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Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW

  • Equity
  • Other Themes
  • Very High
  • Current NAV

    ₹18.34 0.12%

    15-04-2024
  • Annual Returns

    44.14%

  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 99.5%
  • Others 0.48%

Market Cap

Allocation
Large Cap 55.57
Mid Cap 21.47
Small Cap 19.27
Others 3.19

Sector Allocation

Financial

Technology

Automobile

Healthcare

Services

Consumer Staples

Communication

Materials

Construction

Metals & Mining

Consumer Discretionary

Capital Goods

Chemicals

Energy

Insurance

Textiles

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
Infosys Ltd. Large Cap Technology (33.95) 6.06% 24.96 5.62%
Bharti Airtel Ltd. Large Cap Communication (66.77) 5.59% 84.22 60.09%
ICICI Bank Ltd. Large Cap Financial (25.02) 4.87% 17.84 19.88%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.75) 3.54% 41.32 52.79%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 3.17% 4.14 210.47%
HDFC Bank Ltd. Large Cap Financial (25.02) 2.96% 19.21 -11.83%
Sobha Ltd. Small Cap Construction (120.38) 2.66% 167.94 261.93%
Tata Consumer Products Ltd. Large Cap Consumer Staples (106.09) 2.38% 89.89 57.66%
Shriram Finance Ltd Large Cap Financial (20.22) 2.37% 13.64 85.91%
Fortis Healthcare Ltd. Mid Cap Healthcare (92.93) 2.27% 59.43 64%
Reliance Industries Ltd. Large Cap Energy (39.82) 2.22% 28.33 24.38%
Coforge Ltd. Mid Cap Technology (33.95) 2.21% 47.06 33.34%
Zomato Ltd. Large Cap Services (36.51) 2.17% -10.49 85.47%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.13% 0 0%
Container Corporation Of India Ltd. Mid Cap Services (33.44) 2.07% 46.39 54.04%
Axis Bank Ltd. Large Cap Financial (24.43) 2.05% 28.68 29.81%
Bajaj Finserv Ltd. Large Cap Financial (83.34) 2% 33.94 23.93%
Ambuja Cements Ltd. Large Cap Materials (26.26) 1.93% 0 0%
The Phoenix Mills Ltd. Mid Cap Construction (120.38) 1.92% 52.17 130.43%
State Bank of India Large Cap Financial (16.19) 1.82% 10.42 42.13%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (92.93) 1.82% 114.76 43.3%
Indusind Bank Ltd. Large Cap Financial (25.02) 1.67% 13.81 38.7%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.65% 0 0%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.1) 1.64% 22.91 70.54%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.43) 1.64% 37.56 116.89%
Strides Pharma Science Ltd. Small Cap Healthcare (54.75) 1.52% -77.72 163.87%
Manappuram Finance Ltd. Small Cap Financial (33.14) 1.5% 7.88 49.57%
Ceat Ltd. Small Cap Automobile (52.44) 1.46% 15.54 79.05%
UTI Asset Management Company Ltd. Small Cap Financial (43.97) 1.44% 16.47 27.22%
ICICI Lombard General Insurance Comapny Ltd. Large Cap Insurance (44.5) 1.43% 0 49.81%
RBL Bank Ltd. Small Cap Financial (25.02) 1.41% 12.77 71.48%
Aditya Birla Fashion and Retail Ltd. Small Cap Services (134.78) 1.38% -39.79 1.35%
Aarti Industries Ltd. Small Cap Chemicals (61.41) 1.37% 61.31 33.92%
Max Financial Services Ltd. Mid Cap Financial (25.39) 1.37% 82.05 63.42%
Mphasis Ltd. Mid Cap Technology (19.56) 1.35% 0 0%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 1.34% 132.81 16.13%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (80.35) 1.3% 43.68 -0.54%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.25% 38.75 29.66%
Grasim Industries Ltd. Large Cap Materials (57.02) 1.24% 26.42 31.51%
Hero Motocorp Ltd. Mid Cap Automobile (44.45) 1.23% 24.22 78.91%
Eicher Motors Ltd. Large Cap Automobile (44.45) 1.07% 30.39 32.68%
AIA Engineering Ltd. Mid Cap Metals & Mining (34.13) 1.03% 31.45 32.04%
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (23.84) 0.95% 58.14 81.07%
Carborundum Universal Ltd. Small Cap Metals & Mining (68) 0.92% 51.23 26.32%
Tech Mahindra Ltd. Large Cap Technology (33.95) 0.9% 42.35 12.31%
Atul Ltd. Small Cap Chemicals (39.18) 0.88% 48.68 -16.14%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 0.87% 0 166.23%
Bajaj Finance Ltd. Large Cap Financial (33.14) 0.85% 31.77 19.89%
The Ramco Cements Ltd. Mid Cap Materials (57.02) 0.85% 50.15 8.69%
FSN E-Commerce Ventures Ltd. Mid Cap Services (903.07) 0.81% 1782.5 41.36%
Sundram Fasteners Ltd. Mid Cap Capital Goods (47.65) 0.76% 45.31 11.57%
IDFC First Bank Ltd. Mid Cap Financial (25.02) 0.75% 19.33 53.1%
Marico Ltd. Large Cap Consumer Staples (101.43) 0.74% 23.47 -0.76%
Wipro Ltd. Large Cap Technology (33.95) 0.73% 21.21 24.43%
Coal India Ltd. Large Cap Materials (10.71) 0.62% 9.46 99.87%
Orient Electric Ltd. Small Cap Consumer Discretionary (80.35) 0.58% 0 -8.01%
Zee Entertainment Enterprises Ltd. Mid Cap Communication (33.88) 0.51% -116.65 -17%
Steel Strips Wheels Ltd. Small Cap Automobile (23.39) 0.26% 18.54 61.37%
Grasim Industries - (Partly Paid Equity) Materials 0.02% 0%

Market Cap

Allocation
Others 0.48

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.66% 0%
Others Others -0.18% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Aditya Birla Sun Life Special Opportunities Fund?

The top holdings of this fund are Infosys Ltd., Bharti Airtel Ltd., ICICI Bank Ltd., Sun Pharmaceutical Industries Ltd., Tata Motors Ltd. - DVR Ordinary

Top 5 Sector for Aditya Birla Sun Life Special Opportunities Fund?

The major sectors of this fund are Financial, Technology, Automobile, Healthcare, Services.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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