Aditya Birla SL Special Opportunities Fund
500
Min SIP
500
Min Lumpsum
1.06 %
Expense Ratio
Rating
600
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.5% | - | - | 20.1% | ||||
| Category Average | 12.9% | 26.5% | 13% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Infosys
Bharti Airtel
HDFC Bank
Kotak Mah. Bank
Others
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 2,373
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30.3%Fund Size - 2,373
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43.4%Fund Size - 2,373
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17.1%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
0.5%Fund Size - 293
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4.4%Fund Size - 293
-
2.9%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.9%Fund Size - 9,940
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38.4%Fund Size - 9,940
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21.7%Fund Size - 9,940
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- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.5%Fund Size - 1,241
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35.7%Fund Size - 1,241
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15%Fund Size - 1,241
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- Equity .
- Sectoral / Thematic .
-
- 95
-
17%Fund Size - 95
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32.1%Fund Size - 95
-
13.9%Fund Size - 95
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,75,965 Cr
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 ?
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"
What is the NAV of Aditya Birla SL Special Opportunities Fund ?
The NAV of Aditya Birla SL Special Opportunities Fund is ₹16.1 as of 02 June 2023.
How to redeem Aditya Birla SL Special Opportunities Fund 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?
The minimum SIP amount of Aditya Birla SL Special Opportunities Fund is ₹500
What are the top sectors Aditya Birla SL Special Opportunities Fund has invested in??
The top sectors Aditya Birla SL Special Opportunities Fund has invested in are
- ICICI Bank - 9.58%
- Infosys - 5.33%
- Bharti Airtel - 4.68%
- HDFC Bank - 4.19%
- Kotak Mah. Bank - 3.08%
How much returns have Aditya Birla SL Special Opportunities Fund generated ?
The Aditya Birla SL Special Opportunities Fund has delivered 20.1% since inception
What is the expense ratio of Aditya Birla SL Special Opportunities Fund ?
The expense ratio of Aditya Birla SL Special Opportunities Fund is 1.06 % as of 02 June 2023.
What is the AUM of Aditya Birla SL Special Opportunities Fund?
The AUM of Aditya Birla SL Special Opportunities Fund is ₹2,75,965 Cr as of 02 June 2023
What are the top stock holdings of Aditya Birla SL Special Opportunities Fund?
The top stock holdings of Aditya Birla SL Special Opportunities Fund are
- ICICI Bank - 9.58%
- Infosys - 5.33%
- Bharti Airtel - 4.68%
- HDFC Bank - 4.19%
- Kotak Mah. Bank - 3.08%