Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Thematic-Others NAV 17.45 0 27 September, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 23 October, 2020
Benchmark S&P BSE 500 TR Index
Asset Size(Cr) 615.8046999999999
Turn over 72%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 30 days
Expense Ratio 2.41
Fund Manager Chanchal Khandelwal, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.52% 1.58% 1.81%
1 M 3.16% 4.02% 3.71%
3 M -1.41% 1.44% 1.83%
6 M -5.4% 0.35% -0.11%
1 Y -1.14% 7.25% 5.45%
2 Y 7.71% 12.49% 10.89%
3 Y - 23.79% 24.92%
5 Y - 12.46% 9.69%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.68
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.92%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth -1.14% 0% 0%

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