Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
Aditya Birla Sun Life Special Opportunities Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 16.11 0.19 % 1-D Change
Returns
28.52% p.a.
You get upto 1.88% extra returns
ET Money's Fund Report Card - Aditya Birla Sun Life Special Opportunities Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
-
Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.59% As on Oct 31, 2021 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 664 Crs |
| Lock-in | No Lockin |
| Age | 1 yrs 11 m Since Oct 05, 2020 |
| Benchmark | S&P BSE 500 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 500 |
About Aditya Birla Sun Life Special Opportunities Fund
Aditya Birla Sun Life Special Opportunities Fund Direct - Growth is a Thematic mutual fund scheme from
Aditya Birla Sun Life Mutual Fund
. This fund has been in existence for 1 yrs 11 m, having been launched on 05/10/2020. Aditya Birla Sun Life Special Opportunities Fund Direct - Growth has ₹664 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.59%, which is close to what most other
Thematic
funds charge.
.....
- Aditya Birla Sun Life Special Opportunities Fund Direct - Growth returns of last 1-year are 2.55%. Since launch, it has delivered 28.88% average annual returns.
- The fund has the majority of its money invested in Financial, Healthcare, Technology, Metals & Mining, Consumer Discretionary sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., Bharti Airtel Ltd., Phoenix Mills Ltd., HDFC Bank Ltd..
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Nov 30, 2021
Top Stock Holdings
Allocation by Market Cap
Large Cap 65.16%
Mid Cap 27.63%
Small Cap 6.77%
Other Cap 0%
Allocation by Sector
Financial 26.67%
Healthcare 11.13%
Technology 8.4%
Metals & Mining 6.8%
Top Debt Holdings
Others 0.78%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 0.78%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with thematic Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| UTI Transportation and Logistics Fund | 32.09% | ||
| Quant Quantamental Fund | 22.5% | ||
| ICICI Prudential India Opportunities Fund | 20.65% | ||
| ICICI Prudential FMCG Fund | 17.49% | ||
| ICICI Prudential Business Cycle Fund | 13.45% | ||
| L&T Business Cycles Fund | 13.0% | ||
| Tata Ethical Fund | 2.4% | ||
| Franklin India Opportunities Fund | 2.73% | ||
| Aditya Birla Sun Life Special Opportunities Fund | 2.22% | ||
| ICICI Prudential Commodities Fund | 3.38% |
Trailing Returns and Ranks
as on Dec 17, 2021| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.96% | 2.73% | 19 / 31 |
| 3 months | 15.82% | 15.14% | 12 / 31 |
| 6 months | 5.78% | 9.42% | 22 / 30 |
| 1 year | 2.22% | 6.01% | 18 / 27 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Aditya Birla Sun Life Special Opportunities Fund
EQUITY THEMATIC
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.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
-
Anil Shah
Mr.Shah is a B.com, CA and a cost accountant
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.
-
Chanchal Khandelwal
Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
Aditya Birla Sun Life Mutual Fund
TOTAL AUM:
₹2,82,183 Crs
As on Jun 30, 2022
-
Address: One India Bulls Center - Tower 1,
17th Floor - Jupiter Mills Compound,
841 Senapati Bhawan, Elphinstone Road,
Mumbai, 400013
