Aditya Birla Sun Life Special Opportunities Fund · Direct · Growth
NAV
₹30.3500
as of 30 Sept 2026
Expense Ratio
1.19%
Lumpsum returns (CAGR)
- 1Y
- +14.27%
- 3Y
- +18.35%
- 5Y
- +13.77%
- Since Inception
- +20.57%
SIP returns (XIRR)
- 1Y
- +12.71%
- 3Y
- +14.17%
- 5Y
- +16.28%
- Since Inception
- +16.85%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks14.26%
- Industrial Manufacturing8.51%
- Auto Components8.03%
- Finance7.22%
- IT - Software6.04%
- Telecom - Services5.71%
- Retailing5.39%
- Pharmaceuticals & Biotechnology4.28%
- Capital Markets3.99%
- Chemicals & Petrochemicals2.97%
- Non - Ferrous Metals2.82%
- Insurance2.36%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
- 1Aditya Infotech Ltd.6.55%
- 2Bharti Airtel Ltd.4.04%
- 3Shriram Finance Ltd.3.53%
- 4Icici Bank Ltd.3.41%
- 5Meesho Ltd.2.92%
- 6Spr Auto Technologies Ltd.2.70%
- 7Union Bank Of India2.49%
- 8Billionbrains Garage Ventures Ltd.2.26%
- 9Axis Bank Ltd.2.24%
- 10Bank Of Maharashtra2.21%
Investment objective — in the AMC’s words
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.
About This Fund
Aditya Birla Sun Life Special Opportunities Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 5 years. The current expense ratio is 1.19%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations