FAQ : Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 31.46 15.28 N/A N/A
Average Rolling Returns(%) 21.68 19.08 N/A N/A

The Current NAV of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is ₹23.55.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 2.38%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is currently ₹779 Crores.

The Top three stocks are Bharti Airtel, Infosys and ICICI Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth fund are BFSI, IT and Auto accounting for 45% 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

Dhaval Gala and Dhaval Joshi manage the Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Fund.

Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth current PE ratio is 47.83 and PB ratio is 5.82

The asset allocation of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is Stocks : 95.69%, Debt : 4.34% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days

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