Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth

Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth is an equity fund. This fund was started on 23 October, 2020. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has ₹753 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 1.4.
   

Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has given a CAGR return of 22.78% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 13.89% and 21.98% respectively.

Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Tech, Health, Communication, Industrial, Consumer Defensive, Real Estate, Energy, Utilities. Its top holdings are Bharti Airtel Ltd, ICICI Bank Ltd, Infosys Ltd, Axis Bank Ltd, HDFC Bank Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has no lock in period.