Aditya Birla SL Special Opportunities Fund-Dir Growth

500
Min SIP
500
Min Lumpsum
1.03 %
Expense Ratio
Rating
646
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.3% - - 22.9%
Category Average 19.3% 24.3% 15% -

Scheme Allocation

By Holding
By Sector
By Asset
5.68%
4.86%
3.63%
Others
78.41%
View all Holdings
Holdings Sector Instrument Asset
Infosys IT - Software Equity 5.68%
ICICI Bank Banks Equity 4.86%
Bharti Airtel Telecomm-Service Equity 4.66%
HDFC Bank Banks Equity 3.63%
Fortis Health. Healthcare Equity 2.77%
Sun Pharma.Inds. Pharmaceuticals Equity 2.72%
Tata Steel Steel Equity 2.62%
Tata Motors-DVR Automobile Equity 2.5%
Bajaj Finserv Finance Equity 2.27%
Bajaj Finance Finance Equity 2.24%
Bharat Forge Castings, Forgings & Fastners Equity 2.16%
Tata Consumer Plantation & Plantation Products Equity 2.08%
Shriram Finance Finance Equity 2.05%
Axis Bank Banks Equity 2.03%
Coforge IT - Software Equity 2.02%
Reliance Industr Refineries Equity 2%
Hero Motocorp Automobile Equity 1.94%
Crompton Gr. Con Consumer Durables Equity 1.94%
United Spirits Alcoholic Beverages Equity 1.87%
RBL Bank Banks Equity 1.85%
Phoenix Mills Realty Equity 1.72%
IndusInd Bank Banks Equity 1.71%
Birlasoft Ltd IT - Software Equity 1.65%
Apollo Hospitals Healthcare Equity 1.57%
Container Corpn. Logistics Equity 1.56%
Bajaj Electrical Consumer Durables Equity 1.55%
St Bk of India Banks Equity 1.5%
Ambuja Cements Cement Equity 1.49%
M & M Automobile Equity 1.46%
ICICI Securities Stock/ Commodity Brokers Equity 1.45%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.4%
Mphasis IT - Software Equity 1.37%
UTI AMC Finance Equity 1.31%
United Breweries Alcoholic Beverages Equity 1.31%
Hindalco Inds. Non Ferrous Metals Equity 1.25%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.23%
ICICI Lombard Insurance Equity 1.2%
Manappuram Fin. Finance Equity 1.2%
IDFC First Bank Banks Equity 1.16%
AIA Engineering Castings, Forgings & Fastners Equity 1.14%
Atul Chemicals Equity 1.14%
Aditya Bir. Fas. Retail Equity 1.14%
Aarti Industries Chemicals Equity 1.12%
Grasim Inds Textiles Equity 1.11%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.07%
SBI Life Insuran Insurance Equity 1%
Sundram Fasten. Auto Ancillaries Equity 0.98%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.96%
Strides Pharma Pharmaceuticals Equity 0.94%
Zee Entertainmen Entertainment Equity 0.91%
Marico FMCG Equity 0.88%
Max Financial Finance Equity 0.83%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.76%
Orient Electric Consumer Durables Equity 0.73%
Birla Corpn. Cement Equity 0.64%
Sobha Realty Equity 0.64%
La Opala RG Glass & Glass Products Equity 0.63%
One 97 E-Commerce/App based Aggregator Equity 0.52%
NMDC Steel Steel Equity 0.51%
Jio Financial Finance Equity 0.19%
Banks
17.29%
IT-Software
9.19%
Finance
7.74%
Automobiles
6.04%
Industrial Products
4.94%
Others
54.79%
View all Sectors
Sectors Asset
Banks 17.29%
IT-Software 9.19%
Finance 7.74%
Automobiles 6.04%
Industrial Products 4.94%
Consumer Durables 4.92%
Telecom-Services 4.8%
Healthcare Services 4.53%
Pharmaceuticals & Biotech 3.77%
Cement & Cement Products 3.41%
Beverages 3.18%
Insurance 3.16%
Retailing 3.15%
Ferrous Metals 3.15%
Realty 3.14%
Agricultural Food & other 2.98%
Capital Markets 2.86%
Petroleum Products 2.1%
Chemicals & Petrochemical 2.1%
Transport Services 1.6%
Debt 1.25%
Non-Ferrous Metals 1.24%
Construction 1.17%
Auto Components 0.97%
Entertainment 0.83%
Financial Technology (Fin 0.48%
Cash & Others -0%
Equity
98.82%
Reverse Repos
1.19%
Net Curr Ass/Net Receivables
-0.01%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Fund 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.

Fund Managers

Chanchal Khandelwal

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Special Opportunities Fund-Dir Growth ?

You can invest in Aditya Birla SL Special Opportunities Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Special Opportunities Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Special Opportunities Fund-Dir Growth ?

The NAV of Aditya Birla SL Special Opportunities Fund-Dir Growth is ₹18.3 as of 29 September 2023.

How to redeem Aditya Birla SL Special Opportunities Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Special Opportunities Fund-Dir Growth?

The minimum SIP amount of Aditya Birla SL Special Opportunities Fund-Dir Growth is ₹500

What are the top sectors Aditya Birla SL Special Opportunities Fund-Dir Growth has invested in?

The top sectors Aditya Birla SL Special Opportunities Fund-Dir Growth has invested in are
  1. Banks - 17.29%
  2. IT-Software - 9.19%
  3. Finance - 7.74%
  4. Automobiles - 6.04%
  5. Industrial Products - 4.94%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Special Opportunities Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Special Opportunities Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Special Opportunities Fund-Dir Growth generated ?

The Aditya Birla SL Special Opportunities Fund-Dir Growth has delivered 22.9% since inception

What is the expense ratio of Aditya Birla SL Special Opportunities Fund-Dir Growth ?

The expense ratio of Aditya Birla SL Special Opportunities Fund-Dir Growth is 1.03 % as of 29 September 2023.

What is the AUM of Aditya Birla SL Special Opportunities Fund-Dir Growth?

The AUM of Aditya Birla SL Special Opportunities Fund-Dir Growth is ₹2,97,662 Cr as of 29 September 2023

What are the top stock holdings of Aditya Birla SL Special Opportunities Fund-Dir Growth?

The top stock holdings of Aditya Birla SL Special Opportunities Fund-Dir Growth are
  1. Infosys - 5.68%
  2. ICICI Bank - 4.86%
  3. Bharti Airtel - 4.66%
  4. HDFC Bank - 3.63%
  5. Fortis Health. - 2.77%

How can I redeem my investments in Aditya Birla SL Special Opportunities Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Special Opportunities Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now