Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 45.03 | 19.01 | N/A | N/A |
Average Rolling Returns(%) | 16.37 | 20.32 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan is ₹22.39.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 1.27%
The process for redemption is
The AUM of Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan is currently ₹731 Crores.
The Top three stocks are Bharti Airtel, ICICI Bank and Infosys and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 36% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan fund are BFSI, Auto and IT accounting for 49% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Chanchal Khandelwal manages the Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan current PE ratio is 42.70 and PB ratio is 5.87
The asset allocation of Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan is Stocks : 99.16%, Debt : 0.83% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for Aditya Birla Sun Life Special Opportunities Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days