Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on October 23, 2020, and falls under the Other Themes fund category. It currently manages an AUM of Rs 804.75 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.4% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW trailing returns over different times are 1.93% (1 year), 13.35% (3 year) and 0% (5 year). The average annual return of this fund stands at 8.01%.