Overview (as on 04 Aug 2021)

NAV

₹14.84

1y returns

--

Fund AUM

₹625 Cr

Expense Ratio

0.63%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
25.64%
Health
14.95%
Basic Materials
14.23%
Tech
12.60%
Communication
8.34%
Consumer
6.07%
Defensive
5.41%
Industrials
4.60%
Real Estate
4.10%
Utilities
2.69%
Energy
1.37%
Size Breakup
Large Cap
69.58%
Mid Cap
25.36%
Small Cap
5.05%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Aditya Birla Sun Life Special Opportunities Fund Dir Growth
Scheme Document
Exit Load

For 0 - 90 Days: 0.5%

After 90 Days : 0%

Plan Started
23 October, 2020
Fund Manager
Anil Shah
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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Aditya Birla Sun Life Special Opportunities Fun...

NAV

₹14.84

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anil Shah
Anil Shah

leader

Work Experience
"null"
Chanchal Khandelwal
Chanchal Khandelwal

manager

Work Experience
"null"

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