Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth
Get the latest NAV of Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹28.81
▲1.2%1D
NAV as on 18 Nov 2025
23.16%/per year
Since Inception
▲▼
325 people have invested ₹ 22.8L in Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth in the last three months
Aditya Birla Sun Life Special Opportunities Fund Dir Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (18-Nov-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Aditya Birla Sun Life Special Opportunities Fund Dir Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 7 out of 45 mutual funds in the equity - other category as per INDmoney.
Aditya Birla Sun Life Special Opportunities Fund Dir Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Special Opportunities Fund Dir Asset Allocation
See fund asset allocation details as on (14-Nov-25)
Fund Distribution
as on (14-Nov-25)
Aditya Birla Sun Life Special Opportunities Fund Dir Sector Allocation
See fund sector allocation details as on (14-Nov-25)
Sector Allocation
Top 3 Sectors in October were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
25%
Consumer Cyclical
18%
Basic Materials
11%
Financial Services
25%
Consumer Cyclical
20%
Basic Materials
12%
Aditya Birla Sun Life Special Opportunities Fund Dir Holdings Details
as on (31-Oct-25)
Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.33% |
Benchmark | BSE 500 India TR INR |
| AUM | ₹863 Cr |
| Inception Date | 23 October, 2020 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 27.9% |
| Risk |   Very High Risk |
About Aditya Birla Sun Life Special Opportunities Fund Dir
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.
Key Parameters
- Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has ₹863 Cr worth of assets under management (AUM) as on Nov 2025 and is more than category average.
- The fund has an expense ratio 1.3.
Returns
Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth has given a CAGR return of 23.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 17.16%, 21.18% and 21.78% respectively.
Holdings
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, Industrial, Communication, Health, Consumer Defensive, Real Estate, Energy, Utilities. Its top holdings are Bharti Airtel Ltd, ICICI Bank Ltd, Infosys Ltd, Aditya Infotech Ltd, Kotak Mahindra Bank Ltd
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth
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 and lockin period
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.
Fund Manager
Dhaval Gala
Fund Manager of Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth, since 31 October 2024
- AUM of the fund stands at 862.6 Cr as of Oct'25
- AUM increased by 37.2 Cr between Oct'25 and Sep'25
Compare Aditya Birla Sun Life Special Opportunities Fund Dir
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Frequently Asked Questions for Aditya Birla Sun Life Special Opportunities Fund Dir Direct Growth
How do I invest in Aditya Birla Sun Life Special Opportunities Fund Dir?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Special Opportunities Fund Dir’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.