Scheme Overview
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
| Category: Equity: Thematic-Special-Opportunities |
| Launch Date: 23-10-2020 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 2.41% As on ( 30-04-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 776.72 Cr As on ( 30-05-2025) |
| Turn over: 29 |
24.82
0.12 ( 0.4835% )
21.27%
BSE 500 TRI12.6%
PERFORMANCE of Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Scheme Performance (%) Data as on - 04-07-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 6.66 | 22.03 | - | - | 21.27 |
| Benchmark | - | - | - | - | - |
Yearly Performance (%)
Fund Managers
Mr. Dhaval Gala
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.
RETURNS CALCULATOR for Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 13.56 | 0.82 | -0.12 | 0.99 | - | - |
| Equity: Thematic-Special-Opportunities |
PEER COMPARISION of Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 6.66 | 23.51 | 22.03 | 0.0 | 0.0 |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 14.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| Samco Special Opportunities Fund - Regular Plan - Growth | 06-06-2024 | -16.23 | 0.0 | 0.0 | 0.0 | 0.0 |
