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Mutual Funds

Aditya Birla Sun Life Special Opportunities Fund

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Aditya Birla Sun Life Special Opportunities Fund

Thematic-OtherRank #14
Not Rated

NAV (2026-07-14)

28.12

AUM

₹2,023 Cr

Exp. Ratio: 2.33%

RISK LEVEL

Very High

Returns & Performance

1 Year14.08%11.75% vs cat avgRank #4
3 Year19.07%4.52% vs cat avgRank #4
5 Year14.62%1.25% vs cat avgRank #5
Since Launch19.79%--

Fund vs Category Average

1Y
14.08%+11.75%
3Y
19.07%+4.52%
5Y
14.62%+1.25%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#4)

Cons

Higher expense ratio (2.33%)
Overall rank #14 in category
ISININF209KB1T46
NAV₹28.12
NAV Date2026-07-14
AUM₹2,023 Cr
Expense Ratio2.33%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Dhaval Gala

Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.

Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

Top Holdings

Holdings data not available for this scheme