Aditya Birla SL Special Opportunities Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹500.0 1.15 % 0★ ₹663.0 2 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹500.0 1.15 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹663.0 Cr 2 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 28 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.3% - - 29.4%
Category Average 9.6% 18.6% 12.8% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
9.55%
Infosys
5.93%
Bharti Airtel
4.41%
HDFC Bank
3.37%
Phoenix Mills
3.23%
Others
73.53%
Banks
20.62%
Finance
6.24%
Industrial Products
5.4%
Consumer Durables
5.18%
Telecommunication Serv
4.66%
Others
57.92%
Equity
97.69%
Reverse Repos
2.49%
Net Curr Ass/Net Receivables
-0.18%
Others
0%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL Special Opportunities Fund

Fund Manager
Anil Shah

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

Advance Ratio

0 1.22 0.95 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

You can invest in Aditya Birla SL Special Opportunities Fund 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 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"
The Aditya Birla SL Special Opportunities Fund has delivered 29.4% since inception
The NAV of Aditya Birla SL Special Opportunities Fund is ₹16.3 as of 28 November 2022.
The expense ratio of Aditya Birla SL Special Opportunities Fund is 1.15 % as of 28 November 2022.
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”.
Invest Now