | Industrials | 0.76% | ₹6.24 Cr |
| Pitti Engineering Ltd | Industrials | 0.76% | ₹6.24 Cr |
| Aarti Industries Ltd | Materials | 0.77% | ₹6.18 Cr |
| Aia Engineering Ltd | Industrials | 0.76% | ₹6.09 Cr |
| Atul Ltd | Materials | 0.73% | ₹6.06 Cr |
| Atul Ltd | Materials | 0.73% | ₹6.06 Cr |
| Bluestone Jewellery And Lifestyle Ltd. | Consumer Discretionary | 0.73% | ₹6.02 Cr |
| Bluestone Jewellery And Lifestyle Ltd. | Consumer Discretionary | 0.73% | ₹6.02 Cr |
| Aia Engineering Ltd | Industrials | 0.72% | ₹5.93 Cr |
| Aia Engineering Ltd | Industrials | 0.72% | ₹5.93 Cr |
| Pitti Engineering Ltd | Industrials | 0.74% | ₹5.91 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.69% | ₹5.53 Cr |
| Power Mech Projects Ltd | Industrials | 0.67% | ₹5.52 Cr |
| Power Mech Projects Ltd | Industrials | 0.67% | ₹5.52 Cr |
| Aarti Industries Ltd | Materials | 0.67% | ₹5.52 Cr |
| Aarti Industries Ltd | Materials | 0.67% | ₹5.52 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.69% | ₹5.51 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 0.66% | ₹5.47 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 0.66% | ₹5.47 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.62% | ₹5.15 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.62% | ₹5.15 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.62% | ₹5.10 Cr |
| Aditya Birla Lifestyle Brands Ltd | Consumer Discretionary | 0.62% | ₹5.10 Cr |
| Carborundum Universal Ltd | Materials | 0.59% | ₹4.71 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹4.68 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹4.68 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 0.53% | ₹4.26 Cr |
| Orient Electric Ltd | Consumer Discretionary | 0.53% | ₹4.23 Cr |
| Orient Electric Ltd | Consumer Discretionary | 0.47% | ₹3.86 Cr |
| Orient Electric Ltd | Consumer Discretionary | 0.47% | ₹3.86 Cr |
| Aditya Birla Fashion And Retail Ltd | Consumer Discretionary | 0.35% | ₹2.80 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.28% | ₹2.31 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.28% | ₹2.31 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.28% | ₹2.26 Cr |
| Net Receivables | Unspecified | 0.11% | ₹0.86 Cr |
| Net Payables | Unspecified | -0.12% | ₹-1.03 Cr |
| Net Payables | Unspecified | -0.12% | ₹-1.03 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Taurus Ethical Fund Direct-growth |
₹143.70 | 15.92% | 17.49% | - |
| Taurus Ethical Fund Direct-growth |
₹143.70 | 15.92% | 17.49% | - |
| Taurus Ethical Fund Regular-growth |
₹127.16 | 14.45% | 16.16% | - |
| Taurus Ethical Fund Regular-growth |
₹127.16 | 14.45% | 16.16% | - |
growth is based on 5Y returns of the funds
Aditya Birla Sun Life Special Opportunities Fund Regular-growth
What is the current AUM of Aditya Birla Sun Life Special Opportunities Fund Regular-growth?
As of Thu Jul 31, 2025, Aditya Birla Sun Life Special Opportunities Fund Regular-growth manages assets worth ₹800.5 crore
How has Aditya Birla Sun Life Special Opportunities Fund Regular-growth performed recently?
- 3 Months: 2.96%
- 6 Months: 20.15%
What is the long-term performance of Aditya Birla Sun Life Special Opportunities Fund Regular-growth?
- 3 Years CAGR: 18.75%
- Since Inception: 20.64%
What is the portfolio composition of Aditya Birla Sun Life Special Opportunities Fund Regular-growth?
Equity: 97.10%, Others: 2.90%.
Who manages Aditya Birla Sun Life Special Opportunities Fund Regular-growth?
Aditya Birla Sun Life Special Opportunities Fund Regular-growth is managed by Dhaval Joshi from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Special Opportunities Fund Regular-growth?
Large Cap: 54.74%, Mid Cap: 14.74%, Small Cap: 30.53%.
Which are the top companies Aditya Birla Sun Life Special Opportunities Fund Regular-growth has invested in?
- Bharti Airtel Ltd – 7.41% of the fund's portfolio
- Bharti Airtel Ltd – 6.49% of the fund's portfolio
- Bharti Airtel Ltd – 6.49% of the fund's portfolio
- ICICI Bank Ltd – 5.55% of the fund's portfolio
- ICICI Bank Ltd – 4.90% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Special Opportunities Fund Regular-growth focuses on?
- Financial – 70.83% of the fund's portfolio
- Technology – 67.08% of the fund's portfolio
- Consumer Discretionary – 47.51% of the fund's portfolio
- Materials – 36.96% of the fund's portfolio
- Healthcare – 21.17% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
